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Of the 11 tracked institutions holding OPY, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.8pt. It's a gauge of who owns the name, not just how many.
Among the 11 tracked institutional investors we monitor, OPY (OPPENHEIMER HLDGS INC) is held with a combined value of $83.13M across 934,954 shares. The largest holder is VANGUARD GROUP INC with a position worth $31.66M. AQR CAPITAL MANAGEMENT LLC opened a new position in the most recent quarter. 6 funds increased their holdings. 4 funds reduced their position.
Total Institutional Value
$83.13M
Total Shares Held
934,954
Institutional Holders
11
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $31.66M | 0.00% | +2.8% |
| 2 | BlackRock, Inc. | $21.47M | 0.00% | +8.8% |
| 3 | STATE STREET CORP | $7.99M | 0.00% | +26.6% |
| 4 | MILLENNIUM MANAGEMENT LLC | $5.95M | 0.00% | -16.2% |
| 5 | RENAISSANCE TECHNOLOGIES LLC | $3.73M | 0.01% | +54.8% |
| 6 | CITADEL ADVISORS LLC | $2.57M | 0.00% | +21.7% |
| 7 | Fisher Asset Management, LLC | $2.54M | 0.00% | -4.8% |
| 8 | TWO SIGMA ADVISERS, LP | $2.13M | 0.00% | -10.6% |
| 9 | FMR LLC | $2.13M | 0.00% | +9.9% |
| 10 | AQR CAPITAL MANAGEMENT LLC | $1.94M | 0.00% | New |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of OPY with a position worth $31.66M, representing 0.00% of their portfolio. In total, 11 institutional investors hold OPY with a combined value of $83.13M.
In the most recent quarter, 1 fund opened a new position in OPY. Additionally, 6 increased their holdings and 4 reduced their positions.
Institutional investors hold $83.13M worth of OPY stock across 11 positions. The largest institutional holder is VANGUARD GROUP INC with $31.66M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For OPY, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their OPY positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$101.97
2026-10-21
YTD
+40.4%
62% of 52-week range
