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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
ProShare Advisors
276
ProShare Advisors
Maryland
$587K +$8.4K +73 +1%
PP
277
PDT Partners
New York
$577K -$7.84M -68,100 -93%
PCR
278
Potrero Capital Research
California
$577K
OSIA
279
O'Shares Investment Advisers
Massachusetts
$569K -$86.5K -751 -13%
C
280
Cerebellum
California
$559K +$26.9K +234 +5%
SP
281
Symmetry Partners
Connecticut
$551K +$123K +1,066 +29%
Wolverine Trading
282
Wolverine Trading
Illinois
$549K -$1.25M -10,894 -69%
CIBC Asset Management
283
CIBC Asset Management
Ontario, Canada
$535K +$71.5K +621 +15%
LWAC
284
Laurel Wealth Advisors (California)
California
$532K +$38.8K +337 +8%
SWP
285
Stratos Wealth Partners
Ohio
$522K -$47.3K -411 -8%
SI
286
Stephens Inc
Arkansas
$516K +$188K +1,631 +57%
PA
287
PFG Advisors
Arizona
$514K +$471K +4,095 New
PRC
288
Pearl River Capital
Michigan
$514K +$512K +4,451 New
D.E. Shaw & Co
289
D.E. Shaw & Co
New York
$509K -$4.97M -43,209 -91%
OPFM
290
Optimus Prime Fund Management
Cayman Islands
$508K
CF
291
Centaurus Financial
California
$507K -$11.6K -101 -2%
WPW
292
Waldron Private Wealth
Pennsylvania
$507K -$3.57K -31 -0.7%
SAM
293
Shell Asset Management
Netherlands
$505K -$199K -1,726 -28%
Nordea Investment Management
294
Nordea Investment Management
Sweden
$501K -$18.4K -160 -3%
FAAS
295
First Allied Advisory Services
California
$500K +$45.5K +395 +10%
SC
296
Slow Capital
California
$495K
BBVA
297
Banco Bilbao Vizcaya Argentaria
Spain
$487K +$486K +4,223 New
AC
298
Athanor Capital
New York
$485K -$80.6K -700 -14%
Cetera Investment Advisers
299
Cetera Investment Advisers
Illinois
$484K +$40.3K +350 +9%
HMS
300
Hanseatic Management Services
New Mexico
$467K +$7.94K +69 +2%

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.