Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

OUTLOOK THERAPEUTICS INC (OTLK)

60 + Investors. Track Smart Money conviction in OTLK. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — OTLK

Based on 55 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added OTLK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 82% of 2.0Y peak

82% of all-time peak
55 funds currently hold this stock — 82% of the 2.0-year high of 67 funds (reached 2024 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 5% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold OTLK compared to a year ago (-5% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟢

More buyers than sellers — 65% buying

33 buying18 selling
Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 18 were sellers (9 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 12 → 19 → 10 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

5% conviction (2yr+) 69% medium 25% new
Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
💰

Value +648% but shares only +135% — price-driven

Value
+648%
Shares
+135%
Last quarter: the total dollar value of institutional holdings rose +648%, but actual share count only changed +135%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.
📊

Peak discovery — momentum slowing

10 → 12 → 19 → 10 → 11 new funds/Q
New funds entering each quarter: 12 → 19 → 10 → 11. OTLK is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
📊

Mixed cohorts — 0% veterans, 28% new entrants

0% veterans 72% 1-2yr 28% new
Of 60 current holders: 0 (0%) held 2+ years, 43 held 1–2 years, 17 (28%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
🏆

Elite ownership — 65% AUM from top-100 funds

65% from top-100 AUM funds
17 of 55 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in OTLK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: OTLK

How many hedge funds hold OTLK — quarterly history vs. share price
Quarterly hedge fund ownership of OTLK vs. share price

Market Analysis: OTLK

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTLK

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

9 top-rated funds 0 high-conviction
Consensus
4.3
/ 10
breadth
×
Elite
0.1
/ 10
conviction
Hedge Fund Positioning: OTLK
2026 Q1 Stats Unlock in 21 days 60 + Investors

Track Smart Money conviction in OTLK. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 56 7.14%
13F Shares 10M 4M 135.46%
Total Value $33M $4M 648.1%
New Positions 11 11 -
Increased Positions 32 14 +18
Closed Positions 9 19 -10
Reduced Positions 10 24 -14
Total Calls 4 2 100.0%
Total Puts 5 3 66.67%
PUT/CALL Ratio 1.25 1.5 Bearish

Statistics: OTLK

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

60 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in OTLK. Verified SEC 13F-HR filings.

Top 11 institutional holders of OTLK — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 GILPIN WEALTH MANAGEMENT, LLC 0.10% 600,162 $124K
2 GILPIN WEALTH MANAGEMENT, LLC 0.02% 110,000 $23K
3 Christensen, King & Associates Investment Services, Inc. 0.00% 28,327 $6K
4 Flower City Capital 0.00% 20,000 $4K
5 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 470,000 $97K
6 Fortitude Family Office, LLC 0.00% 2,554
7 OPPENHEIMER & CO INC 0.00% 15,500 $3K
8 ARMSTRONG ADVISORY GROUP, INC 0.00% 179
9 SBI Securities Co., Ltd. 0.00% 222
10 IFP Advisors, Inc 0.00% 50
11 Bogart Wealth, LLC 0.00% 5
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — OUTLOOK THERAPEUTICS INC (OTLK)

What does the Smart Money Trend signal show for OTLK?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OTLK than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for OTLK?

More buyers than sellers — 65% buying: Last quarter: 33 funds were net buyers (11 opened a brand new position + 22 added to an existing one). Only 18 were sellers (9 trimmed + 9 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTLK holders?

Elite ownership — 65% AUM from top-100 funds: 17 of 55 holders are among the 100 largest funds by AUM, controlling 65% of total institutional value in OTLK. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held OTLK?

Mostly new holders — 25% entered in last year: Only 3 funds (5%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.