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Oppenheimer Holdings
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Overview Fund Activity

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
Holders
85
Holders Change
+6
Holders Change %
+7.59%
% of All Funds
1.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
27
Reduced
31
Closed
7
Calls
$360K
Puts
$125K
Net Calls
+$235K
Net Calls Change
+$549K

Top Buyers

1
Millennium Management
Millennium Management
New York
$2.54M
2
Citadel Advisors
Citadel Advisors
Florida
$2.58M
3
Renaissance Technologies
Renaissance Technologies
New York
$1.43M
4
Two Sigma Investments
Two Sigma Investments
New York
$954K
5
BGIM
Brandywine Global Investment Management
Pennsylvania
$1.16M

Top Sellers

1
BCM
Bridgeway Capital Management
Texas
$3.22M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.07M
3
Squarepoint
Squarepoint
New York
$0
4
Invesco
Invesco
Georgia
$233K
5
BlackRock
BlackRock
New York
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$15K +$11.1K +274 +282%
Russell Investments Group
77
Russell Investments Group
United Kingdom
$10.1K -$309K -7,905 -97%
QCG
78
Quadrant Capital Group
Ohio
$3.45K – – –
C
79
Covestor
United Kingdom
$2K -$2.23K -68 -53%
US Bancorp
80
US Bancorp
Minnesota
$1.25K -$313 -8 -20%
Citigroup
81
Citigroup
New York
$1.17K -$1.33K -34 -53%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$1K -$813 -13 -45%
GWS
83
Glassman Wealth Services
Virginia
$783 – – –
AF
84
Allworth Financial
California
$549 – – –
LC
85
Lindbrook Capital
California
$392 -$196 -5 -33%
Squarepoint
86
Squarepoint
New York
– -$930K -21,979 Closed
OSAM
87
O'Shaughnessy Asset Management
Connecticut
– -$462K -10,906 Closed
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
– -$328K -7,742 Closed
Connor, Clark & Lunn Investment Management (CC&L)
89
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$230K -5,426 Closed
SAM
90
Shell Asset Management
Netherlands
– -$200K -4,731 Closed
CCM
91
Copeland Capital Management
Pennsylvania
– -$39K -929 Closed
FHA
92
First Horizon Advisors
Tennessee
– -$677 -16 Closed
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