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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
HFM
376
Harvest Fund Management
China
$106K -$78.6K -683 -45%
S
377
Seeyond
France
$103K
LIA
378
LS Investment Advisors
Michigan
$102K
QI
379
QS Investors
New York
$94K
AA
380
Ancora Advisors
Ohio
$89K +$89.2K +775 New
CFD
381
Creative Financial Designs
Indiana
$86K -$6.91K -60 -8%
PCG
382
Private Capital Group
Connecticut
$86K +$64.1K +557 +295%
MS
383
Mizuho Securities
Japan
$81K
RIA
384
Realta Investment Advisors
Delaware
$79K -$3.34K -29 -5%
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.6K +$56.4K +490 +331%
SFS
386
Sowell Financial Services
Arkansas
$73K +$61.5K +534 +556%
TRCT
387
Tower Research Capital (TRC)
New York
$70K -$549K -4,765 -89%
BWP
388
Baldwin Wealth Partners
Massachusetts
$70K +$57.6K +500 +500%
OIA
389
Optimum Investment Advisors
Illinois
$69K
SPIA
390
Steward Partners Investment Advisory
New York
$67K -$16.7K -145 -20%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$67K +$3.45K +30 +5%
VFA
392
Valeo Financial Advisors
Indiana
$63K +$27.3K +237 +76%
ASN
393
Advisory Services Network
Georgia
$62K -$118K -1,022 -66%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$61K
WEC
395
Winslow Evans & Crocker
Massachusetts
$60K
GT
396
Glenmede Trust
Pennsylvania
$58K -$51.2K -445 -47%
AAP
397
Arax Advisory Partners
Colorado
$58K -$13.9K -121 -19%
FANJ
398
Financial Architects (New Jersey)
New Jersey
$52K
BCA
399
Berman Capital Advisors
Georgia
$46K +$9.9K +86 +26%
GEA
400
Glen Eagle Advisors
New Jersey
$45K -$21.3K -185 -32%

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.