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Oppenheimer Holdings
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Overview Fund Activity

101 hedge funds and large institutions have $257M invested in Oppenheimer Holdings in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
101
Holders Change
+5
Holders Change %
+5.21%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
41
Reduced
29
Closed
12
Calls
$3.85M
Puts
$3.96M
Net Calls
-$108K
Net Calls Change
-$1.45M

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$8.06M
2
Ameriprise
2
Ameriprise
Minnesota
$3.8M
3
State Street
3
State Street
Massachusetts
$14.6M
4
BCM
4
Bridgeway Capital Management
Texas
$10.9M
5
MPAM
5
Monarch Partners Asset Management
Massachusetts
$1.82M

Top Sellers

1
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$0
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$21.8M
3
Goldman Sachs
3
Goldman Sachs
New York
$17.2M
4
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$5.84M
5
Russell Investments Group
5
Russell Investments Group
United Kingdom
$1.65M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
$210K -$87.7K -1,894 -29%
KOC
77
Koss-Olinger Consulting
Florida
$205K +$205K +4,426 New
UBS Group
78
UBS Group
Switzerland
$186K +$158K +3,413 +569%
Citigroup
79
Citigroup
New York
$157K +$68.4K +1,475 +77%
MIM
80
MetLife Investment Management
New Jersey
$140K – – –
MLICM
81
Metropolitan Life Insurance Company (MetLife)
New York
$110K -$47.2K -1,018 -30%
Lazard Asset Management
82
Lazard Asset Management
New York
$67K +$6.52K +141 +11%
DWA
83
Dorsey Wright & Associates
California
$52K +$7.01K +152 +16%
Simplex Trading
84
Simplex Trading
Illinois
$41K +$41K +892 New
GFPC
85
Global Financial Private Client
Florida
$34.8K +$34.8K +750 New
Legal & General Group
86
Legal & General Group
United Kingdom
$34K – – –
AIP
87
Ameritas Investment Partners
Nebraska
$34K – – –
CCM
88
Copeland Capital Management
Pennsylvania
$32K +$747 +16 +2%
AIM
89
Anchor Investment Management
South Carolina
$30.1K – – –
Osaic Holdings
90
Osaic Holdings
Arizona
$16K -$17.5K -379 -52%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$6K +$1.39K +30 +30%
TWA
92
TCI Wealth Advisors
Arizona
$4K +$4K +92 New
TFO
93
Tarbox Family Office
California
$2K – – –
US Bancorp
94
US Bancorp
Minnesota
$2K +$500 +9 +33%
PA
95
Parallel Advisors
California
$2K +$542 +13 +37%
FHA
96
First Horizon Advisors
Tennessee
$2K +$2K +64 New
S
97
SignatureFD
Georgia
$1K – – –
LC
98
Lindbrook Capital
California
$1K – – –
CA
99
Cornerstone Advisory
Maryland
$1K +$1K +15 New
Manulife (Manufacturers Life Insurance)
100
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$218 -$8 -171 -4%
1 2 3
4
5