We are live on ! Find out more
OTLK icon

Outlook Therapeutics
OTLK

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: 76 → 75 (-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
–

Top Buyers

Rank Fund Capital Flow
1
ACM
Altium Capital Management
New York
+$3.62M
2
BlackRock
BlackRock
New York
+$206K
3
GCP
GSA Capital Partners
United Kingdom
+$120K
4
Goldman Sachs
Goldman Sachs
New York
+$101K
5
Bank of America
Bank of America
North Carolina
+$60.2K

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$164K
2
Two Sigma Advisers
Two Sigma Advisers
New York
-$160K
3
VF
Vista Finance
Missouri
-$130K
4
Renaissance Technologies
Renaissance Technologies
New York
-$61K
5
GL
Graypoint LLC
New York
-$46K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$7.61M +$206K +9,475 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$6.12M +$49.2K +2,263 +0.8%
ACM
3
Altium Capital Management
New York
$3.59M +$3.62M +166,370 New
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.23M -$1.63K -75 -0.1%
State Street
5
State Street
Massachusetts
$2.07M -$32K -1,469 -2%
LA
6
LVW Advisors
New York
$1.87M – – –
Northern Trust
7
Northern Trust
Illinois
$1.02M -$32.8K -1,507 -3%
N
8
Nuveen
North Carolina
$871K -$31.4K -1,444 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$386K -$326 -15 -0.1%
Charles Schwab
10
Charles Schwab
California
$356K – – –
GCP
11
GSA Capital Partners
United Kingdom
$300K +$120K +5,498 +66%
VF
12
Vista Finance
Missouri
$300K -$130K -5,997 -30%
LNC
13
Lincoln National Corp
Pennsylvania
$210K +$44.6K +2,050 +27%
Goldman Sachs
14
Goldman Sachs
New York
$203K +$101K +4,643 +98%
Millennium Management
15
Millennium Management
New York
$188K +$45K +2,068 +31%
Bank of America
16
Bank of America
North Carolina
$160K +$60.2K +2,768 +60%
FMC
17
First Merchants Corp
Indiana
$160K – – –
RhumbLine Advisers
18
RhumbLine Advisers
Massachusetts
$157K -$196 -9 -0.1%
Wells Fargo
19
Wells Fargo
California
$150K -$2.26K -104 -1%
AA
20
Ancora Advisors
Ohio
$117K – – –
LPL Financial
21
LPL Financial
California
$109K – – –
Morgan Stanley
22
Morgan Stanley
New York
$103K +$35.5K +1,631 +52%
JP Morgan Chase
23
JP Morgan Chase
New York
$72K +$2.81K +129 +4%
GCM
24
Gables Capital Management
Florida
$71.8K +$5.44K +250 +8%
AIG
25
American International Group
New York
$60.5K -$218 -10 -0.4%
1
2 3 4

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.