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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
VI
326
Versor Investments
New York
$524K +$148K +1,945 +51%
MOACM
327
Mutual of America Capital Management
New York
$523K -$48.7K -639 -10%
BAM
328
Blueshift Asset Management
New Jersey
$520K +$438K +5,746 New
PWM
329
Perigon Wealth Management
California
$517K -$56K -734 -11%
IAA
330
Independent Advisor Alliance
North Carolina
$515K -$610 -8 -0.1%
SGAM
331
Smith Group Asset Management
Texas
$513K +$433K +5,670 New
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$512K -$82.1K -1,076 -16%
Aviva
333
Aviva
United Kingdom
$511K -$687 -9 -0.2%
CI Investments Inc
334
CI Investments Inc
Ontario, Canada
$511K +$53.6K +702 +14%
RK
335
Rather & Kittrell
Tennessee
$510K -$82.5K -1,082 -16%
AWS
336
Atria Wealth Solutions
New York
$505K +$238K +3,116 +126%
PL
337
Perpetual Ltd
Australia
$505K +$425K +5,574 New
CG
338
Cutler Group
California
$503K -$1.71M -22,387 -80%
JFG
339
Jefferies Financial Group
New York
$495K +$418K +5,473 New
M1FG
340
Mach-1 Financial Group
Arkansas
$495K -$82.5K -1,082 -17%
Capstone Investment Advisors
341
Capstone Investment Advisors
New York
$491K +$414K +5,424 New
BA
342
Bristlecone Advisors
Washington
$490K +$610 +8 +0.1%
SPS
343
Susquehanna Portfolio Strategies
Pennsylvania
$480K +$404K +5,300 New
OP
344
ORG Partners
Indiana
$480K +$41.8K +548 +12%
BZWA
345
Blue Zone Wealth Advisors
California
$466K +$10.2K +134 +3%
RWM
346
Rockline Wealth Management
New York
$457K +$385K +5,051 New
MMA
347
Miracle Mile Advisors
California
$449K +$68.7K +900 +22%
Wolverine Trading
348
Wolverine Trading
Illinois
$445K -$535K -7,007 -59%
AIM
349
Achmea Investment Management
Netherlands
$444K -$268K -3,518 -42%
VIM
350
Vinva Investment Management
Australia
$444K +$54.2K +711 +17%
12 13
14
15 16

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.