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Oppenheimer Holdings

85 hedge funds and large institutions have $164M invested in Oppenheimer Holdings in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

0.66% more ownership

Funds ownership: 37.96%38.62% (+0.66%)

13% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 31

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
85
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
$360K
Puts
$125K
Net Calls
Net Calls Change

Top Sellers

1 -$1.88M
2 -$969K
3 -$930K
4
Invesco
Invesco
Georgia
-$568K
5
BlackRock
BlackRock
New York
-$525K
Name Holding Trade Value Shares
Change
Change in
Stake
76
$15K
77
$10.1K
78
$3.45K
79
$2K
80
$1.25K
81
$1.17K
82
$1K
83
$783
84
$549
85
$392
86
87
88
89
90
91
92