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Ollie's Bargain Outlet

204 hedge funds and large institutions have $1.92B invested in Ollie's Bargain Outlet in 2017 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 84 increasing their positions, 59 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 18

42% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 59

22% more capital invested

Capital invested by funds: $1.57B → $1.92B (+$348M)

9% more funds holding

Funds holding: 187204 (+17)

3.02% more ownership

Funds ownership: 90.95%93.97% (+3%)

58% less call options, than puts

Call options by funds: $8.11M | Put options by funds: $19.2M

Holders
204
Holders Change
+17
Holders Change %
+9.09%
% of All Funds
5.08%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
42
Increased
84
Reduced
59
Closed
18
Calls
$8.11M
Puts
$19.2M
Net Calls
-$11.1M
Net Calls Change
-$7.91M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$219M +$37.6M +1,195,337 +22%
BlackRock
2
BlackRock
New York
$162M +$152M +4,824,555 +213,381%
Vanguard Group
3
Vanguard Group
Pennsylvania
$139M +$8.37M +266,158 +7%
WA
4
Wasatch Advisors
Utah
$104M +$119K +3,778 +0.1%
AllianceBernstein
5
AllianceBernstein
Tennessee
$98.8M +$654K +20,795 +0.7%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$65.1M +$24.7M +783,793 +68%
EAM
7
Eagle Asset Management
Florida
$63M +$144K +4,569 +0.2%
Kayne Anderson Rudnick Investment Management
8
Kayne Anderson Rudnick Investment Management
California
$56.5M +$10.4M +331,761 +25%
ORI
9
Oak Ridge Investments
Illinois
$47.4M -$4.39M -139,472 -9%
Baird Financial Group
10
Baird Financial Group
Wisconsin
$41.5M -$221K -7,017 -0.6%
Artisan Partners
11
Artisan Partners
Wisconsin
$38.4M -$1.3M -41,387 -3%
TCM
12
TimesSquare Capital Management
New York
$38.4M -$14.1M -447,900 -28%
MWNA
13
Marshall Wace North America
New York
$38.2M +$35.4M +1,124,358 New
SIMG
14
Stephens Investment Management Group
Texas
$38.2M +$3.78M +120,270 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$38.2M +$14M +443,708 +64%
Victory Capital Management
16
Victory Capital Management
Texas
$37.9M -$4.54M -144,338 -11%
CAM
17
Cortina Asset Management
Wisconsin
$35.1M +$2.44M +77,549 +8%
Bank of America
18
Bank of America
North Carolina
$32.7M +$4.22M +134,297 +16%
O
19
OppenheimerFunds
New York
$32.7M -$2.34M -74,240 -7%
Wells Fargo
20
Wells Fargo
California
$30.8M +$2.89M +91,926 +11%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$28.6M +$8.36M +265,646 +45%
State Street
22
State Street
Massachusetts
$26.8M +$2.14M +67,905 +9%
JP Morgan Chase
23
JP Morgan Chase
New York
$22.2M -$1.79M -56,886 -8%
EA
24
Emerald Advisers
Pennsylvania
$22.2M -$46.1K -1,465 -0.2%
WRF
25
Waddell & Reed Financial
Kansas
$21.1M +$1.45M +46,230 +8%

OLLI Hedge Fund Activity: Q1 2017 in Review

204 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q1 2017, worth a combined $1.92B — up 22% from $1.57B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new OLLI positions and 18 closed out — a net gain of 24 holders — while 84 added to existing stakes and 59 trimmed.

The largest buyer was BlackRock, adding an estimated $152M. The largest seller was Marshall Wace, exiting entirely with an estimated $52.3M sold.

  • 204 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q1 2017, up from 187 in Q4 2016.
  • Funds reported $1.92B of Ollie's Bargain Outlet stock for Q1 2017, up 22% quarter-over-quarter.
  • 42 funds opened new Ollie's Bargain Outlet positions in Q1 2017 and 18 closed out, a net change of +24 holders.
  • The largest Ollie's Bargain Outlet buyer in Q1 2017 was BlackRock, an estimated $152M added.
  • The largest Ollie's Bargain Outlet seller in Q1 2017 was Marshall Wace, an estimated $52.3M sold.

Based on aggregated 13F filings for Q1 2017.