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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
1
$23.5M
2
$20.8M
3
$18.6M
4
$12.2M
5
$12M
6
$8.47M
7
$6.28M
8
$6.22M
9
$5.64M
10
$3.22M
11
$2.71M
12
$2.58M
13
$2.54M
14
$2.48M
15
$2.26M
16
$2.26M
17
$2.22M
18
$1.79M
19
$1.75M
20
$1.51M
21
$1.43M
22
$1.35M
23
$1.16M
24
$1.14M
25
$1.08M