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Okta
OKTA

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21% → 86.32% (+5.1%)

4% more funds holding

Funds holding: 599 → 620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$238M
2
Sands Capital Management
Sands Capital Management
Virginia
+$190M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Marshall Wace
Marshall Wace
United Kingdom
+$126M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
2
SCA
Southpoint Capital Advisors
New York
-$68.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$60M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
5
DMC
Deer Management Company
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Nordea Investment Management
276
Nordea Investment Management
Sweden
$1.03M +$49.3K +646 +6%
IIM
277
INTECH Investment Management
Florida
$1M +$149K +1,954 +21%
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$976K – – –
YDMI
279
Y.D. More Investments
Israel
$949K -$953K -12,497 -49%
BM
280
Brandywine Managers
Delaware
$928K – – –
Creative Planning
281
Creative Planning
Kansas
$926K -$2.4M -31,408 -75%
Principal Financial Group
282
Principal Financial Group
Iowa
$925K -$162K -2,120 -17%
FCM
283
Firsthand Capital Management
California
$905K – – –
Stifel Financial
284
Stifel Financial
Missouri
$902K -$1.2M -15,710 -61%
Mackenzie Financial
285
Mackenzie Financial
Ontario, Canada
$875K +$48.1K +630 +7%
CBA
286
Coastal Bridge Advisors
Connecticut
$870K – – –
SG Americas Securities
287
SG Americas Securities
New York
$868K -$192K -2,520 -21%
BBVA
288
Banco Bilbao Vizcaya Argentaria
Spain
$854K +$178K +2,334 +33%
ECU
289
Eisler Capital (UK)
United Kingdom
$837K +$705K +9,241 New
Cetera Investment Advisers
290
Cetera Investment Advisers
Illinois
$834K -$40.7K -534 -5%
Corient Private Wealth
291
Corient Private Wealth
Florida
$826K -$148K -1,935 -17%
OC
292
Oppenheimer & Co
New York
$808K -$630K -8,256 -48%
DACG
293
Donor Advised Charitable Giving
California
$794K – – –
PAWA
294
Palo Alto Wealth Advisors
California
$784K +$130K +1,700 +24%
PAM
295
Panagora Asset Management
Massachusetts
$768K – – –
Prudential Financial
296
Prudential Financial
New Jersey
$766K -$6.09M -79,835 -90%
WLG
297
Williamson Legacy Group
Indiana
$745K +$628K +8,232 New
P
298
Pitcairn
Pennsylvania
$743K +$626K +8,210 New
YC
299
Yarbrough Capital
Tennessee
$735K – – –
Bank of Nova Scotia
300
Bank of Nova Scotia
Ontario, Canada
$713K +$601K +7,879 New
10 11
12
13 14

OKTA Hedge Fund Activity: Q4 2023 in Review

620 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2023, worth a combined $12B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OKTA positions and 90 closed out — a net gain of 25 holders — while 184 added to existing stakes and 236 trimmed.

The largest buyer was Cerity Partners, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $246M.

  • 620 institutional investors held Okta (OKTA) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $12B of Okta stock for Q4 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Okta positions in Q4 2023 and 90 closed out, a net change of +25 holders.
  • The largest Okta buyer in Q4 2023 was Cerity Partners, an estimated $238M added.
  • The largest Okta seller in Q4 2023 was Wellington Management Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2023.