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Outlook Therapeutics
OTLK

87 hedge funds and large institutions have $12M invested in Outlook Therapeutics in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 25 increasing their positions, 15 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more capital invested

Capital invested by funds: $6.11M → $12M (+$5.84M)

67% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 15

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

7% more funds holding

Funds holding: 81 → 87 (+6)

0.05% more ownership

Funds ownership: 0.53% → 0.58% (+0.05%)

Holders
87
Holders Change
+6
Holders Change %
+7.41%
% of All Funds
1.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
25
Reduced
15
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$411K
2
Morgan Stanley
Morgan Stanley
New York
+$365K
3
Vanguard Group
Vanguard Group
Pennsylvania
+$117K
4
Millennium Management
Millennium Management
New York
+$116K
5
Barclays
Barclays
United Kingdom
+$79.9K

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$184K
2
LNC
Lincoln National Corp
Pennsylvania
-$109K
3
GCP
GSA Capital Partners
United Kingdom
-$57K
4
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$25.4K
5
SC
Scotia Capital
Ontario, Canada
-$23K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
26
American International Group
New York
$30.8K +$321 +38 +1%
CAPTRUST Financial Advisors
27
CAPTRUST Financial Advisors
North Carolina
$30K -$25.4K -3,000 -44%
VF
28
Virtu Financial
New York
$27K +$28.8K +3,407 New
LNC
29
Lincoln National Corp
Pennsylvania
$24.9K -$109K -12,850 -80%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$23.6K – – –
Goldman Sachs
31
Goldman Sachs
New York
$21.8K -$2.49K -295 -10%
Corient Private Wealth
32
Corient Private Wealth
Florida
$21.3K – – –
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$21K +$22.5K +2,664 New
Jane Street
34
Jane Street
New York
$20.8K +$22.4K +2,644 New
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$20K +$12.7K +1,503 +135%
PVAMC
36
PPS&V Asset Management Consultants
Michigan
$19.8K – – –
WC
37
Wexford Capital
Florida
$19.2K +$20.6K +2,435 New
State Board of Administration of Florida Retirement System
38
State Board of Administration of Florida Retirement System
Florida
$16.1K +$17.3K +2,042 New
Wells Fargo
39
Wells Fargo
California
$16K +$4.09K +484 +31%
Osaic Holdings
40
Osaic Holdings
Arizona
$16K -$11.2K -1,323 -39%
Invesco
41
Invesco
Georgia
$15.8K -$4.37K -517 -20%
SG Americas Securities
42
SG Americas Securities
New York
$15K +$7.41K +876 +88%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$14.3K -$152 -18 -1%
T. Rowe Price Associates
44
T. Rowe Price Associates
Maryland
$14K – – –
Neuberger Berman Group
45
Neuberger Berman Group
New York
$13.1K +$2.16K +256 +18%
S4W
46
Solutions 4 Wealth
Texas
$12.9K +$13.9K +1,640 New
PFS
47
Prospera Financial Services
Texas
$12K +$12.9K +1,525 New
VOYA Investment Management
48
VOYA Investment Management
Georgia
$12K +$12.9K +1,522 New
FCC
49
Flower City Capital
New York
$11.8K – – –
DADC
50
D.A. Davidson & Co
Montana
$11K – – –
1
2
3 4

OTLK Hedge Fund Activity: Q4 2023 in Review

87 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q4 2023, worth a combined $12M — up 96% from $6.11M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new OTLK positions and 12 closed out — a net gain of 6 holders — while 25 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $411K. The largest seller was BNP Paribas Financial Markets, cutting an estimated $184K.

  • 87 institutional investors held Outlook Therapeutics (OTLK) as of Q4 2023, up from 81 in Q3 2023.
  • Funds reported $12M of Outlook Therapeutics stock for Q4 2023, up 96% quarter-over-quarter.
  • 18 funds opened new Outlook Therapeutics positions in Q4 2023 and 12 closed out, a net change of +6 holders.
  • The largest Outlook Therapeutics buyer in Q4 2023 was BlackRock, an estimated $411K added.
  • The largest Outlook Therapeutics seller in Q4 2023 was BNP Paribas Financial Markets, an estimated $184K sold.

Based on aggregated 13F filings for Q4 2023.