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Okta
OKTA

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21% → 86.32% (+5.1%)

4% more funds holding

Funds holding: 599 → 620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$238M
2
Sands Capital Management
Sands Capital Management
Virginia
+$190M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Marshall Wace
Marshall Wace
United Kingdom
+$126M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
2
SCA
Southpoint Capital Advisors
New York
-$68.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$60M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
5
DMC
Deer Management Company
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPG
226
Strategic Planning Group
Utah
$1.88M +$1.59M +20,805 New
Handelsbanken Fonder
227
Handelsbanken Fonder
Sweden
$1.85M -$500K -6,550 -24%
MIFH
228
Migdal Insurance & Financial Holdings
Israel
$1.8M -$52.9K -694 -3%
BOSSRA
229
B.O.S.S. Retirement Advisors
Utah
$1.8M -$19.5K -256 -1%
II
230
Inspire Investing
Idaho
$1.8M +$23.9K +313 +2%
DT
231
Diversified Trust
Tennessee
$1.78M -$52.6K -689 -3%
Balyasny Asset Management
232
Balyasny Asset Management
Illinois
$1.77M +$89.8K +1,177 +6%
MCM
233
Maytus Capital Management
New York
$1.77M +$1.49M +19,500 New
RWP
234
RWA Wealth Partners
Massachusetts
$1.76M – – –
FWIA
235
Fort Washington Investment Advisors
Ohio
$1.71M – – –
RFM
236
Royal Fund Management
Florida
$1.69M -$877K -11,500 -38%
BCIM
237
British Columbia Investment Management
British Columbia, Canada
$1.63M +$301K +3,952 +28%
LAM
238
LECAP Asset Management
United Kingdom
$1.62M +$1.36M +17,857 New
NAM
239
Nissay Asset Management
Japan
$1.61M -$16.7K -219 -1%
Allianz Asset Management
240
Allianz Asset Management
Germany
$1.58M -$365K -4,787 -21%
Cerity Partners
241
Cerity Partners
New York
$1.49M +$238M +3,121,809 +6,192%
SIG
242
Stonegate Investment Group
Alabama
$1.49M – – –
KIA
243
Knollwood Investment Advisory
Maryland
$1.47M -$4.27K -56 -0.3%
PP
244
PDT Partners
New York
$1.46M +$404K +5,300 +49%
DC
245
Davenport & Co
Virginia
$1.43M -$101K -1,320 -8%
VA
246
Vident Advisory
Georgia
$1.4M +$203K +2,662 +21%
BFG
247
Bleakley Financial Group
New Jersey
$1.38M -$1.34M -17,610 -54%
SS
248
Simplicity Solutions
Minnesota
$1.38M -$1.34M -17,610 -54%
PA
249
Profund Advisors
Maryland
$1.38M +$98K +1,285 +9%
GC
250
Gilbert & Cook
Iowa
$1.38M +$204K +2,676 +21%
8 9
10
11 12

OKTA Hedge Fund Activity: Q4 2023 in Review

620 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2023, worth a combined $12B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OKTA positions and 90 closed out — a net gain of 25 holders — while 184 added to existing stakes and 236 trimmed.

The largest buyer was Cerity Partners, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $246M.

  • 620 institutional investors held Okta (OKTA) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $12B of Okta stock for Q4 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Okta positions in Q4 2023 and 90 closed out, a net change of +25 holders.
  • The largest Okta buyer in Q4 2023 was Cerity Partners, an estimated $238M added.
  • The largest Okta seller in Q4 2023 was Wellington Management Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2023.