Oppenheimer Holdings (OPY)

• Market cap: $645M
• 1 day: 1.04%
• 5 days: 0.24%
• 1 month: 3.74%
• 3 months: 23.47%
• 6 months: 35.41%
• Year to date: 51.17%
• 1 year: 54.85%
• 5 years: 124.64%
• 10 years: 164.84%
• Sector: Financials
• Industry: Security Brokers, Dealers & Flotation Companies

About: Oppenheimer Holdings Inc conducts activities in the securities industry. The company is involved in retail securities brokerage, investment banking (both corporate and public finance), institutional sales and trading, market-making, research, trust services, and investment advisory and asset management services. The company has three segments: private client, asset management, and capital markets. The Private Client segment, commissions and a proportionate amount of fee income earned on assets under management ("AUM"), net interest earnings on client margin loans and cash balances, fees from money market funds, and custodian fees. The company generates the majority of its revenue from the Americas, with the rest from Europe, the Middle East, and Asia.

Employees: 2,992

Fund manager confidence

Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)

35,820% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $5K

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

14% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 22

11% more capital invested

Capital invested by funds: $168M [Q2] → $186M (+$18M) [Q3]

10% more funds holding

Funds holding: 80 [Q2] → 88 (+8) [Q3]

1.31% more ownership

Funds ownership: 34.28% [Q2] → 35.59% (+1.31%) [Q3]

0% more funds holding in top 10

Funds holding in top 10: 1 [Q2] → 1 (+0) [Q3]