Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Outlook Therapeutics Inc (OTLK)

53 + 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
↓ -3
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — OTLK

Based on 53 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their OTLK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 2.2Y peak

79% of all-time peak
53 funds currently hold this stock — 79% of the 2.2-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 — 15% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold OTLK compared to a year ago (-15% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 52% buying

31 buying29 selling
Last quarter: 31 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~16 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 10 → 11 → 16. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 28% long-term, 34% new

■ 28% conviction (2yr+) ■ 38% medium ■ 34% new
Of the 53 current holders: 15 (28%) held >2 years, 20 held 1–2 years, and 18 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.
💎

Buying through price weakness — shares +14%, value -93%

Value
-93%
Shares
+13%
Last quarter: funds added +14% more shares while total portfolio value only changed -93%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~16 new funds/quarter

12 → 19 → 10 → 11 → 16 new funds/Q
New funds entering each quarter: 19 → 10 → 11 → 16. Consistent flow of new institutional buyers without clear acceleration or slowdown.
📊

Mixed cohorts — 0% veterans, 33% new entrants

■ 0% veterans ■ 67% 1-2yr ■ 33% new
Of 57 current holders: 0 (0%) held 2+ years, 38 held 1–2 years, 19 (33%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
📋

Smaller funds dominant — 12% AUM from top-100

12% from top-100 AUM funds
14 of 51 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — 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.

Institutional Sentiment Summary — OTLK

In 2026 Q1, 31 hedge funds were net buyers of OTLK (16 opened a new position, 15 added to an existing one), while 29 reduced or exited (10 trimmed, 19 sold completely) — a 52% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 53.

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

-- --

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

Is It Too Late to Buy Outlook Therapeutics Inc (OTLK) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTLK has moved relative to its sector benchmark (XLV) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 79d ago
OTLK
+701.7%
XLV
+2.8%

OTLK outperformed XLV by +698.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 34d ago
OTLK
+623.7%
XLV
+3.9%

Since the filing became public, OTLK outperformed XLV by +619.8% .

Interpretation: The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OTLK
53 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 53 56 -5.36%
13F Shares 11M 10M 13.71%
Total Value $2M $33M -93.12%
New Positions 16 11 +5
Increased Positions 14 22 -8
Closed Positions 19 9 +10
Reduced Positions 9 7 +2
Total Calls 3 4 -25.0%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 1.0 1.25 Neutral

Statistics: OTLK

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

53 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Gilpin Wealth Management, LLC 0.10% 600,162 $124K
2 Connective Capital Management, LLC 0.03% 200,000 $41K
3 Gilpin Wealth Management, LLC 0.02% 110,000 $23K
4 Armistice Capital, LLC 0.02% 4,168,000 $858K
5 Warberg Asset Management LLC 0.01% 275,000 $56K
6 NINE MASTS CAPITAL Ltd 0.01% 232,546 $48K
7 Christensen, King & Associates Investment Services, Inc. 0.00% 28,327 $6K
8 Flower City Capital 0.00% 20,000 $4K
9 XTX Topco Ltd 0.00% 52,994 $11K
10 StoneX Group Inc. 0.00% 13,122 $3K
11 Commonwealth Equity Services, LLC 0.00% 470,000 $97K
12 Fortitude Family Office, LLC 0.00% 2,554 —
13 Renaissance Technologies LLC 0.00% 255,157 $53K
14 Tower Research Capital LLC (TRC) 0.00% 14,805 $3K
15 Group One Trading LLC 0.00% 113,701 $23K
16 Harbour Investments, INC. 0.00% 12,304 $3K
17 Oppenheimer & Co Inc 0.00% 15,500 $3K
18 Hrt Financial LP 0.00% 67,759 $13K
19 Simplex Trading, LLC 0.00% 132,666 $27K
20 Vanguard Capital Management LLC 0.00% 1,967,160 $405K
21 Vanguard Fiduciary Trust Co 0.00% 176,529 $36K
22 Corient Private Wealth LLC 0.00% 30,100 $6K
23 Point72 Asset Management, L.P. 0.00% 29,038 $6K
24 Ancora Advisors LLC 0.00% 1,100 —
25 UBS Group AG 0.00% 133,069 $27K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OTLK positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for OTLK?

Slight buying edge — 52% buying: Last quarter: 31 funds bought or added vs 29 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for OTLK holders?

Smaller funds dominant — 12% AUM from top-100: 14 of 51 holders rank in the top 100 by AUM, but together hold only 12% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTLK?

Mixed — 28% long-term, 34% new: Of the 53 current holders: 15 (28%) held >2 years, 20 held 1–2 years, and 18 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.

Is it too late to buy Outlook Therapeutics Inc (OTLK) following the 2026 Q1 hedge fund 13F filings?

As of today, OTLK has moved +623.7% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.9% for the XLV sector ETF — an outperformance of +619.8%. Since the quarter end (March 31, 2026), OTLK has gained +701.7% vs +2.8% for XLV. The stock has significantly outperformed its sector benchmark — the original entry opportunity has largely been captured by earlier investors.

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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