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Oppenheimer Holdings
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Overview Fund Activity

77 hedge funds and large institutions have $142M invested in Oppenheimer Holdings in 2023 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
+2
Holders Change %
+2.67%
% of All Funds
1.13%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
26
Reduced
22
Closed
10
Calls
$821K
Puts
$66K
Net Calls
+$755K
Net Calls Change
+$989K

Top Buyers

1
Two Sigma Advisers
1
Two Sigma Advisers
New York
$3.16M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.39M
3
Morgan Stanley
3
Morgan Stanley
New York
$2.54M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.17M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.58M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$4.11M
2
Millennium Management
2
Millennium Management
New York
$3.01M
3
GCP
3
GSA Capital Partners
United Kingdom
$0
4
Ameriprise
4
Ameriprise
Minnesota
$1.44M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$1.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$21.3M -$58.4K -1,414 -0.3%
JCP
2
JB Capital Partners
New York
$19.6M – – –
GWM
3
Greenwich Wealth Management
Connecticut
$12.6M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$11.3M -$337K -8,144 -3%
BlackRock
5
BlackRock
New York
$8.37M -$333K -8,070 -4%
RC
6
RBF Capital
California
$7.06M -$12.4K -300 -0.2%
AQR Capital Management
7
AQR Capital Management
Connecticut
$4.11M -$2.84M -68,728 -41%
BCM
8
Bridgeway Capital Management
Texas
$3.67M +$127K +3,072 +4%
Two Sigma Investments
9
Two Sigma Investments
New York
$3.39M +$1.57M +37,911 +86%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$3.16M +$1.64M +39,600 +108%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$3.13M +$76.5K +1,851 +3%
PIM
12
Profit Investment Management
Maryland
$3.12M +$244K +5,910 +8%
Millennium Management
13
Millennium Management
New York
$3.01M -$1.52M -36,902 -34%
American Century Companies
14
American Century Companies
Missouri
$2.8M +$307K +7,435 +12%
Morgan Stanley
15
Morgan Stanley
New York
$2.54M +$1.21M +29,394 +92%
Renaissance Technologies
16
Renaissance Technologies
New York
$2.23M +$731K +17,700 +49%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$1.89M +$716K +17,321 +61%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$1.67M -$336K -8,142 -17%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.59M – – –
Citadel Advisors
20
Citadel Advisors
Florida
$1.58M +$1.13M +27,334 +249%
EC
21
EJF Capital
Virginia
$1.47M +$47.9K +1,160 +3%
State Street
22
State Street
Massachusetts
$1.45M +$128K +3,100 +10%
Ameriprise
23
Ameriprise
Minnesota
$1.44M -$626K -15,157 -30%
EF
24
Empowered Funds
Pennsylvania
$1.42M +$127K +3,072 +10%
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$1.32M +$5.79K +140 +0.4%
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