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611 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 197

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $19.3B → $21.2B (+$1.97B)

1% more funds holding

Funds holding: 605611 (+6)

0.08% more ownership

Funds ownership: 82.84%82.92% (+0.08%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

28% less call options, than puts

Call options by funds: $742M | Put options by funds: $1.03B

Holders
611
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
236
Reduced
197
Closed
78
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
MFAM
376
Motley Fool Asset Management
Virginia
$600K +$101K +483 +21%
TRCT
377
Tower Research Capital (TRC)
New York
$596K +$540K +2,590 +1,335%
MSL
378
Mackay Shields LLC
New York
$589K -$226K -1,082 -28%
CGL
379
Clarius Group LLC
Washington
$573K
Cerity Partners
380
Cerity Partners
New York
$567K +$144K +689 +35%
MIH
381
Meitav Investment House
Israel
$560K -$177K -847 -24%
Acadian Asset Management
382
Acadian Asset Management
Massachusetts
$556K -$13.6K -65 -2%
JF
383
Jump Financial
Illinois
$556K +$542K +2,600 New
UCFA
384
United Capital Financial Advisors
Texas
$529K -$871K -4,178 -63%
SS
385
Sunbelt Securities
Texas
$527K +$486K +2,331 New
TC
386
TwinBeech Capital
New York
$524K +$511K +2,450 New
Manulife (Manufacturers Life Insurance)
387
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$521K
MOACM
388
Mutual of America Capital Management
New York
$516K
SC
389
Scotia Capital
Ontario, Canada
$510K -$145K -695 -23%
JCM
390
JS Capital Management
New York
$492K +$479K +2,300 New
DAM
391
Diamant Asset Management
Connecticut
$490K
DILIC
392
Dai-ichi Life Insurance Company
Japan
$489K -$625K -3,000 -57%
BAM
393
Blueshift Asset Management
New Jersey
$486K +$474K +2,274 New
P8IP
394
Pier 88 Investment Partners
California
$483K +$471K +2,260 New
CRCM
395
Corbett Road Capital Management
Virginia
$469K +$16.1K +77 +4%
CAN
396
Cetera Advisor Networks
California
$466K +$7.3K +35 +2%
CFD
397
Creative Financial Designs
Indiana
$460K -$12.7K -61 -3%
ET
398
Equitable Trust
Tennessee
$452K +$2.5K +12 +0.6%
QI
399
Qtron Investments
Massachusetts
$448K
PJB
400
Paul John Balson
California
$443K

OKTA Hedge Fund Activity: Q3 2020 in Review

611 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2020, worth a combined $21.2B — up 10% from $19.3B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new OKTA positions and 78 closed out — a net gain of 9 holders — while 236 added to existing stakes and 197 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $225M. The largest seller was Fidelity International, cutting an estimated $114M.

  • 611 institutional investors held Okta (OKTA) as of Q3 2020, up from 605 in Q2 2020.
  • Funds reported $21.2B of Okta stock for Q3 2020, up 10% quarter-over-quarter.
  • 87 funds opened new Okta positions in Q3 2020 and 78 closed out, a net change of +9 holders.
  • The largest Okta buyer in Q3 2020 was Morgan Stanley, an estimated $225M added.
  • The largest Okta seller in Q3 2020 was Fidelity International, an estimated $114M sold.

Based on aggregated 13F filings for Q3 2020.