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Oppenheimer Holdings
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Overview Fund Activity

79 hedge funds and large institutions have $152M invested in Oppenheimer Holdings in 2022 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 16 increasing their positions, 36 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
79
Holders Change
–
Holders Change %
0%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
15
Increased
16
Reduced
36
Closed
14
Calls
$114K
Puts
$428K
Net Calls
-$314K
Net Calls Change
+$3.08M

Top Buyers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$7.08M
2
Invesco
2
Invesco
Georgia
$867K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$747K
4
Bank of America
4
Bank of America
North Carolina
$622K
5
TI
5
Trexquant Investment
Connecticut
$330K

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$12.4M
2
BCM
2
Bridgeway Capital Management
Texas
$5.52M
3
Goldman Sachs
3
Goldman Sachs
New York
$9.51M
4
Citadel Advisors
4
Citadel Advisors
Florida
$747K
5
Renaissance Technologies
5
Renaissance Technologies
New York
$432K
Name Holding Trade Value Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$26M +$210K +4,962 +0.8%
JCP
2
JB Capital Partners
New York
$20M – – –
GWM
3
Greenwich Wealth Management
Connecticut
$12.9M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.4M -$3.28M -77,447 -21%
Goldman Sachs
5
Goldman Sachs
New York
$9.51M -$2.82M -66,569 -23%
AQR Capital Management
6
AQR Capital Management
Connecticut
$7.08M +$1.19M +28,172 +20%
State Street
7
State Street
Massachusetts
$6.92M -$177K -4,185 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$5.95M -$342K -8,076 -5%
BCM
9
Bridgeway Capital Management
Texas
$5.52M -$2.94M -69,433 -35%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$3.03M -$227K -5,371 -7%
MPAM
11
Monarch Partners Asset Management
Massachusetts
$2.99M +$21.3K +504 +0.7%
Northern Trust
12
Northern Trust
Illinois
$2.74M -$141K -3,329 -5%
PIM
13
Profit Investment Management
Maryland
$2.44M – – –
Prudential Financial
14
Prudential Financial
New Jersey
$2.42M -$19.7K -465 -0.8%
Ameriprise
15
Ameriprise
Minnesota
$2.34M -$230K -5,434 -9%
American Century Companies
16
American Century Companies
Missouri
$2.22M +$192K +4,542 +9%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$2.2M +$44.1K +1,042 +2%
Los Angeles Capital Management
18
Los Angeles Capital Management
California
$1.98M – – –
KWA
19
KCS Wealth Advisory
California
$1.67M +$43K +1,015 +3%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.63M – – –
DA
21
Denali Advisors
California
$1.3M +$114K +2,700 +10%
Nuveen Asset Management
22
Nuveen Asset Management
Illinois
$1.22M -$285K -6,730 -19%
Morgan Stanley
23
Morgan Stanley
New York
$1.07M -$595K -14,045 -36%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$943K -$46.6K -1,100 -5%
Squarepoint
25
Squarepoint
New York
$930K -$90.4K -2,135 -9%
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