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Outlook Therapeutics
OTLK

49 hedge funds and large institutions have $30.3M invested in Outlook Therapeutics in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 12 increasing their positions, 8 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

950% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 2

291% more capital invested

Capital invested by funds: $7.76M → $30.3M (+$22.5M)

63% more funds holding

Funds holding: 30 → 49 (+19)

50% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 8

0.15% more ownership

Funds ownership: 0.23% → 0.39% (+0.15%)

Holders
49
Holders Change
+19
Holders Change %
+63.33%
% of All Funds
0.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
12
Reduced
8
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$3.51M
2
BlackRock
BlackRock
New York
+$3.34M
3
Two Sigma Investments
Two Sigma Investments
New York
+$2.04M
4
Renaissance Technologies
Renaissance Technologies
New York
+$1.49M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$906K

Top Sellers

Rank Fund Capital Flow
1
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$188K
2
VF
Virtu Financial
New York
-$179K
3
Capstone Investment Advisors
Capstone Investment Advisors
New York
-$83.7K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$35K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$30K
Name Holding Trade Value Shares
Change 		Change in
Stake
William Blair & Company
26
William Blair & Company
Illinois
$52K +$44K +1,150 New
NA
27
NewEdge Advisors
Louisiana
$45K – – –
Squarepoint
28
Squarepoint
New York
$40K +$34.2K +894 New
VF
29
Virtu Financial
New York
$39K -$179K -4,679 -84%
Victory Capital Management
30
Victory Capital Management
Texas
$34K +$28.6K +747 New
Balyasny Asset Management
31
Balyasny Asset Management
Illinois
$31K +$26.3K +688 New
OC
32
Oppenheimer & Co
New York
$29K +$25.1K +655 New
Capstone Investment Advisors
33
Capstone Investment Advisors
New York
$28K -$83.7K -2,186 -78%
TSS
34
Two Sigma Securities
New York
$28K +$23.8K +622 New
RIA
35
Realta Investment Advisors
Delaware
$27K -$5.74K -150 -20%
MFGP
36
Marshall Financial Group (Pennsylvania)
Pennsylvania
$27K – – –
SM
37
Sciencast Management
New Jersey
$27K +$23.5K +615 New
JG
38
Jefferies Group
New York
$25.2K +$21.4K +560 New
CB
39
CNB Bank
Pennsylvania
$23K – – –
Bank of America
40
Bank of America
North Carolina
$22K – – –
Barclays
41
Barclays
United Kingdom
$21K +$18K +469 New
UBS Group
42
UBS Group
Switzerland
$15K -$4.1K -107 -24%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$14K +$11.5K +300 New
JCM
44
Jacobi Capital Management
Pennsylvania
$7K +$5.74K +150 New
CFGS
45
Concourse Financial Group Securities
Alabama
$3K – – –
PWMG
46
Prestige Wealth Management Group
New Jersey
$3K – – –
HI
47
Harbour Investments
Wisconsin
$3K +$2.49K +65 New
VFA
48
Valeo Financial Advisors
Indiana
$2K +$1.92K +50 New
Wells Fargo
49
Wells Fargo
California
$1K +$421 +11 +55%
Arrowstreet Capital
50
Arrowstreet Capital
Massachusetts
– -$35K -1,365 Closed
1
2
3

OTLK Hedge Fund Activity: Q1 2021 in Review

49 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q1 2021, worth a combined $30.3M — up 291% from $7.76M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new OTLK positions and 2 closed out — a net gain of 19 holders — while 12 added to existing stakes and 8 trimmed.

The largest buyer was Vanguard Group, adding an estimated $3.51M. The largest seller was Jacobs Levy Equity Management, cutting an estimated $188K.

  • 49 institutional investors held Outlook Therapeutics (OTLK) as of Q1 2021, up from 30 in Q4 2020.
  • Funds reported $30.3M of Outlook Therapeutics stock for Q1 2021, up 291% quarter-over-quarter.
  • 21 funds opened new Outlook Therapeutics positions in Q1 2021 and 2 closed out, a net change of +19 holders.
  • The largest Outlook Therapeutics buyer in Q1 2021 was Vanguard Group, an estimated $3.51M added.
  • The largest Outlook Therapeutics seller in Q1 2021 was Jacobs Levy Equity Management, an estimated $188K sold.

Based on aggregated 13F filings for Q1 2021.