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462 hedge funds and large institutions have $8.49B invested in Okta in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 145

4% more funds holding

Funds holding: 445462 (+17)

1.97% more ownership

Funds ownership: 78.91%80.88% (+2%)

10% more call options, than puts

Call options by funds: $325M | Put options by funds: $296M

16% less capital invested

Capital invested by funds: $10.1B → $8.49B (-$1.64B)

65% less funds holding in top 10

Funds holding in top 10: 176 (-11)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-64.71%
% of All Funds
0.13%
New
82
Increased
167
Reduced
145
Closed
64
Calls
$325M
Puts
$296M
Net Calls
+$28.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
276
PNC Financial Services Group
Pennsylvania
$624K -$6K -48 -0.8%
SAM
277
Shell Asset Management
Netherlands
$601K
CBA
278
Coastal Bridge Advisors
Connecticut
$590K
SF
279
Synovus Financial
Georgia
$570K +$38.5K +308 +6%
DCM
280
Driehaus Capital Management
Illinois
$564K -$210K -1,685 -23%
OSIA
281
O'Shares Investment Advisers
Massachusetts
$560K +$99.4K +796 +16%
SMDAM
282
Sumitomo Mitsui DS Asset Management
Japan
$554K +$45.3K +363 +7%
MCIM
283
Meadow Creek Investment Management
Georgia
$532K -$63.7K -510 -9%
TRCT
284
Tower Research Capital (TRC)
New York
$529K +$669K +5,355 +33,469%
MIH
285
Meitav Investment House
Israel
$524K -$75.7K -606 -11%
CC
286
Centiva Capital
New York
$521K +$661K +5,295 New
DILIC
287
Dai-ichi Life Insurance Company
Japan
$510K -$500K -4,000 -44%
AF
288
Advisornet Financial
Minnesota
$510K -$98.8K -791 -13%
TSS
289
Two Sigma Securities
New York
$506K +$642K +5,139 New
BBHC
290
Brown Brothers Harriman & Co
New York
$504K
LCM
291
Landscape Capital Management
New Jersey
$494K -$217K -1,737 -26%
SB
292
Suntrust Banks
Georgia
$494K +$36.5K +292 +6%
ProShare Advisors
293
ProShare Advisors
Maryland
$493K +$2.75K +22 +0.4%
PCR
294
Potrero Capital Research
California
$492K
TK
295
TIAA Kaspick
Massachusetts
$492K +$625K +5,000 New
PFS
296
Prospera Financial Services
Texas
$489K +$26.2K +210 +4%
SWP
297
Stratos Wealth Partners
Ohio
$486K +$142K +1,135 +30%
Janney Montgomery Scott
298
Janney Montgomery Scott
Pennsylvania
$482K -$571K -4,568 -48%
AC
299
Athanor Capital
New York
$482K
Comerica Bank
300
Comerica Bank
Texas
$474K +$129K +1,036 +31%

OKTA Hedge Fund Activity: Q3 2019 in Review

462 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2019, worth a combined $8.49B — down 16% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new OKTA positions and 64 closed out — a net gain of 18 holders — while 167 added to existing stakes and 145 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $90.2M sold.

  • 462 institutional investors held Okta (OKTA) as of Q3 2019, up from 445 in Q2 2019.
  • Funds reported $8.49B of Okta stock for Q3 2019, down 16% quarter-over-quarter.
  • 82 funds opened new Okta positions in Q3 2019 and 64 closed out, a net change of +18 holders.
  • The largest Okta buyer in Q3 2019 was T. Rowe Price Associates, an estimated $200M added.
  • The largest Okta seller in Q3 2019 was Lord, Abbett & Co, an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2019.