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323 hedge funds and large institutions have $4.73B invested in Okta in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 91 increasing their positions, 98 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

21% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 68

19% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $46.6M

4.39% more ownership

Funds ownership: 70.82%75.2% (+4.4%)

4% more funds holding

Funds holding: 311323 (+12)

2% less capital invested

Capital invested by funds: $4.83B → $4.73B (-$105M)

7% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 98

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.33%
New
82
Increased
91
Reduced
98
Closed
68
Calls
$55.3M
Puts
$46.6M
Net Calls
+$8.76M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
226
Ausdal Financial Partners
Iowa
$313K +$11.9K +201 +4%
FCM
227
Frontier Capital Management
Massachusetts
$305K -$260K -4,383 -48%
HSBC Holdings
228
HSBC Holdings
United Kingdom
$296K +$14.2K +240 +5%
LNWWM
229
Laird Norton Wetherby Wealth Management
California
$281K +$3.5K +59 +1%
C
230
Cerebellum
California
$266K +$247K +4,171 New
OAM
231
Oppenheimer Asset Management
New York
$260K -$8.89K -150 -4%
IAA
232
Independent Advisor Alliance
North Carolina
$257K +$238K +4,023 New
HMS
233
Hanseatic Management Services
New Mexico
$235K -$28.1K -474 -11%
CIBC Asset Management
234
CIBC Asset Management
Ontario, Canada
$231K
Prudential Financial
235
Prudential Financial
New Jersey
$217K
Comerica Bank
236
Comerica Bank
Texas
$213K +$164K +2,765 New
NL
237
NVWM LLC
Pennsylvania
$211K
BFEC
238
Benjamin F. Edwards & Company
Missouri
$211K +$37K +625 +23%
FHA
239
Flagship Harbor Advisors
Massachusetts
$210K -$13.6K -230 -7%
ProShare Advisors
240
ProShare Advisors
Maryland
$208K -$83.3K -1,405 -30%
SL
241
Signition LP
New York
$208K -$71.1K -1,199 -27%
BOTOTLSJU
242
Board of Trustees of The Leland Stanford Junior University
California
$208K +$193K +3,256 New
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$200K -$2.13K -36 -1%
NFG
244
Next Financial Group
Texas
$182K +$166K +2,797 +5,594%
APA
245
American Portfolios Advisors
New York
$179K +$14.8K +250 +10%
SO
246
STRS Ohio
Ohio
$167K -$21.2K -357 -12%
GWM
247
Geneos Wealth Management
Colorado
$166K
MS
248
Mizuho Securities
Japan
$166K +$154K +2,600 New
KCM
249
Karp Capital Management
California
$161K +$149K +2,520 New
IA
250
IFP Advisors
Florida
$151K -$44.8K -756 -24%

OKTA Hedge Fund Activity: Q4 2018 in Review

323 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2018, worth a combined $4.73B — down 2.2% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new OKTA positions and 68 closed out — a net gain of 14 holders — while 91 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Fidelity International, exiting entirely with an estimated $75.9M sold.

  • 323 institutional investors held Okta (OKTA) as of Q4 2018, up from 311 in Q3 2018.
  • Funds reported $4.73B of Okta stock for Q4 2018, down 2.2% quarter-over-quarter.
  • 82 funds opened new Okta positions in Q4 2018 and 68 closed out, a net change of +14 holders.
  • The largest Okta buyer in Q4 2018 was Fidelity Investments, an estimated $118M added.
  • The largest Okta seller in Q4 2018 was Fidelity International, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2018.