OLB
14 hedge funds and large institutions have $628K invested in OLB in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
64% more capital invested
Capital invested by funds: $383K → $628K (+$246K)
17% more funds holding
Funds holding: 12 → 14 (+2)
0.04% more ownership
Funds ownership: 0.35% → 0.39% (+0.04%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cerity Partners
New York
|
+$36.1K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$25.3K |
| 3 |
Renaissance Technologies
New York
|
+$7.87K |
| 4 |
VF
Virtu Financial
New York
|
+$7.58K |
| 5 |
Morgan Stanley
New York
|
+$2.17K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$21K |
| 2 |
HF
HRT Financial
New York
|
-$9K |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$910 |
| 4 |
JP Morgan Chase
New York
|
-$7 |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
1
Vanguard Group
Malvern,
Pennsylvania
| $240K | -$21K | -2,911 | -11% |
|
2
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $106K | – | – | – |
|
3
Geode Capital Management
Boston,
Massachusetts
| $76.1K | – | – | – |
|
|
4
Cerity Partners
New York
| $53K | +$36.1K | +5,000 | New |
|
|
AT
5
Avalon Trust
Santa Fe,
New Mexico
| $38.2K | – | – | – |
|
|
6
Citadel Advisors
Miami,
Florida
| $37.2K | +$25.3K | +3,505 | New |
|
7
State Street
Boston,
Massachusetts
| $28.9K | – | – | – |
|
|
8
Renaissance Technologies
New York
| $12K | +$7.87K | +1,090 | New |
|
|
VF
9
Virtu Financial
New York
| $11K | +$7.58K | +1,050 | New |
|
10
Wells Fargo
San Francisco,
California
| $10.7K | – | – | – |
|
|
TRCT
11
Tower Research Capital (TRC)
New York
| $8.18K | -$910 | -126 | -14% |
|
|
12
Morgan Stanley
New York
| $6.36K | +$2.17K | +300 | +100% |
|
13
UBS Group
Zurich,
Switzerland
| $952 | +$462 | +64 | +246% |
|
14
Osaic Holdings
Scottsdale,
Arizona
| $106 | – | – | – |
|
|
HF
15
HRT Financial
New York
| – | -$9K | -1,319 | Closed |
|
|
16
JP Morgan Chase
New York
| – | -$7 | -1 | Closed |
|
OLB Hedge Fund Activity: Q4 2023 in Review
14 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in OLB (OLB) for Q4 2023, worth a combined $628K — up 64% from $383K a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new OLB positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Cerity Partners, opening a new position worth an estimated $36.1K. The largest seller was Vanguard Group, cutting an estimated $21K.
- 14 institutional investors held OLB (OLB) as of Q4 2023, up from 12 in Q3 2023.
- Funds reported $628K of OLB stock for Q4 2023, up 64% quarter-over-quarter.
- 4 funds opened new OLB positions in Q4 2023 and 2 closed out, a net change of +2 holders.
- The largest OLB buyer in Q4 2023 was Cerity Partners, an estimated $36.1K added.
- The largest OLB seller in Q4 2023 was Vanguard Group, an estimated $21K sold.
Based on aggregated 13F filings for Q4 2023.