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Okta
OKTA

754 hedge funds and large institutions have $26.7B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 299 increasing their positions, 206 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 206

38% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 94

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

3% more funds holding

Funds holding: 731 → 754 (+23)

2.48% more ownership

Funds ownership: 78.32% → 80.81% (+2.5%)

3% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.78B

2% less capital invested

Capital invested by funds: $27.4B → $26.7B (-$678M)

Holders
754
Holders Change
+23
Holders Change %
+3.15%
% of All Funds
11.6%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
130
Increased
299
Reduced
206
Closed
94
Calls
$1.84B
Puts
$1.78B
Net Calls
+$60M
Net Calls Change
-$710M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$350M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$216M
4
AM
Atreides Management
Massachusetts
+$186M
5
PCH
Polar Capital Holdings
United Kingdom
+$161M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$355M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
3
Jennison Associates
Jennison Associates
New York
-$310M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$167M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
276
Northwestern Mutual Wealth Management
Wisconsin
$2.73M +$987K +4,143 +52%
AQR Capital Management
277
AQR Capital Management
Connecticut
$2.73M -$15.2K -64 -0.5%
IAA
278
Independent Advisor Alliance
North Carolina
$2.73M +$145K +608 +5%
VIA
279
Vident Investment Advisory
Georgia
$2.7M +$473K +1,985 +20%
AIG
280
American International Group
New York
$2.67M +$114K +477 +4%
LCH
281
Lee Capital Holdings
New York
$2.61M +$118K +495 +4%
MNBTD
282
Moody National Bank Trust Division
Texas
$2.6M -$7.06M -29,626 -72%
AI
283
Atom Investors
Texas
$2.58M +$2.74M +11,495 New
ZIM
284
Zacks Investment Management
Illinois
$2.56M +$2.72M +11,422 New
AB
285
Amalgamated Bank
New York
$2.51M +$948K +3,979 +55%
EWM
286
Elite Wealth Management
Washington
$2.47M -$121K -506 -4%
FMI
287
F/M Investments
District of Columbia
$2.46M +$2.61M +10,960 New
Primecap Management
288
Primecap Management
California
$2.45M – – –
Natixis Advisors
289
Natixis Advisors
Massachusetts
$2.44M +$2.59M +10,886 New
VR
290
Viridian RIA
Washington
$2.44M +$2.59M +10,880 New
OC
291
Oppenheimer & Co
New York
$2.38M +$76.7K +322 +3%
AA
292
ALPS Advisors
Colorado
$2.38M +$329K +1,383 +15%
CRC
293
Curi RMB Capital
Illinois
$2.37M +$547K +2,298 +28%
DAM
294
Draper Asset Management
New York
$2.33M +$235K +988 +10%
JSC
295
Jackson Square Capital
California
$2.32M -$836K -3,511 -25%
ECM
296
ExodusPoint Capital Management
New York
$2.32M -$12.8M -53,648 -84%
HCA
297
Harbor Capital Advisors
Illinois
$2.31M +$2.46M +10,314 New
Mackenzie Financial
298
Mackenzie Financial
Ontario, Canada
$2.3M +$96K +403 +4%
Cerity Partners
299
Cerity Partners
New York
$2.27M +$864K +3,626 +56%
BBVA
300
Banco Bilbao Vizcaya Argentaria
Spain
$2.27M -$666K -2,795 -22%
10 11
12
13 14

OKTA Hedge Fund Activity: Q4 2021 in Review

754 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2021, worth a combined $26.7B — down 2.5% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new OKTA positions and 94 closed out — a net gain of 36 holders — while 299 added to existing stakes and 206 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $355M.

  • 754 institutional investors held Okta (OKTA) as of Q4 2021, up from 731 in Q3 2021.
  • Funds reported $26.7B of Okta stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 130 funds opened new Okta positions in Q4 2021 and 94 closed out, a net change of +36 holders.
  • The largest Okta buyer in Q4 2021 was BlackRock, an estimated $350M added.
  • The largest Okta seller in Q4 2021 was Morgan Stanley, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.