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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
ACM
326
AlphaCrest Capital Management
New York
$320K -$671K -5,830 -68%
KPCM
327
Kings Point Capital Management
New York
$315K +$57.6K +500 +22%
NA
328
NewEdge Advisors
Louisiana
$303K
PAS
329
Partnervest Advisory Services
California
$288K -$46.1K -400 -14%
PC
330
Pier Capital
Connecticut
$287K +$11.5K +100 +4%
AAS
331
Avantax Advisory Services
Texas
$284K +$283K +2,461 New
SLT
332
St Louis Trust
Missouri
$283K
PWM
333
Perigon Wealth Management
California
$281K -$4.26K -37 -2%
AIG
334
American International Group
New York
$276K -$11.7K -102 -4%
Impax Asset Management Group
335
Impax Asset Management Group
United Kingdom
$271K +$271K +2,353 New
NFG
336
Next Financial Group
Texas
$269K -$14.4K -125 -5%
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$268K -$176K -1,533 -40%
DAM
338
Diamant Asset Management
Connecticut
$264K +$264K +2,290 New
OI
339
Oakbrook Investments
Illinois
$262K -$54.7K -475 -17%
Baird Financial Group
340
Baird Financial Group
Wisconsin
$262K -$19.6K -170 -7%
CFGS
341
Concourse Financial Group Securities
Alabama
$255K +$10.2K +89 +4%
CB
342
Commerce Bank
Missouri
$254K +$253K +2,198 New
DADC
343
D.A. Davidson & Co
Montana
$254K +$254K +2,202 New
DBT
344
Dubuque Bank & Trust
Iowa
$252K
AG
345
AlphaSimPlex Group
Massachusetts
$252K +$251K +2,181 New
RIM
346
Redpoint Investment Management
Australia
$248K +$248K +2,151 New
Canada Pension Plan Investment Board
347
Canada Pension Plan Investment Board
Ontario, Canada
$247K +$247K +2,146 New
BHB
348
Bank Hapoalim BM
Israel
$245K +$244K +2,120 New
PSUF
349
People's United Financial
Connecticut
$243K -$88.9K -772 -27%
JIM
350
Jupiter Investment Management
United Kingdom
$231K -$218K -1,896 -49%

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.