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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
TC
51
TownSquare Capital
Utah
$3.8K +$19K +859 New
SWA
52
Stratos Wealth Advisors
Ohio
$3.76K – – –
Principal Financial Group
53
Principal Financial Group
Iowa
$3.72K -$1.66K -75 -8%
Legal & General Group
54
Legal & General Group
United Kingdom
$3.67K -$2.61K -118 -12%
Cetera Investment Advisers
55
Cetera Investment Advisers
Illinois
$3.55K +$3.43K +155 +24%
TSS
56
Two Sigma Securities
New York
$3.5K +$3.69K +167 +27%
GSIAS
57
Garden State Investment Advisory Services
New Jersey
$3.29K – – –
Victory Capital Management
58
Victory Capital Management
Texas
$3.1K +$597 +27 +4%
SEIA
59
Signature Estate & Investment Advisors
California
$3K – – –
Citadel Advisors
60
Citadel Advisors
Florida
$2.99K +$15K +676 New
AIP
61
Ameritas Investment Partners
Nebraska
$2.68K – – –
ZIM
62
Zacks Investment Management
Illinois
$2.65K +$13.3K +600 New
MFGP
63
Marshall Financial Group (Pennsylvania)
Pennsylvania
$2.62K – – –
GS
64
GTS Securities
New York
$2.35K +$11.8K +533 New
Allspring Global Investments
65
Allspring Global Investments
North Carolina
$2.28K +$11.4K +517 New
Prudential Financial
66
Prudential Financial
New Jersey
$2.27K – – –
Deutsche Bank
67
Deutsche Bank
Germany
$2.26K -$58.9K -2,662 -84%
CCM
68
Crew Capital Management
Ohio
$2.21K – – –
FMI
69
F/M Investments
District of Columbia
$2.21K – – –
GC
70
Grimes & Company
Massachusetts
$2.21K – – –
IAMOG
71
Investors Asset Management of Georgia
Georgia
$2.21K – – –
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$1K +$6.26K +283 New
AAG
73
Armstrong Advisory Group
Massachusetts
$792 +$3.96K +179 New
SWA
74
SOA Wealth Advisors
New York
$774 +$3.87K +175 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$464 -$7.63K -345 -77%
1 2
3
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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.