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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
BL
351
BFSG LLC
California
-$557K -7,912 Closed
FIA
352
FNY Investment Advisers
New York
-$527K -7,500 Closed
CA
353
Cetera Advisors
Colorado
-$473K -6,734 Closed
DTL
354
Dynamic Technology Lab
Singapore
-$397K -5,641 Closed
Pacer Advisors
355
Pacer Advisors
Pennsylvania
-$335K -4,763 Closed
SAM
356
Symphony Asset Management
California
-$315K -4,467 Closed
N
357
Natixis
France
-$307K -4,357 Closed
HF
358
HRT Financial
New York
-$302K -4,295 Closed
EMG
359
Ellington Management Group
Connecticut
-$288K -4,100 Closed
FMLI
360
Fukoku Mutual Life Insurance
Japan
-$288K -4,100 Closed
SAM
361
Silphium Asset Management
United Kingdom
-$281K -3,995 Closed
JCP
362
Jabre Capital Partners
Switzerland
-$267K -3,800 Closed
MA
363
MANA Advisors
New York
-$266K -3,784 Closed
CC
364
Cipher Capital
New York
-$260K -3,688 Closed
LWAC
365
Laurel Wealth Advisors (California)
California
-$253K -3,600 Closed
SCA
366
Secor Capital Advisors
New York
-$240K -3,411 Closed
M&T Bank
367
M&T Bank
New York
-$239K -3,396 Closed
VF
368
Virtu Financial
New York
-$222K -3,150 Closed
FAB
369
First American Bank
Illinois
-$218K -3,092 Closed
II
370
Ibex Investors
Colorado
-$216K -3,070 Closed
WAM
371
World Asset Management
Michigan
-$205K -2,919 Closed
HI
372
HBK Investments
Texas
-$203K -2,888 Closed
SWP
373
Stratos Wealth Partners
Ohio
-$147K -2,096 Closed
Northwestern Mutual Wealth Management
374
Northwestern Mutual Wealth Management
Wisconsin
-$118K -1,670 Closed
FHB
375
First Hawaiian Bank
Hawaii
-$69K -975 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.