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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
BlackRock
1
BlackRock
New York
$4.08M +$411K +48,643 +10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$2.58M +$117K +13,866 +4%
Geode Capital Management
3
Geode Capital Management
Massachusetts
$1.17M +$79K +9,343 +7%
State Street
4
State Street
Massachusetts
$1.11M +$15.5K +1,836 +1%
Northern Trust
5
Northern Trust
Illinois
$541K +$49.6K +5,866 +9%
Morgan Stanley
6
Morgan Stanley
New York
$398K +$365K +43,197 +596%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$171K – – –
Charles Schwab
8
Charles Schwab
California
$140K – – –
SC
9
Scotia Capital
Ontario, Canada
$112K -$23K -2,718 -16%
Millennium Management
10
Millennium Management
New York
$109K +$116K +13,779 New
Bank of America
11
Bank of America
North Carolina
$85.1K +$47.6K +5,626 +109%
Barclays
12
Barclays
United Kingdom
$85.1K +$79.9K +9,447 +701%
LPL Financial
13
LPL Financial
California
$79.3K +$42.3K +5,000 +99%
RhumbLine Advisers
14
RhumbLine Advisers
Massachusetts
$76.4K – – –
CKAIS
15
Christensen King & Associates Investment Services
Washington
$64.5K +$69.2K +8,180 New
MCA
16
MSH Capital Advisors
Arizona
$58.5K -$15.4K -1,823 -20%
FMC
17
First Merchants Corp
Indiana
$58.2K – – –
GCM
18
Gables Capital Management
Florida
$57.7K -$3.38K -400 -5%
UBS Group
19
UBS Group
Switzerland
$49.6K +$53.2K +6,291 New
AA
20
Ancora Advisors
Ohio
$48.1K +$42.3K +5,000 +455%
Renaissance Technologies
21
Renaissance Technologies
New York
$42K +$44.6K +5,271 New
JP Morgan Chase
22
JP Morgan Chase
New York
$39.7K – – –
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$39K +$15.6K +1,850 +59%
AllianceBernstein
24
AllianceBernstein
Tennessee
$35.7K -$7.37K -872 -16%
BNP Paribas Financial Markets
25
BNP Paribas Financial Markets
France
$34K -$184K -21,773 -83%
1
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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.