Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Otsuka Holdings Co Ltd (OTSKY)

9 + Investors. Track Smart Money conviction in OTSKY. 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
↓ -1
Streak
1Q ▼
Buyers last Q
60%

Smart Money Signals — OTSKY

Based on 9 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 OTSKY 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 — 82% of 3.0Y peak

82% of all-time peak
9 funds currently hold this stock — 82% of the 3.0-year high of 11 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding OTSKY is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟢

More buyers than sellers — 60% buying

6 buying4 selling
Last quarter: 6 funds were net buyers (1 opened a brand new position + 5 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.
➡️

Steady new buyers — ~1 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 2 → 1 → 2 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

44% of holders stayed for 2+ years

44% conviction (2yr+) 33% medium 22% new
4 out of 9 hedge funds have held OTSKY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+18% value, -1% shares)

Value
+18%
Shares
-1%
Last quarter: total value of institutional OTSKY holdings rose +18% even though funds reduced share count by 1%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~1 new funds/quarter

2 → 2 → 1 → 2 → 1 new funds/Q
New funds entering each quarter: 2 → 1 → 2 → 1. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 44% veterans vs 44% newcomers

44% veterans 11% 1-2yr 44% new
Entry-cohort mix of 9 holders: 4 (44%) are 2+ year veterans, 1 entered 1–2 years ago, and 4 (44%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
📋

Smaller funds dominant — 1% AUM from top-100

1% from top-100 AUM funds
2 of 9 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
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.

Institutional Sentiment Summary — OTSKY

In 2026 Q1, 6 hedge funds were net buyers of OTSKY (1 opened a new position, 5 added to an existing one), while 4 reduced or exited (2 trimmed, 2 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: -1 funds (more exits than new entries). Total institutional holders: 9.

Hedge Fund Ownership: OTSKY

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

Market Analysis: OTSKY

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: OTSKY

-- --

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

Is It Too Late to Buy Otsuka Holdings Co Ltd (OTSKY) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much OTSKY 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 · 82d ago
OTSKY
-4.9%
XLV
+1.9%

OTSKY outperformed XLV by -6.8% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 37d ago
OTSKY
-5.1%
XLV
+3.0%

Since the filing became public, OTSKY outperformed XLV by -8.1% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

1 top-rated funds 0 high-conviction
Consensus
1.3
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: OTSKY
9 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 9 10 -10.0%
13F Shares 3M 3M -1.19%
Total Value $109M $92M 18.06%
New Positions 1 2 -1
Increased Positions 5 3 +2
Closed Positions 2 1 +1
Reduced Positions 2 3 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OTSKY

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Financial Highlights

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Institutional Holders (2026 Q1)

9 + investors

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

QUARTER:
Top 8 OTSKY holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Capital Management, LLC 0.22% 3,087,978 $107.0M
2 GAMMA Investing LLC 0.01% 8,909 $315K
3 Westside Investment Management, Inc. 0.01% 1,418 $51K
4 Salomon & Ludwin, LLC 0.00% 762 $27K
5 Rhumbline Advisers 0.00% 37,888 $1.3M
6 IMA Advisory Services, Inc. 0.00% 49 $2K
7 First Command Advisory Services, Inc. 0.00% 189 $7K
8 PNC Financial Services Group, INC. 0.00% 102 $4K
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 — Otsuka Holdings Co Ltd (OTSKY)

What does the Smart Money Trend signal show for OTSKY?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their OTSKY 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 OTSKY?

More buyers than sellers — 60% buying: Last quarter: 6 funds were net buyers (1 opened a brand new position + 5 added to an existing one). Only 4 were sellers (2 trimmed + 2 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for OTSKY holders?

Smaller funds dominant — 1% AUM from top-100: 2 of 9 holders rank in the top 100 by AUM, but together hold only 1% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held OTSKY?

44% of holders stayed for 2+ years: 4 out of 9 hedge funds have held OTSKY for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Otsuka Holdings Co Ltd (OTSKY) following the 2026 Q1 hedge fund 13F filings?

As of today, OTSKY has moved -5.1% since the 2026 Q1 13F filing date (May 15, 2026), compared to +3.0% for the XLV sector ETF — an outperformance of -8.1%. Since the quarter end (March 31, 2026), OTSKY has gained -4.9% vs +1.9% for XLV. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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