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Ollie's Bargain Outlet

274 hedge funds and large institutions have $3.08B invested in Ollie's Bargain Outlet in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 117 increasing their positions, 73 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 73

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.83% more ownership

Funds ownership: 102.68%104.51% (+1.8%)

9% more call options, than puts

Call options by funds: $44M | Put options by funds: $40.3M

7% less funds holding

Funds holding: 294274 (-20)

22% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 79

28% less capital invested

Capital invested by funds: $4.27B → $3.08B (-$1.19B)

Holders
274
Holders Change
-20
Holders Change %
-6.8%
% of All Funds
6.04%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.13%
New
62
Increased
117
Reduced
73
Closed
79
Calls
$44M
Puts
$40.3M
Net Calls
+$3.73M
Net Calls Change
+$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$312M -$87.7M -1,710,048 -20%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$288M +$106M +2,064,467 +50%
BlackRock
3
BlackRock
New York
$217M -$9.24M -180,106 -4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$210M -$19.8M -385,374 -8%
WA
5
Wasatch Advisors
Utah
$195M +$56.1M +1,093,146 +35%
Artisan Partners
6
Artisan Partners
Wisconsin
$164M +$43.4M +845,784 +31%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$115M -$6.81M -132,771 -5%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$85.9M +$42.8M +834,383 +82%
State Street
9
State Street
Massachusetts
$61.3M +$1.82M +35,468 +3%
SIMG
10
Stephens Investment Management Group
Texas
$57M +$8.08M +157,509 +15%
Wells Fargo
11
Wells Fargo
California
$54.5M +$2.78M +54,301 +5%
Goldman Sachs
12
Goldman Sachs
New York
$49.2M +$26M +507,799 +92%
BAMCO Inc
13
BAMCO Inc
New York
$45.6M -$12.4M -242,338 -20%
RP
14
Riverbridge Partners
Minnesota
$44.4M +$49.2M +958,927 New
RCW
15
Rheos Capital Works
Japan
$44.3M -$14.4M -281,000 -23%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$43.3M -$647K -12,617 -1%
FAM
17
Fred Alger Management
New York
$39.1M +$4.77M +92,933 +12%
Ameriprise
18
Ameriprise
Minnesota
$39M -$10.6M -206,706 -20%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$38.4M +$6.28M +122,496 +17%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$36.9M +$40.6M +792,566 +21,450%
GCM
21
Geneva Capital Management
Wisconsin
$34.6M +$38.2M +745,815 New
Citadel Advisors
22
Citadel Advisors
Florida
$32.7M +$19M +370,578 +110%
Invesco
23
Invesco
Georgia
$32.5M -$10.1M -196,783 -22%
AllianceBernstein
24
AllianceBernstein
Tennessee
$32.3M +$15.5M +301,732 +76%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$29.8M +$25.3M +493,731 +331%

OLLI Hedge Fund Activity: Q1 2020 in Review

274 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q1 2020, worth a combined $3.08B — down 28% from $4.27B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of OLLI and 62 opened new positions — a net loss of 17 holders — while 73 trimmed existing stakes and 117 added.

The largest buyer was Kayne Anderson Rudnick Investment Management, adding an estimated $106M. The largest seller was William Blair Investment Management, cutting an estimated $96.7M.

  • 274 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q1 2020, down from 294 in Q4 2019.
  • Funds reported $3.08B of Ollie's Bargain Outlet stock for Q1 2020, down 28% quarter-over-quarter.
  • 62 funds opened new Ollie's Bargain Outlet positions in Q1 2020 and 79 closed out, a net change of -17 holders.
  • The largest Ollie's Bargain Outlet buyer in Q1 2020 was Kayne Anderson Rudnick Investment Management, an estimated $106M added.
  • The largest Ollie's Bargain Outlet seller in Q1 2020 was William Blair Investment Management, an estimated $96.7M sold.

Based on aggregated 13F filings for Q1 2020.