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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
CCB
351
Cutter & Co Brokerage
Missouri
$231K -$115K -1,000 -33%
TCM
352
Teza Capital Management
Illinois
$227K +$226K +1,964 New
Cerity Partners
353
Cerity Partners
New York
$227K +$227K +1,969 New
DT
354
Diversified Trust
Tennessee
$223K +$222K +1,930 New
RCM
355
Requisite Capital Management
Texas
$223K +$345K +3,000 New
FRM
356
Fox Run Management
Connecticut
$222K +$222K +1,925 New
BCV
357
Banque Cantonale Vaudoise
Switzerland
$217K +$217K +1,882 New
LOAME
358
Lombard Odier Asset Management (Europe)
United Kingdom
$214K +$213K +1,852 New
SCM
359
Stevens Capital Management
Pennsylvania
$213K +$212K +1,845 New
JAM
360
Jupiter Asset Management
United Kingdom
$209K -$1.45M -12,571 -87%
BNP Paribas Asset Management
361
BNP Paribas Asset Management
France
$209K -$48.2K -419 -19%
SHGA
362
Sand Hill Global Advisors
California
$208K +$207K +1,800 New
CAN
363
Cetera Advisor Networks
California
$205K +$202K +1,755 New
Axa
364
Axa
France
$203K -$2.39M -20,721 -92%
BBHC
365
Brown Brothers Harriman & Co
New York
$185K -$405K -3,515 -69%
SBSB
366
Sullivan, Bruyette, Speros & Blaney
Virginia
$178K
CAM
367
CenterStar Asset Management
Illinois
$172K
S
368
SignatureFD
Georgia
$154K -$34.7K -301 -18%
RE
369
RBC Europe
United Kingdom
$150K
LS
370
Livforsakringsbolaget Skandia
Sweden
$138K
TCWM
371
Total Clarity Wealth Management
Illinois
$137K +$137K +1,190 New
IA
372
IFP Advisors
Florida
$133K +$1.84K +16 +1%
BAM
373
Belpointe Asset Management
Nevada
$127K
EIM
374
Essex Investment Management
Massachusetts
$113K -$5.36M -46,532 -98%
Nisa Investment Advisors
375
Nisa Investment Advisors
Missouri
$110K +$57.6K +500 +111%

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.