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Outlook Therapeutics

75 hedge funds and large institutions have $29.6M invested in Outlook Therapeutics in 2022 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

1% more capital invested

Capital invested by funds: $29.3M → $29.6M (+$350K)

0.08% more ownership

Funds ownership: 0.53%0.61% (+0.08%)

0% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 9

1% less funds holding

Funds holding: 7675 (-1)

Holders
75
Holders Change
-1
Holders Change %
-1.32%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
24
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
PVG Asset Management
Colorado
$17.8K
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$17K
ProShare Advisors
53
ProShare Advisors
Maryland
$16.5K +$2.37K +109 +17%
Victory Capital Management
54
Victory Capital Management
Texas
$16.4K
Osaic Holdings
55
Osaic Holdings
Arizona
$16.3K +$2.44K +112 +17%
Principal Financial Group
56
Principal Financial Group
Iowa
$15.4K -$3.61K -166 -19%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$15.1K +$15.2K +700 New
Legal & General Group
58
Legal & General Group
United Kingdom
$13.4K
MFGP
59
Marshall Financial Group (Pennsylvania)
Pennsylvania
$12.8K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$11.4K -$164K -7,562 -93%
CB
61
CNB Bank
Pennsylvania
$10.8K
CCM
62
Crew Capital Management
Ohio
$10.8K
FMI
63
F/M Investments
District of Columbia
$10.8K
GC
64
Grimes & Company
Massachusetts
$10.8K
IAMOG
65
Investors Asset Management of Georgia
Georgia
$10.8K
TCA
66
Transcend Capital Advisors
New Jersey
$10.8K
TRCT
67
Tower Research Capital (TRC)
New York
$8K -$37.5K -1,724 -82%
AIP
68
Ameritas Investment Partners
Nebraska
$7.55K
LFG
69
Larson Financial Group
Missouri
$2.16K +$2.17K +100 New
HI
70
Harbour Investments
Wisconsin
$1.4K
PWMG
71
Prestige Wealth Management Group
New Jersey
$1.35K
Citigroup
72
Citigroup
New York
$862 -$1.09K -50 -56%
NC
73
NewSquare Capital
Pennsylvania
$216 +$218 +10 New
PNC Financial Services Group
74
PNC Financial Services Group
Pennsylvania
$216 +$218 +10 New
CS
75
Credit Suisse
Switzerland
$5 -$740 -34 Closed

OTLK Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q4 2022, worth a combined $29.6M — up 1.2% from $29.3M a quarter earlier.

Fund positioning in OTLK was balanced in Q4 2022: 9 funds opened new positions, 9 closed out, 24 added to existing stakes and 19 trimmed.

The largest buyer was Altium Capital Management, opening a new position worth an estimated $3.62M. The largest seller was Fidelity Investments, cutting an estimated $164K.

  • 75 institutional investors held Outlook Therapeutics (OTLK) as of Q4 2022, down from 76 in Q3 2022.
  • Funds reported $29.6M of Outlook Therapeutics stock for Q4 2022, up 1.2% quarter-over-quarter.
  • 9 funds opened new Outlook Therapeutics positions in Q4 2022 and 9 closed out, a net change of 0 holders.
  • The largest Outlook Therapeutics buyer in Q4 2022 was Altium Capital Management, an estimated $3.62M added.
  • The largest Outlook Therapeutics seller in Q4 2022 was Fidelity Investments, an estimated $164K sold.

Based on aggregated 13F filings for Q4 2022.