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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
Daiwa Securities Group
301
Daiwa Securities Group
Japan
$463K
SC
302
Scotia Capital
Ontario, Canada
$462K +$65.7K +571 +17%
NIP
303
Nicholas Investment Partners
California
$451K -$743K -6,450 -62%
BFS
304
Bradley Foster & Sargent
Connecticut
$450K -$15K -130 -3%
HF
305
HRT Financial
New York
$440K +$439K +3,816 New
GWM
306
Geneos Wealth Management
Colorado
$439K +$18.4K +160 +5%
Prudential Financial
307
Prudential Financial
New Jersey
$438K -$37.3K -324 -8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
308
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$427K +$426K +3,700 New
FMLI
309
Fukoku Mutual Life Insurance
Japan
$415K -$46.1K -400 -10%
IAA
310
Independent Advisor Alliance
North Carolina
$411K +$44K +382 +12%
M&T Bank
311
M&T Bank
New York
$410K +$77.8K +676 +24%
TMC
312
Trellus Management Company
Florida
$404K
JFA
313
Johanson Financial Advisors
California
$400K +$5.31M +46,148 New
WS
314
Wedbush Securities
California
$397K -$34.2K -297 -8%
AR
315
Advisory Research
Illinois
$388K +$388K +3,366 New
Mackenzie Financial
316
Mackenzie Financial
Ontario, Canada
$383K +$42.3K +367 +12%
FHA
317
Flagship Harbor Advisors
Massachusetts
$371K -$10.2K -89 -3%
FAB
318
First American Bank
Illinois
$361K +$360K +3,125 New
Walleye Capital
319
Walleye Capital
New York
$360K +$359K +3,120 New
AGM
320
Alpine Global Management
New York
$351K +$350K +3,044 New
WAM
321
World Asset Management
Michigan
$349K -$49.9K -433 -13%
CIAS
322
Capital Investment Advisory Services
North Carolina
$339K
CGL
323
Clarius Group LLC
Washington
$336K
Manulife (Manufacturers Life Insurance)
324
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$330K -$12.7K -110 -4%
APA
325
American Portfolios Advisors
New York
$321K +$9.79K +85 +3%

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.