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Oppenheimer Holdings

80 hedge funds and large institutions have $165M invested in Oppenheimer Holdings in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

12% less call options, than puts

Call options by funds: $302K | Put options by funds: $345K

40% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 30

Holders
80
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
$302K
Puts
$345K
Net Calls
Net Calls Change

Top Buyers

1 +$3.44M
2 +$2.4M
3 +$1.55M
4
Victory Capital Management
Victory Capital Management
Texas
+$1.2M
5
Morgan Stanley
Morgan Stanley
New York
+$915K
Name Holding Trade Value Shares
Change
Change in
Stake
1
$24.6M
2
$24.1M
3
$17.1M
4
$14.6M
5
$8.57M
6
$8.14M
7
$5.96M
8
$4.29M
9
$4.04M
10
$3.59M
11
$3.54M
12
$3.16M
13
$2.73M
14
$2.61M
15
$2.4M
16
$2.14M
17
$1.92M
18
$1.92M
19
$1.84M
20
$1.56M
21
$1.47M
22
$1.41M
23
$1.38M
24
$1.36M
25
$1.31M