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Oppenheimer Holdings

88 hedge funds and large institutions have $156M invested in Oppenheimer Holdings in 2023 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 19 increasing their positions, 29 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

less ownership

Funds ownership:

5% less capital invested

Capital invested by funds: $164M → $156M (-$8.33M)

34% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 29

38% less call options, than puts

Call options by funds: $141K | Put options by funds: $229K

Holders
88
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$141K
Puts
$229K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
51
$348K
52
$305K
53
$304K
54
$278K
55
$270K
56
$241K
57
$219K
58
$201K
59
$201K
60
$146K
61
$143K
62
$82.2K
63
$76.3K
64
$38.6K
65
$38K
66
$37K
67
$30K
68
$28.7K
69
$28.6K
70
$28K
71
$26.6K
72
$24.1K
73
$24.1K
74
$23.2K
75
$21.3K