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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
AP
251
Appleton Partners
Massachusetts
$780K
AA
252
ALPS Advisors
Colorado
$772K +$20.5K +178 +3%
MIFH
253
Migdal Insurance & Financial Holdings
Israel
$762K +$760K +6,602 New
FMT
254
First Mercantile Trust
Tennessee
$756K -$201K -1,750 -21%
AI
255
AdvisorShares Investments
Maryland
$746K +$745K +6,468 New
DWA
256
Dorsey Wright & Associates
California
$746K +$745K +6,468 New
GC
257
Guggenheim Capital
Illinois
$742K -$308K -2,679 -29%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$740K +$10.5K +91 +1%
SWRP
259
Summit Wealth & Retirement Planning
California
$731K +$729K +6,335 New
FCM
260
Frontier Capital Management
Massachusetts
$718K -$681K -5,917 -49%
NL
261
NVWM LLC
Pennsylvania
$696K -$312K -2,708 -31%
CBA
262
Coastal Bridge Advisors
Connecticut
$691K
SF
263
Synovus Financial
Georgia
$689K +$21.2K +184 +3%
AF
264
Advisornet Financial
Minnesota
$680K +$81.7K +710 +14%
FAM
265
Fred Alger Management
New York
$664K -$144K -1,255 -18%
PFS
266
Prospera Financial Services
Texas
$662K +$89.2K +775 +16%
PL
267
Parkwood LLC
Ohio
$649K -$314K -2,727 -33%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$649K
Truist Financial
269
Truist Financial
North Carolina
$648K +$646K +5,612 New
MIH
270
Meitav Investment House
Israel
$647K +$57.9K +503 +10%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$640K +$75.3K +654 +13%
SW
272
SkyOak Wealth
Michigan
$638K +$637K +5,530 New
DILIC
273
Dai-ichi Life Insurance Company
Japan
$625K +$27.4K +238 +5%
MML Investors Services
274
MML Investors Services
Massachusetts
$621K +$96.7K +840 +18%
NC
275
NewSquare Capital
Pennsylvania
$594K +$593K +5,150 New

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.