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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
CFGS
326
Concourse Financial Group Securities
Alabama
$1.88M -$715 -3 -0%
LIM
327
Leavell Investment Management
Alabama
$1.88M – – –
BAM
328
Blueshift Asset Management
New Jersey
$1.87M -$77.9K -327 -4%
BMSSC
329
B. Metzler seel. Sohn & Co
Germany
$1.86M +$755K +3,170 +62%
ADIM
330
Alpha DNA Investment Management
Maryland
$1.86M +$1.97M +8,283 New
TCM
331
Tributary Capital Management
Nebraska
$1.85M +$1.97M +8,250 New
JF
332
Jump Financial
Illinois
$1.83M +$1.95M +8,169 New
BS
333
Banco Santander
Spain
$1.82M – – –
BF
334
BOK Financial
Oklahoma
$1.8M +$107K +450 +6%
Two Sigma Investments
335
Two Sigma Investments
New York
$1.79M +$1.9M +7,973 New
NA
336
NewEdge Advisors
Louisiana
$1.77M +$1.15M +4,830 +157%
AAS
337
Ameritas Advisory Services
Nebraska
$1.76M +$1.88M +7,872 New
LSERS
338
Louisiana State Employees Retirement System
Louisiana
$1.75M +$95.3K +400 +5%
EI
339
Ethic Inc
New York
$1.73M +$268K +1,124 +17%
LCM
340
Lattice Capital Management
Washington
$1.73M +$1.83M +7,700 New
IAIM
341
Industrial Alliance Investment Management
Quebec, Canada
$1.72M +$1.83M +7,665 New
GWM
342
Geneos Wealth Management
Colorado
$1.71M +$237K +993 +15%
SF
343
Synovus Financial
Georgia
$1.67M +$45.7K +192 +3%
DSAM
344
Dock Street Asset Management
Florida
$1.66M – – –
WS
345
Wedbush Securities
California
$1.63M -$60K -252 -3%
Prudential Financial
346
Prudential Financial
New Jersey
$1.59M -$66.5K -279 -4%
AWM
347
Avitas Wealth Management
California
$1.57M -$434K -1,820 -21%
AWS
348
AJ Wealth Strategies
New York
$1.56M +$83.4K +350 +5%
SWM
349
Spire Wealth Management
Virginia
$1.53M -$4.76K -20 -0.3%
Connor, Clark & Lunn Investment Management (CC&L)
350
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.52M +$120K +504 +8%
12 13
14
15 16

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.