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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
APWA
51
Atlas Private Wealth Advisors
New Jersey
$10.9K +$11.7K +1,385 New
ProShare Advisors
52
ProShare Advisors
Maryland
$10.3K +$2.49K +294 +29%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$10.2K -$3.52K -417 -24%
Fidelity Investments
54
Fidelity Investments
Massachusetts
$10.2K +$10.1K +1,189 +1,132%
Citigroup
55
Citigroup
New York
$9.56K +$10.1K +1,200 +8,571%
ZIG
56
Zullo Investment Group
Pennsylvania
$9.46K +$10.1K +1,200 New
LFAS
57
Level Four Advisory Services
Texas
$9.34K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$9.04K -$9.99K -1,182 -51%
Creative Planning
59
Creative Planning
Kansas
$8.62K +$161 +19 +2%
OC
60
Oppenheimer & Co
New York
$8.31K -$1.48K -175 -14%
KW
61
KWB Wealth
California
$8.22K +$1.89K +224 +27%
AB
62
Amalgamated Bank
New York
$8K -$380 -45 -4%
CCM
63
Crew Capital Management
Ohio
$7.88K +$4.23K +500 +100%
FMI
64
F/M Investments
District of Columbia
$7.88K +$4.23K +500 +100%
Principal Financial Group
65
Principal Financial Group
Iowa
$7.62K +$1.06K +126 +15%
Victory Capital Management
66
Victory Capital Management
Texas
$7K +$1.58K +187 +27%
TC
67
TownSquare Capital
Utah
$6.77K – – –
SWA
68
Stratos Wealth Advisors
Ohio
$6.7K – – –
Legal & General Group
69
Legal & General Group
United Kingdom
$6.53K – – –
Mariner
70
Mariner
Kansas
$6.06K +$6.5K +769 New
GSIAS
71
Garden State Investment Advisory Services
New Jersey
$5.87K – – –
Two Sigma Investments
72
Two Sigma Investments
New York
$4.86K +$5.22K +617 New
AIP
73
Ameritas Investment Partners
Nebraska
$4.79K – – –
ZIM
74
Zacks Investment Management
Illinois
$4.73K – – –
MFGP
75
Marshall Financial Group (Pennsylvania)
Pennsylvania
$4.68K – – –
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.