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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
CCMW
301
Cypress Capital Management (Wyoming)
Wyoming
$5K
BCA
302
Berman Capital Advisors
Georgia
$5K +$5.39K +91 New
WAM
303
Wealthspire Advisors (Maryland)
Maryland
$4K -$15.8K -266 -81%
CAPTRUST Financial Advisors
304
CAPTRUST Financial Advisors
North Carolina
$4K -$14.8K -250 -78%
PO
305
Private Ocean
California
$4K
CA
306
Claro Advisors
Massachusetts
$4K +$2.96K +50 New
EARNEST Partners
307
EARNEST Partners
Georgia
$4K +$3.38K +57 New
HR
308
Howe & Rusling
New York
$4K +$3.44K +58 New
BFC
309
Bedel Financial Consulting
Indiana
$3K
PFGIA
310
Patriot Financial Group Insurance Agency
Massachusetts
$3K
PA
311
Perennial Advisors
New York
$3K
AIA
312
Alera Investment Advisors
Illinois
$2K +$1.48K +25 New
TRCT
313
Tower Research Capital (TRC)
New York
$2K +$1.72K +29 New
RFC
314
Regions Financial Corp
Alabama
$2K +$2.13K +36 New
AAMU
315
Amundi Asset Management US
Massachusetts
$1.27K
CAM
316
ClariVest Asset Management
California
$1K
PMFA
317
Plante Moran Financial Advisors
Michigan
$1K
TCOV
318
Trust Company of Vermont
Vermont
$1K
KPW
319
Kore Private Wealth
New York
$1K +$711 +12 New
PWM
320
PRW Wealth Management
Massachusetts
$1K +$1.3K +22 New
SFSIG
321
San Francisco Sentry Investment Group
California
$1K +$1.36K +23 New
CF
322
Centaurus Financial
California
$4 +$16.4K +276 +6,900%
Fidelity International
323
Fidelity International
Bermuda
-$75.9M -1,078,938 Closed
Voloridge Investment Management
324
Voloridge Investment Management
Florida
-$18.9M -269,286 Closed
Canada Pension Plan Investment Board
325
Canada Pension Plan Investment Board
Ontario, Canada
-$11.9M -168,700 Closed

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.