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Outlook Therapeutics
OTLK

27 hedge funds and large institutions have $2.79M invested in Outlook Therapeutics in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 7 increasing their positions, 1 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 1

100% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 7

35% more funds holding

Funds holding: 20 → 27 (+7)

29% more capital invested

Capital invested by funds: $2.17M → $2.79M (+$618K)

0.08% more ownership

Funds ownership: 0.07% → 0.15% (+0.08%)

Holders
27
Holders Change
+7
Holders Change %
+35%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
7
Reduced
1
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LA
LVW Advisors
New York
+$1.19M
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$328K
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$165K
4
Vanguard Group
Vanguard Group
Pennsylvania
+$156K
5
Two Sigma Investments
Two Sigma Investments
New York
+$131K

Top Sellers

Rank Fund Capital Flow
1
CS
Credit Suisse
Switzerland
-$65K
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$25K
3
Squarepoint
Squarepoint
New York
-$21K
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$13K
5
MAFM
Mid Atlantic Financial Management
Pennsylvania
-$13K
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
1
LVW Advisors
New York
$1.25M +$1.19M +53,424 +158%
Vanguard Group
2
Vanguard Group
Pennsylvania
$487K +$156K +7,019 +26%
Jacobs Levy Equity Management
3
Jacobs Levy Equity Management
New Jersey
$212K +$328K +14,737 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$148K +$96.5K +4,329 +72%
Two Sigma Advisers
5
Two Sigma Advisers
New York
$106K +$165K +7,390 New
Two Sigma Investments
6
Two Sigma Investments
New York
$85K +$131K +5,891 New
Renaissance Technologies
7
Renaissance Technologies
New York
$77K +$119K +5,340 New
Northern Trust
8
Northern Trust
Illinois
$73K +$30.5K +1,368 +37%
Goldman Sachs
9
Goldman Sachs
New York
$56K +$86.2K +3,866 New
Osaic Holdings
10
Osaic Holdings
Arizona
$55K +$30.2K +1,357 +55%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$37K – – –
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$36K +$56.4K +2,530 New
ECM
13
ETrade Capital Management
Virginia
$35K +$54K +2,423 New
RJFSA
14
Raymond James Financial Services Advisors
Florida
$22K +$33.4K +1,500 New
Creative Planning
15
Creative Planning
Kansas
$17K – – –
LPL Financial
16
LPL Financial
California
$15K +$3.01K +135 +15%
VF
17
Virtu Financial
New York
$15K +$23.2K +1,041 New
WG
18
Winton Group
United Kingdom
$12K +$18.1K +811 New
FA
19
FCG Advisors
New Jersey
$11K +$17.2K +773 New
MFGP
20
Marshall Financial Group (Pennsylvania)
Pennsylvania
$9K +$13.2K +594 New
RIA
21
Realta Investment Advisors
Delaware
$7K – – –
OC
22
Oppenheimer & Co
New York
$7K +$11.1K +500 New
UBS Group
23
UBS Group
Switzerland
$5K -$1.69K -76 -17%
Bank of America
24
Bank of America
North Carolina
$2K +$3.57K +160 New
CFGS
25
Concourse Financial Group Securities
Alabama
$1K – – –
1
2

OTLK Hedge Fund Activity: Q3 2020 in Review

27 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Outlook Therapeutics (OTLK) for Q3 2020, worth a combined $2.79M — up 29% from $2.17M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new OTLK positions and 7 closed out — a net gain of 7 holders — while 7 added to existing stakes and 1 trimmed.

The largest buyer was LVW Advisors, adding an estimated $1.19M. The largest seller was Credit Suisse, exiting entirely with an estimated $65K sold.

  • 27 institutional investors held Outlook Therapeutics (OTLK) as of Q3 2020, up from 20 in Q2 2020.
  • Funds reported $2.79M of Outlook Therapeutics stock for Q3 2020, up 29% quarter-over-quarter.
  • 14 funds opened new Outlook Therapeutics positions in Q3 2020 and 7 closed out, a net change of +7 holders.
  • The largest Outlook Therapeutics buyer in Q3 2020 was LVW Advisors, an estimated $1.19M added.
  • The largest Outlook Therapeutics seller in Q3 2020 was Credit Suisse, an estimated $65K sold.

Based on aggregated 13F filings for Q3 2020.