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Olo Inc
OLO

Overview Fund Activity

180 hedge funds and large institutions have $1.04B invested in Olo Inc in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 62 increasing their positions, 47 reducing their positions, and 18 closing their positions.

Holders
180
Holders Change
+4
Holders Change %
+2.27%
% of All Funds
2.88%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
24
Increased
62
Reduced
47
Closed
18
Calls
$1.72M
Puts
$1.28M
Net Calls
+$439K
Net Calls Change
+$316K

Top Buyers

1
BCM
1
Brown Capital Management
Maryland
$122M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$8.42M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$10.4M
4
SEI Investments
4
SEI Investments
Pennsylvania
$7.85M
5
SAM
5
Silvercrest Asset Management
New York
$4.5M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$6.13M
2
Morgan Stanley
2
Morgan Stanley
New York
$21.3M
3
Millennium Management
3
Millennium Management
New York
$2.66M
4
PFO
4
Pathstone Family Office
New Jersey
$4.89M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$44.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OQS
101
Occudo Quantitative Strategies
Florida
$222K 27,261 +27,261 New
BCM
102
Bayesian Capital Management
New York
$220K 27,005 -25,100 -48%
PTC
103
Petrus Trust Company
Texas
$219K 26,844 +26,844 New
CSS
104
Cubist Systematic Strategies
Connecticut
$218K 26,685 +16,590 +164%
SRAM
105
Spouting Rock Asset Management
Pennsylvania
$214K 26,215 +9,233 +54%
NRD
106
Nebula Research & Development
New York
$199K 24,370 +24,370 New
VAS
107
Vestmark Advisory Solutions
Massachusetts
$196K 23,981 +539 +2%
TC
108
Telemus Capital
Michigan
$195K 23,844 – –
AWAU
109
Alliance Wealth Advisors (Utah)
Utah
$191K 23,403 +1,299 +6%
CIP
110
Cornerstone Investment Partners
Georgia
$185K 22,659 -3,408 -13%
Zurich Cantonal Bank
111
Zurich Cantonal Bank
Switzerland
$181K 22,187 +6,968 +46%
WP
112
Woodline Partners
California
$175K 21,462 -16,633 -44%
JF
113
Jump Financial
Illinois
$169K 20,700 +20,700 New
Franklin Resources
114
Franklin Resources
California
$164K 20,123 +131 +0.7%
SWS
115
SYSTM Wealth Solutions
Illinois
$157K 19,271 – –
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$157K 19,200 – –
AWS
117
AJ Wealth Strategies
New York
$155K 19,050 – –
LPL Financial
118
LPL Financial
California
$155K 19,045 -6 -0%
Squarepoint
119
Squarepoint
New York
$142K 17,456 -122,933 -88%
Corient Private Wealth
120
Corient Private Wealth
Florida
$137K 16,819 +6,244 +59%
FA
121
FDx Advisors
Illinois
$137K 21,979 – –
WTC
122
WhitTier Trust Company
Nevada
$131K 16,060 – –
LFAS
123
Level Four Advisory Services
Texas
$131K 16,000 – –
State Board of Administration of Florida Retirement System
124
State Board of Administration of Florida Retirement System
Florida
$129K 15,780 – –
Envestnet Asset Management
125
Envestnet Asset Management
Illinois
$125K 15,335 -4,733 -24%
3 4
5
6 7