Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Outlook Therapeutics Inc (OTLK)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +17
Streak
1Q ▲
Buyers last Q
72%

Smart Money Signals — OTLK

Based on 70 hedge funds · latest filing: 2026 Q2 · 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.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
70 hedge funds hold OTLK right now — the highest count in 2.5 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 72% buying

52 buying20 selling
Last quarter: 52 funds were net buyers (30 opened a brand new position + 22 added to an existing one). Only 20 were sellers (7 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+14 vs last Q)

new funds entering per quarter
Funds opening a new OTLK position: 10 → 11 → 16 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
📌

Mixed — 34% long-term, 40% new

■ 34% conviction (2yr+) ■ 26% medium ■ 40% new
Of the 70 current holders: 24 (34%) held >2 years, 18 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
💰

Value +1419% but shares only +95% — price-driven

Value
+1419%
Shares
+94%
Last quarter: the total dollar value of institutional holdings rose +1419%, but actual share count only changed +95%. 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.
🚀

Acceleration phase — new buyers rushing in

19 → 10 → 11 → 16 → 30 new funds/Q
New funds entering each quarter: 10 → 11 → 16 → 30. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
📊

Mixed cohorts — 34% veterans, 43% new entrants

■ 34% veterans ■ 23% 1-2yr ■ 43% new
Of 77 current holders: 26 (34%) held 2+ years, 18 held 1–2 years, 33 (43%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
19 of 69 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.1
out of 10
Moderate Exit Risk
Exit risk score 4.1/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

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.

Institutional Sentiment Summary — OTLK

In 2026 Q2, 52 hedge funds were net buyers of OTLK (30 opened a new position, 22 added to an existing one), while 20 reduced or exited (7 trimmed, 13 sold completely) — a 72% buyer ratio, indicating clear institutional accumulation. 22% of total institutional value in OTLK is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 70.

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

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 0 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
0.2
/ 10
conviction
Hedge Fund Positioning: OTLK
69 + Investors

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 69 53 30.19%
13F Shares 22M 11M 94.91%
Total Value $34M $2M 1419.48%
New Positions 30 16 +14
Increased Positions 21 14 +7
Closed Positions 13 19 -6
Reduced Positions 7 9 -2
Total Calls 5 3 66.67%
Total Puts 3 3 -
PUT/CALL Ratio 0.6 1.0 Bullish

Statistics: OTLK

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Institutional Holders (2026 Q2)

69 + investors

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

QUARTER:
Top 25 OTLK holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gilpin Wealth Management, LLC 0.61% 555,000 $882K
2 Gilpin Wealth Management, LLC 0.11% 100,000 $159K
3 Perceptive Advisors LLC 0.07% 3,139,216 $5.0M
4 Wealth Management Partners, LLC 0.04% 118,170 $188K
5 Signet Private Wealth LLC 0.02% 17,555 $28K
6 Christensen, King & Associates Investment Services, Inc. 0.02% 28,327 $45K
7 Flower City Capital 0.01% 20,000 $32K
8 Royal Fund Management, LLC 0.01% 47,200 $75K
9 Cantor Fitzgerald, L. P. 0.00% 225,000 $358K
10 Orrstown Financial Services Inc 0.00% 15,000 $24K
11 Bullock Wealth Management Group 0.00% 4,112 $6K
12 Sanctuary Advisors, LLC 0.00% 344,529 $548K
13 Marshall Wace, LLP 0.00% 1,987,578 $3.2M
14 Hrt Financial LP 0.00% 784,904 $1.2M
15 Tower Research Capital LLC (TRC) 0.00% 57,391 $91K
16 Two Sigma Securities, LLC 0.00% 14,855 $24K
17 Caitong International Asset Management Co., Ltd 0.00% 7,324 $12K
18 GoalVest Advisory LLC 0.00% 3,000 $5K
19 Jefferies Financial Group Inc. 0.00% 62,500 $99K
20 Simplicity Wealth,LLC 0.00% 11,310 $18K
21 Group One Trading LLC 0.00% 246,428 $392K
22 Fifth Third Wealth Advisors LLC 0.00% 10,000 $16K
23 Fortitude Family Office, LLC 0.00% 1,429 $2K
24 Scotia Capital INC. 0.00% 46,300 $74K
25 Harbour Investments, INC. 0.00% 12,304 $20K
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 — 72% buying: Last quarter: 52 funds were net buyers (30 opened a brand new position + 22 added to an existing one). Only 20 were sellers (7 trimmed + 13 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTLK holders?

Strong quality — 22% AUM from major funds: 19 of 69 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held OTLK?

Mixed — 34% long-term, 40% new: Of the 70 current holders: 24 (34%) held >2 years, 18 held 1–2 years, and 28 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

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.

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