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Ollie's Bargain Outlet

321 hedge funds and large institutions have $3.6B invested in Ollie's Bargain Outlet in 2021 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 110 increasing their positions, 121 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.83% more ownership

Funds ownership: 107.74%111.57% (+3.8%)

9% less repeat investments, than reductions

Existing positions increased: 110 | Existing positions reduced: 121

4% less funds holding

Funds holding: 336321 (-15)

15% less capital invested

Capital invested by funds: $4.23B → $3.6B (-$628M)

15% less first-time investments, than exits

New positions opened: 61 | Existing positions closed: 72

43% less call options, than puts

Call options by funds: $59.6M | Put options by funds: $104M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
321
Holders Change
-15
Holders Change %
-4.46%
% of All Funds
4.94%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
61
Increased
110
Reduced
121
Closed
72
Calls
$59.6M
Puts
$104M
Net Calls
-$44.6M
Net Calls Change
-$12.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$491M +$131M +2,148,132 +29%
WA
2
Wasatch Advisors
Utah
$383M -$8.42M -138,243 -2%
Kayne Anderson Rudnick Investment Management
3
Kayne Anderson Rudnick Investment Management
California
$330M -$5.73M -94,028 -1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$273M -$2.71M -44,562 -0.8%
BlackRock
5
BlackRock
New York
$252M +$214K +3,512 +0.1%
T. Rowe Price Associates
6
T. Rowe Price Associates
Maryland
$186M +$32.1M +527,752 +17%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$164M -$37.6M -617,590 -16%
State Street
8
State Street
Massachusetts
$85.6M +$1.82M +29,865 +2%
FAM
9
Fred Alger Management
New York
$63.4M -$68.4M -1,123,532 -48%
SIMG
10
Stephens Investment Management Group
Texas
$62.6M +$17.8M +292,977 +31%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$60.2M -$3.55M -58,227 -5%
RP
12
Riverbridge Partners
Minnesota
$54.7M -$955K -15,680 -1%
Ameriprise
13
Ameriprise
Minnesota
$48.9M +$1.98M +32,494 +3%
Northern Trust
14
Northern Trust
Illinois
$45.9M -$3.84M -63,081 -7%
GCM
15
Geneva Capital Management
Wisconsin
$44.3M -$2.99M -49,122 -5%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$42M +$1.45M +23,775 +3%
BAM
17
Burgundy Asset Management
Ontario, Canada
$39M +$46.4M +761,137 New
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$34.8M -$1.97M -32,388 -5%
Goldman Sachs
19
Goldman Sachs
New York
$33.5M +$14.5M +237,275 +57%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$32M +$28.7M +470,486 +304%
Norges Bank
21
Norges Bank
Norway
$31.9M -$902K -14,800 -2%
Primecap Management
22
Primecap Management
California
$26.8M +$7.87M +129,170 +33%
Charles Schwab
23
Charles Schwab
California
$26.6M +$1.26M +20,678 +4%
ACA
24
Anchor Capital Advisors
Massachusetts
$25.2M -$1.1M -18,011 -4%
Wells Fargo
25
Wells Fargo
California
$23.7M -$903K -14,826 -3%

OLLI Hedge Fund Activity: Q4 2021 in Review

321 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Ollie's Bargain Outlet (OLLI) for Q4 2021, worth a combined $3.6B — down 15% from $4.23B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of OLLI and 61 opened new positions — a net loss of 11 holders — while 121 trimmed existing stakes and 110 added.

The largest buyer was Fidelity Investments, adding an estimated $131M. The largest seller was Fred Alger Management, cutting an estimated $68.4M.

  • 321 institutional investors held Ollie's Bargain Outlet (OLLI) as of Q4 2021, down from 336 in Q3 2021.
  • Funds reported $3.6B of Ollie's Bargain Outlet stock for Q4 2021, down 15% quarter-over-quarter.
  • 61 funds opened new Ollie's Bargain Outlet positions in Q4 2021 and 72 closed out, a net change of -11 holders.
  • The largest Ollie's Bargain Outlet buyer in Q4 2021 was Fidelity Investments, an estimated $131M added.
  • The largest Ollie's Bargain Outlet seller in Q4 2021 was Fred Alger Management, an estimated $68.4M sold.

Based on aggregated 13F filings for Q4 2021.