Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Otsuka Holdings Co Ltd (OTSKY)

10 + 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
67%

Smart Money Signals — OTSKY

Based on 10 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 OTSKY 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 — 91% of 3.0Y peak

91% of all-time peak
10 funds currently hold this stock — 91% 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.
📉

Outflows — 9% fewer funds vs a year ago

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

More buyers than sellers — 67% buying

6 buying3 selling
Last quarter: 6 funds were net buyers (1 opened a brand new position + 5 added to an existing one). Only 3 were sellers (3 trimmed + 0 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: 1 → 2 → 1 → 1. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

50% of holders stayed for 2+ years

50% conviction (2yr+) 20% medium 30% new
5 out of 10 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.
📊

Peak discovery — momentum slowing

2 → 1 → 2 → 1 → 1 new funds/Q
New funds entering each quarter: 1 → 2 → 1 → 1. OTSKY is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 40% veterans vs 50% newcomers

40% veterans 10% 1-2yr 50% new
Entry-cohort mix of 10 holders: 4 (40%) are 2+ year veterans, 1 entered 1–2 years ago, and 5 (50%) 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 10 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.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — 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 Q2, 6 hedge funds were net buyers of OTSKY (1 opened a new position, 5 added to an existing one), while 3 reduced or exited (3 trimmed their position) — a 67% buyer ratio, indicating clear institutional accumulation. Net fund flow last quarter: +1 funds (more new holders than closures). Total institutional holders: 10.

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

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

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

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

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

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 10 9 11.11%
13F Shares 3M 3M -1.83%
Total Value $103M $109M -5.59%
New Positions 1 1 -
Increased Positions 5 5 -
Closed Positions 0 2 -2
Reduced Positions 3 2 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: OTSKY

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

10 + 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 9 OTSKY holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Aristotle Capital Management, LLC 0.21% 2,944,596 $97.9M
2 Boston Common Asset Management, LLC 0.16% 82,860 $2.8M
3 GAMMA Investing LLC 0.01% 9,262 $310K
4 Westside Investment Management, Inc. 0.01% 1,418 $47K
5 Salomon & Ludwin, LLC 0.00% 723 $24K
6 Rhumbline Advisers 0.00% 45,793 $1.5M
7 First Command Advisory Services, Inc. 0.00% 943 $32K
8 IMA Advisory Services, Inc. 0.00% 79 $3K
9 PNC Financial Services Group, INC. 0.00% 131 $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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added OTSKY 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 OTSKY?

More buyers than sellers — 67% buying: Last quarter: 6 funds were net buyers (1 opened a brand new position + 5 added to an existing one). Only 3 were sellers (3 trimmed + 0 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 10 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?

50% of holders stayed for 2+ years: 5 out of 10 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.

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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