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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
HFM
251
Harvest Fund Management
China
$134K -$213K -3,589 -63%
AIG
252
American International Group
New York
$132K
SP
253
Symmetry Partners
Connecticut
$124K +$115K +1,939 New
QT
254
Quantamental Technologies
New York
$108K +$101K +1,700 New
CIAS
255
Capital Investment Advisory Services
North Carolina
$99K +$91.9K +1,550 New
QT
256
Quantbot Technologies
New York
$91K -$223K -3,767 -72%
CFGS
257
Concourse Financial Group Securities
Alabama
$89K +$83.6K +1,410 New
NIT
258
NumerixS Investment Technologies
British Columbia, Canada
$86K -$545K -9,200 -87%
FANJ
259
Financial Architects (New Jersey)
New Jersey
$86K +$35.6K +600 +79%
PCM
260
Penserra Capital Management
California
$81K +$75.9K +1,280 New
S
261
SignatureFD
Georgia
$78K +$13.2K +223 +22%
MWM
262
Mascoma Wealth Management
New Hampshire
$77K
RE
263
RBC Europe
United Kingdom
$69K +$4.8K +81 +8%
FFW
264
Fusion Family Wealth
New York
$66K
RCAG
265
Rehmann Capital Advisory Group
Michigan
$60.9K -$380K -6,417 -87%
WEC
266
Winslow Evans & Crocker
Massachusetts
$56K +$51.9K +876 New
IWA
267
Intercontinental Wealth Advisors
Texas
$55K +$50.7K +855 New
CFD
268
Creative Financial Designs
Indiana
$54K +$5.93K +100 +13%
Parallax Volatility Advisers
269
Parallax Volatility Advisers
California
$53K +$44.6K +753 +953%
HTC
270
Hershey Trust Company
Pennsylvania
$46K
DBT
271
Dubuque Bank & Trust
Iowa
$43K
Group One Trading
272
Group One Trading
Illinois
$41K -$2.04M -34,465 -98%
ASN
273
Advisory Services Network
Georgia
$40K
SWM
274
SeaCrest Wealth Management
New York
$39K -$40.7K -686 -53%
RWA
275
Ropes Wealth Advisors
Massachusetts
$38K

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.