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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
LF
276
Lee Financial
Texas
$38K +$35.6K +600 New
AIL
277
AGF Investments LLC
Ontario, Canada
$36K +$33.8K +571 New
GEA
278
Glen Eagle Advisors
New Jersey
$35.1K
CAM
279
CenterStar Asset Management
Illinois
$24K
MPWT
280
MassMutual Private Wealth & Trust
Connecticut
$21.4K -$5.39K -91 -21%
CAM
281
Cresset Asset Management
Illinois
$21K +$19.4K +327 New
FCA
282
FinTrust Capital Advisors
South Carolina
$18K +$16.6K +280 New
FDCDDQ
283
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.7K +$6.4K +108 +71%
EWM
284
Edge Wealth Management
New York
$16K
JA
285
JOYN Advisors
Georgia
$14K
QCG
286
Quadrant Capital Group
Ohio
$14K +$13.9K +235 New
SBL
287
Sargent Bickham Lagudis
Colorado
$13K
GWMIA
288
Global Wealth Management Investment Advisory
Florida
$13K +$11.9K +200 New
NSIM
289
North Star Investment Management
Illinois
$13K +$11.9K +200 New
Russell Investments Group
290
Russell Investments Group
United Kingdom
$13K +$12K +202 New
AAP
291
Arax Advisory Partners
Colorado
$11K +$9.78K +165 New
CTC
292
Central Trust Company
Missouri
$11K +$10.1K +170 New
AWM
293
Avior Wealth Management
Nebraska
$10K
BWP
294
Baldwin Wealth Partners
Massachusetts
$10K
CCA
295
Catalyst Capital Advisors
New York
$10K +$9.13K +154 New
CAGAS
296
Capital Advisory Group Advisory Services
Minnesota
$9K +$8.77K +148 New
LC
297
Lindbrook Capital
California
$8K +$7.71K +130 New
MIM
298
MetLife Investment Management
New Jersey
$7.46K -$59 -1 -0.8%
VFA
299
Valeo Financial Advisors
Indiana
$7K
WCM
300
Whitener Capital Management
North Carolina
$6K

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.