We are live on ! Find out more
OTLK icon

Outlook Therapeutics
OTLK

81 hedge funds and large institutions have $6.11M invested in Outlook Therapeutics in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 25 increasing their positions, 19 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 19

0.04% less ownership

Funds ownership: 0.57% → 0.53% (-0.04%)

7% less funds holding

Funds holding: 87 → 81 (-6)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

88% less capital invested

Capital invested by funds: $51.1M → $6.11M (-$45M)

Holders
81
Holders Change
-6
Holders Change %
-6.9%
% of All Funds
1.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
25
Reduced
19
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$533K
2
SC
Scotia Capital
Ontario, Canada
+$303K
3
GCP
GSA Capital Partners
United Kingdom
+$287K
4
BlackRock
BlackRock
New York
+$196K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$149K

Top Sellers

Rank Fund Capital Flow
1
LA
LVW Advisors
New York
-$3.02M
2
N
Nuveen
North Carolina
-$1.04M
3
Squarepoint
Squarepoint
New York
-$551K
4
Millennium Management
Millennium Management
New York
-$250K
5
Wells Fargo
Wells Fargo
California
-$191K
Name Holding Trade Value Shares
Change 		Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$14K +$42K +1,900 +152%
Goldman Sachs
27
Goldman Sachs
New York
$13.5K -$79K -3,569 -54%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$13.3K +$38.7K +1,750 +140%
PAM
29
PVG Asset Management
Colorado
$13K +$19.2K +868 +42%
Corient Private Wealth
30
Corient Private Wealth
Florida
$11.9K +$37.6K +1,700 +170%
Invesco
31
Invesco
Georgia
$11.2K – – –
PVAMC
32
PPS&V Asset Management Consultants
Michigan
$11.1K – – –
TRCT
33
Tower Research Capital (TRC)
New York
$10.3K +$46.4K +2,099 +909%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$8.09K +$465 +21 +1%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$8K +$4.58K +207 +14%
California State Teachers Retirement System (CalSTRS)
36
California State Teachers Retirement System (CalSTRS)
California
$7.56K -$19.2K -869 -34%
FFN
37
Focus Financial Network
Minnesota
$7.56K – – –
Wells Fargo
38
Wells Fargo
California
$6.82K -$191K -8,620 -85%
FCC
39
Flower City Capital
New York
$6.63K -$22.1K -1,000 -40%
Neuberger Berman Group
40
Neuberger Berman Group
New York
$6.25K +$31.3K +1,413 New
DADC
41
D.A. Davidson & Co
Montana
$6.19K +$31K +1,400 New
Barclays
42
Barclays
United Kingdom
$5.96K -$4.42K -200 -13%
OC
43
Oppenheimer & Co
New York
$5.44K +$12.2K +550 +81%
LFAS
44
Level Four Advisory Services
Texas
$5.24K +$26.2K +1,185 New
AB
45
Amalgamated Bank
New York
$5K – – –
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5K +$11.4K +514 +86%
AA
47
Ancora Advisors
Ohio
$4.86K -$95.7K -4,325 -80%
Creative Planning
48
Creative Planning
Kansas
$4.75K – – –
ProShare Advisors
49
ProShare Advisors
Maryland
$4.45K -$22 -1 -0.1%
SG Americas Securities
50
SG Americas Securities
New York
$4K +$22.1K +1,000 New
1
2
3 4

OTLK Hedge Fund Activity: Q3 2023 in Review

81 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q3 2023, worth a combined $6.11M — down 88% from $51.1M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of OTLK and 13 opened new positions — a net loss of 5 holders — while 19 trimmed existing stakes and 25 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $533K. The largest seller was LVW Advisors, exiting entirely with an estimated $3.02M sold.

  • 81 institutional investors held Outlook Therapeutics (OTLK) as of Q3 2023, down from 87 in Q2 2023.
  • Funds reported $6.11M of Outlook Therapeutics stock for Q3 2023, down 88% quarter-over-quarter.
  • 13 funds opened new Outlook Therapeutics positions in Q3 2023 and 18 closed out, a net change of -5 holders.
  • The largest Outlook Therapeutics buyer in Q3 2023 was BNP Paribas Financial Markets, an estimated $533K added.
  • The largest Outlook Therapeutics seller in Q3 2023 was LVW Advisors, an estimated $3.02M sold.

Based on aggregated 13F filings for Q3 2023.