Signals

← Signals

☆OPY

135 in-universe funds with a nonzero position in OPY within the trailing 4 quarters, as of 2026Q1

Catalyst Timeline merged from Insider (Form 4), 8-K and Ownership/dilution filings already on file -- not a live news feed

DateTypeWhat happened
2026-08-03 8-K Item(s) 7.01, 9.01
2026-07-31 8-K Item(s) 2.02, 9.01
2026-05-05 8-K Item(s) 5.03, 5.07, 9.01
2026-05-04 8-K Item(s) 7.01, 9.01
2026-05-01 8-K Item(s) 2.02, 9.01
2026-04-27 8-K Item(s) 1.01, 9.01
2026-02-02 8-K Item(s) 7.01, 9.01
2026-01-30 8-K Item(s) 2.02, 9.01
2025-12-12 8-K Item(s) 8.01, 9.01
2025-11-03 8-K Item(s) 7.01, 9.01
2020-11-24 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2020-11-24 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2020-10-09 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3)
2017-09-19 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2017-09-19 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2017-08-07 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3)
2012-03-16 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2011-08-11 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3/A)
2011-06-16 Ownership Dilution filing by OPPENHEIMER HOLDINGS INC (S-3)

Flow ranking

Rank#1726
Score / z0.002 / -0.02
Consensus47.04 over 75 funds
Momentumnot computed

Price & positioning

225 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

Negative / total0 / 2
FiledFormItems
2026-08-03 8-K 7.01, 9.01
2026-07-31 8-K 2.02, 9.01
2026-05-05 8-K 5.03, 5.07, 9.01
2026-05-04 8-K 7.01, 9.01
2026-05-01 8-K 2.02, 9.01
2026-04-27 8-K 1.01, 9.01
2026-02-02 8-K 7.01, 9.01
2026-01-30 8-K 2.02, 9.01
2025-12-12 8-K 8.01, 9.01
2025-11-03 8-K 7.01, 9.01
Showing the 10 most recent.

Ownership

13D / 13G / dilution0 / 0 / 0
FiledFormFiler
2020-11-24 S-3/A OPPENHEIMER HOLDINGS INC
2020-11-24 S-3/A OPPENHEIMER HOLDINGS INC
2020-10-09 S-3 OPPENHEIMER HOLDINGS INC
2017-09-19 S-3/A OPPENHEIMER HOLDINGS INC
2017-09-19 S-3/A OPPENHEIMER HOLDINGS INC
2017-08-07 S-3 OPPENHEIMER HOLDINGS INC
2012-03-16 S-3/A OPPENHEIMER HOLDINGS INC
2011-08-11 S-3/A OPPENHEIMER HOLDINGS INC
2011-06-16 S-3 OPPENHEIMER HOLDINGS INC

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
–
Fund Positions
–
Quarters Held
–

Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆JB CAPITAL PARTNERS LP CIK 0001138532 0.749 87 44.9 7.7% 4 +1.5 pp +1.4 pp +1.6 pp +7.7 pp
☆DIMENSIONAL FUND ADVISORS LP CIK 0000354204 0.963 3221 44.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 31.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 16.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ROYCE & ASSOCIATES LP CIK 0000906304 0.492 747 15.2 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 14.6 0.8% 4 +0.2 pp +0.2 pp +0.2 pp +0.8 pp
☆Boston Partners CIK 0001386060 0.833 802 11.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 9.0 0.4% 4 -0.0 pp -0.1 pp -0.6 pp +0.4 pp
☆CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 9.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 7.9 0.0% 6 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GEODE CAPITAL MANAGEMENT, LLC CIK 0001214717 0.990 4447 7.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIDGEWAY CAPITAL MANAGEMENT, LLC CIK 0001107261 0.377 1233 6.5 0.1% 4 +0.0 pp +0.1 pp +0.0 pp +0.1 pp
☆ARROWSTREET CAPITAL, LIMITED PARTNERSHIP CIK 0001164508 0.882 1887 6.4 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.0 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STATE STREET CORP (STT, STT-PG) CIK 0000093751 0.993 4261 5.3 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arbiter Partners Capital Management LLC CIK 0001513193 0.542 42 4.9 3.3% 4 +1.2 pp +0.5 pp +0.1 pp +3.3 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 4.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TWO SIGMA INVESTMENTS, LP CIK 0001179392 0.542 3901 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VANGUARD FIDUCIARY TRUST CO CIK 0000933478 0.000 4076 3.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 3.4 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 3.3 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Voleon Capital Management LP CIK 0001479847 0.337 761 3.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆BOOTHBAY FUND MANAGEMENT, LLC CIK 0001549230 0.057 1962 2.9 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Man Group plc CIK 0001637460 0.631 2032 2.8 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Neuberger Berman Group LLC CIK 0001465109 0.900 2283 2.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 2.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆POLEN CAPITAL MANAGEMENT LLC CIK 0001034524 0.845 219 2.4 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 2.4 0.0% 5 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Fisher Asset Management, LLC CIK 0000850529 0.972 1037 2.3 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 2.3 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BOKF, NA CIK 0000009634 0.752 1160 2.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 2.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.0 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Beverly Hills Private Wealth, LLC CIK 0001965710 0.150 249 2.0 0.3% 4 +0.1 pp +0.1 pp +0.1 pp +0.3 pp
☆Connor, Clark & Lunn Investment Management Ltd. CIK 0001596800 0.724 1622 1.8 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 1.8 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆EJF Capital LP CIK 0001353254 0.130 72 1.8 1.3% 4 +0.4 pp +0.4 pp -0.8 pp +1.3 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 1.7 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 1.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆LAZARD ASSET MANAGEMENT LLC CIK 0001207017 0.845 1932 1.6 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 1.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Round Rock Advisors LLC CIK 0001846991 0.524 318 1.3 0.2% 3 +0.0 pp +0.1 pp +0.2 pp +0.2 pp
☆TCW GROUP INC CIK 0000850401 0.730 629 1.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.2 0.0% 1 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆TUDOR INVESTMENT CORP ET AL CIK 0000923093 0.099 1679 1.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆SEI INVESTMENTS CO (SEIC) CIK 0000350894 0.885 3272 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Trexquant Investment LP CIK 0001633445 0.115 1625 1.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Russell Investments Group, Ltd. CIK 0001692234 0.905 4383 1.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NorthCrest Asset Manangement, LLC CIK 0001893159 0.599 928 1.0 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆XTX Topco Ltd CIK 0001828301 0.023 4087 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CANADA PENSION PLAN INVESTMENT BOARD CIK 0001283718 0.909 1694 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Point72 Asset Management, L.P. CIK 0001603466 0.241 1978 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CORSAIR CAPITAL MANAGEMENT, L.P. CIK 0001276470 0.632 164 0.8 0.1% 4 +0.0 pp -0.0 pp +0.0 pp +0.1 pp
☆Quadrature Capital Ltd CIK 0001651424 0.000 1542 0.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRELUDE CAPITAL MANAGEMENT, LLC CIK 0001387508 0.030 1171 0.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Penn Capital Management Company, LLC CIK 0001158202 0.097 185 0.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ALPS ADVISORS INC CIK 0001376113 0.942 1170 0.5 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Inspire Investing, LLC CIK 0001670139 0.034 1266 0.5 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 0.5 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Susquehanna Portfolio Strategies, LLC CIK 0001996449 0.056 833 0.4 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆DGS Capital Management, LLC CIK 0001900110 0.204 619 0.3 0.1% 4 +0.0 pp +0.0 pp +0.0 pp +0.1 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.3 0.0% 4 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Engineers Gate Manager LP CIK 0001620220 0.031 2192 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ExodusPoint Capital Management, LP CIK 0001736225 0.000 1411 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 0.2 0.0% 2 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Vanguard Personalized Indexing Management, LLC CIK 0001767306 0.772 2242 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Vanguard Global Advisers, LLC CIK 0001811242 0.000 3638 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆O'SHAUGHNESSY ASSET MANAGEMENT, LLC CIK 0001423442 0.738 2587 0.2 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Avise Financial Cooperative, Inc. CIK 0002013342 0.216 114 0.2 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
☆Missouri Trust & Investment Co CIK 0001908186 0.487 146 0.2 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quantbot Technologies LP CIK 0001512991 0.011 1893 0.1 0.0% 4 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆McIlrath & Eck, LLC CIK 0001701714 0.332 1645 0.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Parallel Advisors, LLC CIK 0001690010 0.782 3893 0.1 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthCollab, LLC CIK 0002017870 0.551 969 0.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆RHUMBLINE ADVISERS CIK 0001115418 0.943 4189 0.0 0.0% 5 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆SIGNATUREFD, LLC CIK 0001456048 0.915 3484 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ares Financial Consulting, LLC CIK 0002106717 0.267 1132 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ARMSTRONG ADVISORY GROUP, INC CIK 0001932952 0.601 985 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EASTERN BANK CIK 0001126395 0.668 1038 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.0 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Smartleaf Asset Management LLC CIK 0002010393 0.619 3465 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SBI Securities Co., Ltd. CIK 0001851815 0.645 4072 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FIFTH THIRD BANCORP (FITB, FITB-PA, FITB-PI, FITB-PK, FITB-PM) CIK 0000035527 0.916 4332 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CWM, LLC CIK 0001535847 0.788 5645 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ACADIAN ASSET MANAGEMENT LLC CIK 0000916542 0.040 1987 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 0.0 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆BESSEMER GROUP INC CIK 0001054074 0.063 2558 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆QUADRANT CAPITAL GROUP LLC CIK 0001650717 0.494 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆FIRST TRUST ADVISORS LP CIK 0001125816 0.822 2655 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Profit Investment Management, LLC CIK 0001286295 0.000 35 0.0 0.0% 0 +0.0 pp -3.1 pp -2.9 pp +0.0 pp
☆Brevan Howard Capital Management LP CIK 0001512857 0.000 1914 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆CAXTON ASSOCIATES LLP CIK 0002051323 0.260 728 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Y-Intercept (Hong Kong) Ltd CIK 0001772875 0.011 1651 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Walleye Capital LLC CIK 0001758720 0.283 1924 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆State of Tennessee, Department of Treasury CIK 0001587973 0.854 1721 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆PDT Partners, LLC CIK 0001564702 0.042 489 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 0001803916 0.000 1217 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SIMPLEX TRADING, LLC CIK 0001488542 0.062 2733 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆First Horizon Advisors, Inc. CIK 0001588539 0.589 2345 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆MARSHALL WACE, LLP CIK 0001318757 0.756 2719 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆OMERS ADMINISTRATION Corp CIK 0001053321 0.328 906 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Aquatic Capital Management LLC CIK 1803916 0.018 1209 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆HARBOUR INVESTMENTS, INC. CIK 0000810121 0.643 4768 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Metis Global Partners, LLC CIK 0001594916 0.657 714 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Verition Fund Management LLC CIK 0001454027 0.193 1442 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NORGES BANK CIK 0001374170 0.994 1617 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆VANGUARD GROUP INC CIK 0000102909 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AlphaQuest LLC CIK 0001883897 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆TWO SIGMA ADVISERS, LP CIK 0001478735 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆GAMMA Investing LLC CIK 0002010235 0.492 4173 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MACKENZIE FINANCIAL CORP CIK 0000919859 0.842 1534 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
☆Brandywine Global Investment Management, LLC CIK 0000829108 0.000 0 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆NISA INVESTMENT ADVISORS, LLC CIK 0000937615 0.963 3093 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.0 0.0% 0 +0.0 pp +0.0 pp -0.4 pp +0.0 pp
☆ALGERT GLOBAL LLC CIK 0001275218 0.156 1234 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just OPY). Qtrs Held counts distinct quarters this fund has actually held OPY (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its OPY position size. Δ columns are the percentage-point change in OPY's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q4 / 2025Q3 / 2025Q2 / 2025Q1) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status