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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 %
BlackRock
1
BlackRock
New York
$23.5M -$525K -13,412 -2%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$20.8M -$395K -10,095 -2%
JCP
3
JB Capital Partners
New York
$18.6M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.2M +$712K +18,180 +6%
GWM
5
Greenwich Wealth Management
Connecticut
$12M – – –
Goldman Sachs
6
Goldman Sachs
New York
$8.47M -$320K -8,164 -4%
State Street
7
State Street
Massachusetts
$6.28M -$119K -3,045 -2%
AQR Capital Management
8
AQR Capital Management
Connecticut
$6.22M -$324K -8,268 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$5.64M +$134K +3,423 +2%
BCM
10
Bridgeway Capital Management
Texas
$3.22M -$1.88M -48,020 -37%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.71M -$94.6K -2,416 -3%
Citadel Advisors
12
Citadel Advisors
Florida
$2.58M +$1.89M +48,171 +273%
Millennium Management
13
Millennium Management
New York
$2.54M +$2.54M +64,840 New
Northern Trust
14
Northern Trust
Illinois
$2.48M -$56.4K -1,441 -2%
PIM
15
Profit Investment Management
Maryland
$2.26M – – –
Ameriprise
16
Ameriprise
Minnesota
$2.26M +$94.3K +2,409 +4%
American Century Companies
17
American Century Companies
Missouri
$2.22M +$210K +5,466 +10%
Prudential Financial
18
Prudential Financial
New Jersey
$1.79M -$446K -11,400 -20%
Los Angeles Capital Management
19
Los Angeles Capital Management
California
$1.75M -$86.9K -2,219 -5%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.51M – – –
Renaissance Technologies
21
Renaissance Technologies
New York
$1.43M +$1.03M +26,400 +259%
KWA
22
KCS Wealth Advisory
California
$1.35M -$191K -4,874 -12%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$1.16M +$945K +24,147 +436%
Morgan Stanley
24
Morgan Stanley
New York
$1.14M +$145K +3,713 +15%
DA
25
Denali Advisors
California
$1.08M -$121K -3,100 -10%
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