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Ollie's Bargain Outlet

373 hedge funds and large institutions have $5.84B invested in Ollie's Bargain Outlet in 2020 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 139 increasing their positions, 129 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 38

8% more funds holding

Funds holding: 346373 (+27)

8% more repeat investments, than reductions

Existing positions increased: 139 | Existing positions reduced: 129

1.03% less ownership

Funds ownership: 103.41%102.38% (-1%)

12% less capital invested

Capital invested by funds: $6.64B → $5.84B (-$801M)

36% less funds holding in top 10

Funds holding in top 10: 117 (-4)

59% less call options, than puts

Call options by funds: $39.5M | Put options by funds: $95.7M

Holders
373
Holders Change
+27
Holders Change %
+7.8%
% of All Funds
7.53%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.14%
New
68
Increased
139
Reduced
129
Closed
38
Calls
$39.5M
Puts
$95.7M
Net Calls
-$56.3M
Net Calls Change
-$20M
Name Holding Trade Value Shares
Change
Change in
Stake
Kayne Anderson Rudnick Investment Management
1
Kayne Anderson Rudnick Investment Management
California
$546M +$3.7M +37,874 +0.6%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$418M -$130M -1,330,613 -22%
BlackRock
3
BlackRock
New York
$415M -$22.1M -225,577 -5%
Vanguard Group
4
Vanguard Group
Pennsylvania
$386M -$8.1M -82,765 -2%
Artisan Partners
5
Artisan Partners
Wisconsin
$380M -$4.14M -42,304 -1%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$347M +$58.9M +601,751 +18%
WA
7
Wasatch Advisors
Utah
$229M -$11.3M -115,895 -4%
State Street
8
State Street
Massachusetts
$112M -$2.87M -29,306 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$103M -$30.3M -309,275 -21%
Goldman Sachs
10
Goldman Sachs
New York
$98M -$40.7M -416,083 -27%
FAM
11
Fred Alger Management
New York
$96.6M +$19.2M +196,009 +22%
Neuberger Berman Group
12
Neuberger Berman Group
New York
$91.7M -$2.02M -20,684 -2%
RP
13
Riverbridge Partners
Minnesota
$88.1M +$3.38M +34,532 +4%
Wells Fargo
14
Wells Fargo
California
$85.4M -$2.4M -24,531 -2%
BAMCO Inc
15
BAMCO Inc
New York
$83.3M -$587K -6,000 -0.6%
SIMG
16
Stephens Investment Management Group
Texas
$79.8M -$18.2M -185,618 -17%
Two Sigma Investments
17
Two Sigma Investments
New York
$78M +$51.7M +528,517 +145%
GCM
18
Geneva Capital Management
Wisconsin
$69.1M +$1.82M +18,605 +2%
Invesco
19
Invesco
Georgia
$65.8M -$2.76M -28,186 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$65.2M +$2.5M +25,543 +4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$63.2M +$12.1M +124,050 +21%
Ameriprise
22
Ameriprise
Minnesota
$60.8M -$5.89M -60,180 -8%
Dimensional Fund Advisors
23
Dimensional Fund Advisors
Texas
$58M -$1.33M -13,588 -2%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$57.4M -$1.54M -15,734 -2%
RCW
25
Rheos Capital Works
Japan
$57.3M -$29.3M -300,000 -31%

OLLI Hedge Fund Activity: Q3 2020 in Review

373 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q3 2020, worth a combined $5.84B — down 12% from $6.64B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new OLLI positions and 38 closed out — a net gain of 30 holders — while 139 added to existing stakes and 129 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $58.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $130M.

  • 373 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q3 2020, up from 346 in Q2 2020.
  • Funds reported $5.84B of Ollie's Bargain Outlet stock for Q3 2020, down 12% quarter-over-quarter.
  • 68 funds opened new Ollie's Bargain Outlet positions in Q3 2020 and 38 closed out, a net change of +30 holders.
  • The largest Ollie's Bargain Outlet buyer in Q3 2020 was Fidelity Investments, an estimated $58.9M added.
  • The largest Ollie's Bargain Outlet seller in Q3 2020 was T. Rowe Price Associates, an estimated $130M sold.

Based on aggregated 13F filings for Q3 2020.