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Ollie's Bargain Outlet

470 hedge funds and large institutions have $7.35B invested in Ollie's Bargain Outlet in 2024 Q4 according to their latest regulatory filings, with 108 funds opening new positions, 173 increasing their positions, 128 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 108 | Existing positions closed: 45

35% more repeat investments, than reductions

Existing positions increased: 173 | Existing positions reduced: 128

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17% more capital invested

Capital invested by funds: $6.27B → $7.35B (+$1.08B)

14% more funds holding

Funds holding: 414470 (+56)

4.18% more ownership

Funds ownership: 105.12%109.29% (+4.2%)

26% less call options, than puts

Call options by funds: $106M | Put options by funds: $144M

Holders
470
Holders Change
+56
Holders Change %
+13.53%
% of All Funds
6.19%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
108
Increased
173
Reduced
128
Closed
45
Calls
$106M
Puts
$144M
Net Calls
-$37.4M
Net Calls Change
-$46.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$815M -$143M -1,435,451 -16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$639M +$7.02M +70,496 +1%
BlackRock
3
BlackRock
New York
$592M +$12.3M +123,946 +2%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$510M +$293M +2,948,393 +174%
WA
5
Wasatch Advisors
Utah
$431M -$8.18M -82,211 -2%
Capital Research Global Investors
6
Capital Research Global Investors
California
$274M -$10.4M -104,190 -4%
State Street
7
State Street
Massachusetts
$211M +$5.14M +51,627 +3%
CAM
8
Congress Asset Management
Massachusetts
$210M +$123M +1,235,994 +182%
Invesco
9
Invesco
Georgia
$181M +$1.72M +17,302 +1%
AllianceBernstein
10
AllianceBernstein
Tennessee
$179M +$18.5M +186,313 +13%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$136M +$2.48M +24,890 +2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$119M +$410K +4,116 +0.4%
GCM
13
Geneva Capital Management
Wisconsin
$114M -$1.19M -11,923 -1%
HRCM
14
Hood River Capital Management
Florida
$86.5M +$2.18M +21,941 +3%
Charles Schwab
15
Charles Schwab
California
$83M +$238K +2,393 +0.3%
JCM
16
Junto Capital Management
New York
$81.2M -$14.3M -143,482 -16%
Norges Bank
17
Norges Bank
Norway
$80.7M -$304K -3,054 -0.4%
SIMG
18
Stephens Investment Management Group
Texas
$78.4M +$71.1M +714,078 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$77.1M -$19.8M -198,788 -22%
Wells Fargo
20
Wells Fargo
California
$74.4M +$51.8M +520,810 +330%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$71.3M +$19M +190,855 +42%
UBS Group
22
UBS Group
Switzerland
$65.8M +$58M +582,435 +3,314%
Morgan Stanley
23
Morgan Stanley
New York
$61.3M +$24.2M +243,187 +77%
Northern Trust
24
Northern Trust
Illinois
$61M +$8.62M +86,569 +18%
FAM
25
Fred Alger Management
New York
$59.2M -$23.1M -232,589 -30%