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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
KPWS
76
Kestra Private Wealth Services
Texas
$4.14K +$4.44K +525 New
Prudential Financial
77
Prudential Financial
New Jersey
$4.05K – – –
Deutsche Bank
78
Deutsche Bank
Germany
$4.01K – – –
GC
79
Grimes & Company
Massachusetts
$3.94K – – –
IAMOG
80
Investors Asset Management of Georgia
Georgia
$3.94K – – –
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$2K – – –
AAG
82
Armstrong Advisory Group
Massachusetts
$1.41K – – –
LFG
83
Larson Financial Group
Missouri
$788 – – –
HI
84
Harbour Investments
Wisconsin
$512 – – –
PWMG
85
Prestige Wealth Management Group
New Jersey
$493 – – –
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$160 +$169 +20 New
GCP
87
GSA Capital Partners
United Kingdom
– -$57K -12,970 Closed
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
– -$16.5K -3,724 Closed
PAM
89
PVG Asset Management
Colorado
– -$13K -2,931 Closed
FFN
90
Focus Financial Network
Minnesota
– -$7.56K -1,710 Closed
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
– -$3.55K -803 Closed
TSS
92
Two Sigma Securities
New York
– -$3.5K -792 Closed
SEIA
93
Signature Estate & Investment Advisors
California
– -$3K -787 Closed
Citadel Advisors
94
Citadel Advisors
Florida
– -$2.99K -676 Closed
GS
95
GTS Securities
New York
– -$2.35K -533 Closed
Allspring Global Investments
96
Allspring Global Investments
North Carolina
– -$2.28K -517 Closed
SWA
97
SOA Wealth Advisors
New York
– -$774 -175 Closed
S
98
SignatureFD
Georgia
– -$14 -3 Closed
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.