We are live on ! Find out more

463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $8.49B → $10.5B (+$1.98B)

20% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 139

11% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 76

0% more funds holding

Funds holding: 462463 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.12% less ownership

Funds ownership: 80.88%80.76% (-0.12%)

16% less call options, than puts

Call options by funds: $413M | Put options by funds: $489M

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.12%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
NIT
226
NumerixS Investment Technologies
British Columbia, Canada
$1.07M +$1.07M +9,253 New
BM
227
Brandywine Managers
Delaware
$1.04M
SPC
228
Sigma Planning Corp
Michigan
$1.03M -$327K -2,836 -24%
Jennison Associates
229
Jennison Associates
New York
$1M +$665K +5,780 +197%
PA
230
Parallel Advisors
California
$964K -$114K -989 -11%
IIM
231
Ironwood Investment Management
Massachusetts
$954K -$70.1K -609 -7%
SFP
232
Shepherd Financial Partners
Massachusetts
$951K
LIM
233
Leavell Investment Management
Alabama
$943K +$57.6K +500 +7%
CAM
234
Concorde Asset Management
Michigan
$942K -$51.5K -447 -5%
WBC
235
Westpac Banking Corp
Australia
$941K
CS
236
Candriam SCA
Luxembourg
$938K +$936K +8,131 New
AAF
237
Andra AP-fonden
Sweden
$934K +$599K +5,200 +179%
PAG
238
Private Advisor Group
New Jersey
$931K +$647K +5,619 +229%
TFA
239
Teamwork Financial Advisors
Texas
$922K +$920K +7,994 New
UCFA
240
United Capital Financial Advisors
Texas
$918K +$57.2K +497 +7%
MAFM
241
Mid Atlantic Financial Management
Pennsylvania
$909K -$157K -1,360 -15%
PIA
242
Piedmont Investment Advisors
North Carolina
$901K +$29K +252 +3%
CSS
243
Cubist Systematic Strategies
Connecticut
$896K -$80.5K -699 -8%
MLICM
244
Metropolitan Life Insurance Company (MetLife)
New York
$874K +$6.33K +55 +0.7%
ISWM
245
Independent Solutions Wealth Management
New York
$872K +$870K +7,555 New
KA
246
Kovack Advisors
Florida
$839K -$71.4K -620 -8%
TD Asset Management
247
TD Asset Management
Ontario, Canada
$812K +$810K +7,039 New
DCM
248
Driehaus Capital Management
Illinois
$808K +$147K +1,276 +22%
BIM
249
Barton Investment Management
Pennsylvania
$798K +$797K +6,921 New
HPC
250
HM Payson & Co
Maine
$781K

OKTA Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2019, worth a combined $10.5B — up 23% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKTA positions and 76 closed out — a net gain of 8 holders — while 167 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $823M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 463 institutional investors held Okta (OKTA) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.5B of Okta stock for Q4 2019, up 23% quarter-over-quarter.
  • 84 funds opened new Okta positions in Q4 2019 and 76 closed out, a net change of +8 holders.
  • The largest Okta buyer in Q4 2019 was Morgan Stanley, an estimated $823M added.
  • The largest Okta seller in Q4 2019 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2019.