Outlook Therapeutics
OTLK
27 hedge funds and large institutions have $2.79M invested in Outlook Therapeutics in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 7 closing their positions.
600% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 1
100% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 7
35% more funds holding
Funds holding: 20 → 27 (+7)
29% more capital invested
Capital invested by funds: $2.17M → $2.79M (+$618K)
0.08% more ownership
Funds ownership: 0.07% → 0.15% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LA
LVW Advisors
Pittsford,
New York
|
+$1.19M |
| 2 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$328K |
| 3 |
Two Sigma Advisers
New York
|
+$165K |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$156K |
| 5 |
Two Sigma Investments
New York
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$65K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$25K |
| 3 |
Squarepoint
New York
|
-$21K |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$13K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$13K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWMG
26
Prestige Wealth Management Group
Flemington,
New Jersey
| $1K | – | – | – |
|
|
CS
27
Credit Suisse
Zurich,
Switzerland
| – | -$65K | -2,500 | Closed |
|
|
28
Commonwealth Equity Services
Waltham,
Massachusetts
| – | -$25K | -1,000 | Closed |
|
|
29
Squarepoint
New York
| – | -$21K | -810 | Closed |
|
|
30
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$13K | -500 | Closed |
|
|
MAFM
31
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
| – | -$13K | -500 | Closed |
|
|
PAG
32
Private Advisor Group
Morristown,
New Jersey
| – | -$5K | -194 | Closed |
|
33
Wells Fargo
San Francisco,
California
| – | +$134 | +6 | +55% |
|
OTLK Hedge Fund Activity: Q3 2020 in Review
27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q3 2020, worth a combined $2.79M — up 29% from $2.17M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new OTLK positions and 7 closed out — a net gain of 7 holders — while 7 added to existing stakes and 1 trimmed.
The largest buyer was LVW Advisors, adding an estimated $1.19M. The largest seller was Credit Suisse, exiting entirely with an estimated $65K sold.
- 27 institutional investors held Outlook Therapeutics (OTLK) as of Q3 2020, up from 20 in Q2 2020.
- Funds reported $2.79M of Outlook Therapeutics stock for Q3 2020, up 29% quarter-over-quarter.
- 14 funds opened new Outlook Therapeutics positions in Q3 2020 and 7 closed out, a net change of +7 holders.
- The largest Outlook Therapeutics buyer in Q3 2020 was LVW Advisors, an estimated $1.19M added.
- The largest Outlook Therapeutics seller in Q3 2020 was Credit Suisse, an estimated $65K sold.
Based on aggregated 13F filings for Q3 2020.