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Oppenheimer Holdings
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Overview Fund Activity

88 hedge funds and large institutions have $186M invested in Oppenheimer Holdings in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 26 increasing their positions, 21 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
1.27%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
18
Increased
26
Reduced
21
Closed
10
Calls
$1.8M
Puts
$5K
Net Calls
+$1.79M
Net Calls Change
+$1.83M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$8.56M
2
Morgan Stanley
Morgan Stanley
New York
$4.3M
3
TG
TCW Group
California
$3.92M
4
BF
BOK Financial
Oklahoma
$1.17M
5
First Trust Advisors
First Trust Advisors
Illinois
$1.08M

Top Sellers

1
PIM
Profit Investment Management
Maryland
$2.4M
2
AQR Capital Management
AQR Capital Management
Connecticut
$0
3
OSAM
O'Shaughnessy Asset Management
Connecticut
$568K
4
GCP
GSA Capital Partners
United Kingdom
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$26M -$260K -5,077 -1%
JCP
2
JB Capital Partners
New York
$25.7M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.7M +$412K +8,044 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$15.6M – – –
BlackRock
5
BlackRock
New York
$9.13M -$21.6K -422 -0.2%
American Century Companies
6
American Century Companies
Missouri
$8.56M +$2.19M +42,821 +34%
RC
7
RBF Capital
California
$8.53M -$164K -3,200 -2%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$4.47M +$165K +3,234 +4%
Morgan Stanley
9
Morgan Stanley
New York
$4.3M +$1.52M +29,691 +55%
BCM
10
Bridgeway Capital Management
Texas
$4.21M -$367K -7,180 -8%
TG
11
TCW Group
California
$3.92M +$1.36M +26,600 +53%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.38M -$456K -8,918 -12%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$3.14M -$235K -4,600 -7%
Two Sigma Investments
14
Two Sigma Investments
New York
$2.93M +$19.1K +374 +0.7%
Renaissance Technologies
15
Renaissance Technologies
New York
$2.51M +$222K +4,331 +10%
PIM
16
Profit Investment Management
Maryland
$2.4M -$1.38M -26,890 -36%
EC
17
EJF Capital
Virginia
$2.05M – – –
Millennium Management
18
Millennium Management
New York
$2.02M +$508K +9,937 +34%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.97M – – –
EF
20
Empowered Funds
Pennsylvania
$1.68M -$367K -7,180 -18%
State Street
21
State Street
Massachusetts
$1.67M +$5.12K +100 +0.3%
Fisher Asset Management
22
Fisher Asset Management
Washington
$1.57M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.42M +$25.5K +498 +2%
Citadel Advisors
24
Citadel Advisors
Florida
$1.39M +$974K +19,037 +235%
BHPW
25
Beverly Hills Private Wealth
California
$1.35M +$335K +6,555 +33%
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