Cliff Asness's OPY Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 18,351 shares of Oppenheimer Holdings Inc. (OPY) worth $1.94 M, representing 0.00% of the portfolio. First purchased in 2018-Q1, this long-term strategic position has been held for 28 quarters.
Based on 13F filings, Cliff Asness has maintained a strategic position in OPY, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 103,943 shares. Largest reduction occurred in Q4 2023, reducing 68,728 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Oppenheimer Holdings (OPY) Holding Value Over Time
Track share changes against reported price movement
Quarterly Oppenheimer Holdings (OPY) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2026 | +18,351 | New Buy | 18,351 | $105.54 |
| Q3 2024 | -22,274 | Sold Out | 0 | $0.00 |
| Q2 2024 | -33,590 | Reduce 60.13% | 22,274 | $47.91 |
| Q1 2024 | -43,620 | Reduce 43.85% | 55,864 | $39.92 |
| Q4 2023 | -68,728 | Reduce 40.86% | 99,484 | $41.32 |
| Q3 2023 | -1,937 | Reduce 1.14% | 168,212 | $38.31 |
| Q2 2023 | +11,148 | Add 7.01% | 170,149 | $40.18 |
| Q1 2023 | -8,268 | Reduce 4.94% | 159,001 | $39.15 |
| Q4 2022 | +28,172 | Add 20.25% | 167,269 | $42.33 |
| Q3 2022 | +83,834 | Add 151.70% | 139,097 | $30.98 |
| Q2 2022 | +18,943 | Add 52.16% | 55,263 | $33.04 |
| Q1 2022 | -4,937 | Reduce 11.97% | 36,320 | $43.58 |
| Q4 2021 | -6,190 | Reduce 13.05% | 41,257 | $46.37 |
| Q3 2021 | -32,309 | Reduce 40.51% | 47,447 | $45.29 |
| Q2 2021 | -5,584 | Reduce 6.54% | 79,756 | $50.84 |
| Q1 2021 | -7,081 | Reduce 7.66% | 85,340 | $40.05 |
| Q4 2020 | -14,866 | Reduce 13.86% | 92,421 | $31.43 |
| Q3 2020 | -36,102 | Reduce 25.18% | 107,287 | $22.32 |
| Q2 2020 | -7,612 | Reduce 5.04% | 143,389 | $21.79 |
| Q1 2020 | -63,797 | Reduce 29.70% | 151,001 | $19.76 |
| Q4 2019 | -26,341 | Reduce 10.92% | 214,798 | $27.48 |
| Q3 2019 | -19,805 | Reduce 7.59% | 241,139 | $30.06 |
| Q2 2019 | -48,081 | Reduce 15.56% | 260,944 | $27.22 |
| Q1 2019 | +35,904 | Add 13.15% | 309,025 | $26.02 |
| Q4 2018 | +36,307 | Add 15.33% | 273,121 | $25.55 |
| Q3 2018 | +103,943 | Add 78.23% | 236,814 | $31.60 |
| Q2 2018 | +97,971 | Add 280.72% | 132,871 | $28.00 |
| Q1 2018 | +34,900 | New Buy | 34,900 | $25.76 |
Cliff Asness's Oppenheimer Holdings Investment FAQs
Cliff Asness first purchased Oppenheimer Holdings Inc. (OPY) in Q1 2018, acquiring 34,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Oppenheimer Holdings Inc. (OPY) for 28 quarters since Q1 2018.
Cliff Asness's largest addition to Oppenheimer Holdings Inc. (OPY) was in Q3 2018, adding 236,814 shares worth $7.48 M.
According to the latest 13F filing for Q2 2026, Cliff Asness's firm, Aqr Capital Management LLC, owns 18,351 shares of Oppenheimer Holdings Inc. (OPY), valued at approximately $1.94 M.
As of the Q2 2026 filing, Oppenheimer Holdings Inc. (OPY) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Oppenheimer Holdings Inc. (OPY) was 309,025 shares, as reported at the end of Q1 2019.