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462 hedge funds and large institutions have $8.49B invested in Okta in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 145

4% more funds holding

Funds holding: 445462 (+17)

1.97% more ownership

Funds ownership: 78.91%80.88% (+2%)

10% more call options, than puts

Call options by funds: $325M | Put options by funds: $296M

16% less capital invested

Capital invested by funds: $10.1B → $8.49B (-$1.64B)

65% less funds holding in top 10

Funds holding in top 10: 176 (-11)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-64.71%
% of All Funds
0.13%
New
82
Increased
167
Reduced
145
Closed
64
Calls
$325M
Puts
$296M
Net Calls
+$28.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
WEC
401
Winslow Evans & Crocker
Massachusetts
$52K +$2.5K +20 +4%
FANJ
402
Financial Architects (New Jersey)
New Jersey
$44K -$50.7K -406 -47%
Nisa Investment Advisors
403
Nisa Investment Advisors
Missouri
$44K
MPWT
404
MassMutual Private Wealth & Trust
Connecticut
$43K
CAPTRUST Financial Advisors
405
CAPTRUST Financial Advisors
North Carolina
$38K
SIAS
406
Shine Investment Advisory Services
Colorado
$38K
BCA
407
Berman Capital Advisors
Georgia
$32K -$111K -887 -73%
CIA
408
CSat Investment Advisory
Michigan
$32K +$5.75K +46 +17%
VFA
409
Valeo Financial Advisors
Indiana
$31K +$9.37K +75 +32%
LC
410
Lindbrook Capital
California
$30K +$8.74K +70 +30%
AIM
411
AIA Investment Management
Singapore
$29K +$36.2K +290 New
TL
412
TrueWealth LLC
Georgia
$27K
CCA
413
Catalyst Capital Advisors
New York
$25K +$6.87K +55 +28%
EWM
414
Edge Wealth Management
New York
$24K
FWM
415
Focused Wealth Management
New York
$24K
QCG
416
Quadrant Capital Group
Ohio
$23K +$1.75K +14 +6%
WAP
417
Wealthcare Advisory Partners
Pennsylvania
$21K +$26.2K +210 New
CAGAS
418
Capital Advisory Group Advisory Services
Minnesota
$19K
PCG
419
Private Capital Group
Connecticut
$19K +$23.6K +189 New
CTC
420
Central Trust Company
Missouri
$17K
GWMIA
421
Global Wealth Management Investment Advisory
Florida
$15K
GI
422
Gradient Investments
Minnesota
$15K
FDCDDQ
423
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.6K -$61.2K -490 -77%
PCIA
424
Prime Capital Investment Advisors
Kansas
$14K +$17.5K +140 New
MAM
425
Meeder Asset Management
Ohio
$12K +$2.5K +20 +19%

OKTA Hedge Fund Activity: Q3 2019 in Review

462 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2019, worth a combined $8.49B — down 16% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new OKTA positions and 64 closed out — a net gain of 18 holders — while 167 added to existing stakes and 145 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $200M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $90.2M sold.

  • 462 institutional investors held Okta (OKTA) as of Q3 2019, up from 445 in Q2 2019.
  • Funds reported $8.49B of Okta stock for Q3 2019, down 16% quarter-over-quarter.
  • 82 funds opened new Okta positions in Q3 2019 and 64 closed out, a net change of +18 holders.
  • The largest Okta buyer in Q3 2019 was T. Rowe Price Associates, an estimated $200M added.
  • The largest Okta seller in Q3 2019 was Lord, Abbett & Co, an estimated $90.2M sold.

Based on aggregated 13F filings for Q3 2019.