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582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
351
M&T Bank
New York
$444K +$40.7K +713 +12%
Cerity Partners
352
Cerity Partners
New York
$434K +$85.5K +1,498 +31%
Corient Private Wealth
353
Corient Private Wealth
Florida
$432K +$354K +6,196 New
EOJOAM
354
E. Ohman J:or Asset Management
Sweden
$430K
SG Americas Securities
355
SG Americas Securities
New York
$429K -$879K -15,403 -71%
FAM
356
Fred Alger Management
New York
$428K +$44K +771 +14%
Jacobs Levy Equity Management
357
Jacobs Levy Equity Management
New Jersey
$426K -$177K -3,102 -33%
SFG
358
Synergy Financial Group
California
$414K -$187K -3,270 -35%
KAS
359
Kestra Advisory Services
Texas
$411K -$1.37K -24 -0.4%
CI Investments Inc
360
CI Investments Inc
Ontario, Canada
$405K +$73K +1,278 +27%
MML Investors Services
361
MML Investors Services
Massachusetts
$402K -$60.3K -1,056 -15%
P8IP
362
Pier 88 Investment Partners
California
$401K +$335K +5,870 New
CAPTRUST Financial Advisors
363
CAPTRUST Financial Advisors
North Carolina
$401K +$32.5K +569 +11%
TFS
364
Thoroughbred Financial Services
Tennessee
$394K +$330K +5,777 New
CP
365
CenterBook Partners
Connecticut
$393K +$329K +5,754 New
Manulife (Manufacturers Life Insurance)
366
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$387K -$22K -386 -6%
FDCDDQ
367
Federation des caisses Desjardins du Quebec
Quebec, Canada
$383K +$279K +4,891 +687%
AWS
368
AJ Wealth Strategies
New York
$379K -$31.4K -550 -9%
S
369
SignatureFD
Georgia
$377K +$181K +3,173 +135%
BMSSC
370
B. Metzler seel. Sohn & Co
Germany
$374K +$31.4K +550 +11%
CG
371
Caprock Group
Idaho
$373K +$33.2K +581 +12%
Prudential Financial
372
Prudential Financial
New Jersey
$372K +$3.37K +59 +1%
MGP
373
Metis Global Partners
California
$366K +$306K +5,363 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
374
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$359K +$300K +5,260 New
BL
375
Balentine LLC
Georgia
$356K +$297K +5,206 New

OKTA Hedge Fund Activity: Q4 2022 in Review

582 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2022, worth a combined $8.51B — up 25% from $6.79B a quarter earlier.

Buyers outnumbered sellers: 119 funds opened new OKTA positions and 96 closed out — a net gain of 23 holders — while 194 added to existing stakes and 188 trimmed.

The largest buyer was Sands Capital Management, adding an estimated $221M. The largest seller was Two Sigma Investments, cutting an estimated $91.2M.

  • 582 institutional investors held Okta (OKTA) as of Q4 2022, up from 570 in Q3 2022.
  • Funds reported $8.51B of Okta stock for Q4 2022, up 25% quarter-over-quarter.
  • 119 funds opened new Okta positions in Q4 2022 and 96 closed out, a net change of +23 holders.
  • The largest Okta buyer in Q4 2022 was Sands Capital Management, an estimated $221M added.
  • The largest Okta seller in Q4 2022 was Two Sigma Investments, an estimated $91.2M sold.

Based on aggregated 13F filings for Q4 2022.