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Oppenheimer Holdings
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Overview Fund Activity

88 hedge funds and large institutions have $186M invested in Oppenheimer Holdings in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
26
Reduced
21
Closed
10
Calls
$1.8M
Puts
$5K
Net Calls
+$1.79M
Net Calls Change
+$1.83M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$8.56M
2
Morgan Stanley
Morgan Stanley
New York
$4.3M
3
TG
TCW Group
California
$3.92M
4
BF
BOK Financial
Oklahoma
$1.17M
5
First Trust Advisors
First Trust Advisors
Illinois
$1.08M

Top Sellers

1
PIM
Profit Investment Management
Maryland
$2.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$568K
4
GCP
GSA Capital Partners
United Kingdom
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
26
Brandywine Global Investment Management
Pennsylvania
$1.34M -$34K -705 -2%
Victory Capital Management
27
Victory Capital Management
Texas
$1.28M +$3.63K +71 +0.3%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$1.2M +$239K +4,667 +25%
APCM
29
Arbiter Partners Capital Management
New York
$1.17M – – –
BF
30
BOK Financial
Oklahoma
$1.17M +$1.17M +23,850 New
Tudor Investment Corp
31
Tudor Investment Corp
Connecticut
$1.13M +$350K +6,844 +45%
First Trust Advisors
32
First Trust Advisors
Illinois
$1.08M +$1.08M +21,035 New
Man Group
33
Man Group
United Kingdom
$1.06M +$1.06M +20,645 New
Bank of America
34
Bank of America
North Carolina
$1.04M +$623K +12,176 +148%
HF
35
HRT Financial
New York
$895K +$895K +17,512 New
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$878K +$703K +13,747 +404%
PCM
37
Prelude Capital Management
New York
$819K – – –
Northern Trust
38
Northern Trust
Illinois
$798K -$72.6K -1,420 -8%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$778K +$508K +9,936 +188%
Ameriprise
40
Ameriprise
Minnesota
$723K -$16.9K -330 -2%
CCIA
41
Campbell & Co Investment Adviser
Maryland
$643K +$406K +7,938 +171%
Acadian Asset Management
42
Acadian Asset Management
Massachusetts
$623K -$623K -12,196 -50%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$618K +$129K +2,512 +26%
NAM
44
NorthCrest Asset Manangement
Minnesota
$611K – – –
Connor, Clark & Lunn Investment Management (CC&L)
45
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$578K -$165K -3,226 -22%
OSAM
46
O'Shaughnessy Asset Management
Connecticut
$568K -$817K -16,942 -59%
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$551K – – –
Neuberger Berman Group
48
Neuberger Berman Group
New York
$545K +$545K +10,650 New
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
$505K +$15.3K +300 +3%
Mackenzie Financial
50
Mackenzie Financial
Ontario, Canada
$481K -$93.1K -1,820 -16%
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