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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
SIAS
401
Shine Investment Advisory Services
Colorado
$44K
CIA
402
CSat Investment Advisory
Michigan
$43K +$5.3K +46 +14%
QCG
403
Quadrant Capital Group
Ohio
$33K +$5.3K +46 +18%
TL
404
TrueWealth LLC
Georgia
$31K
TWA
405
TCI Wealth Advisors
Arizona
$30K +$29.7K +258 +5,160%
EWM
406
Edge Wealth Management
New York
$29K
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$28K -$22.1K -192 -44%
FWM
408
Focused Wealth Management
New York
$28K
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$27K +$2.88K +25 +12%
MAM
410
Meeder Asset Management
Ohio
$24K +$9.56K +83 +67%
OPS
411
Orion Portfolio Solutions
Nebraska
$24K +$23.7K +206 New
LC
412
Lindbrook Capital
California
$23K -$11.5K -100 -33%
AIM
413
AIA Investment Management
Singapore
$23K -$10.2K -89 -31%
CB
414
Community Bank
New York
$23K +$23K +200 New
CTC
415
Central Trust Company
Missouri
$20K
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$17K
AWA
417
Arkadios Wealth Advisors
Georgia
$14.9K +$12.7K +110 New
NSIM
418
North Star Investment Management
Illinois
$14K
PCM
419
Penserra Capital Management
California
$13K +$12.1K +105 New
AW
420
Alpha Windward
Massachusetts
$13K +$13.2K +115 New
GI
421
Gradient Investments
Minnesota
$12K -$5.76K -50 -33%
JCM
422
Jacobi Capital Management
Pennsylvania
$12K
VRM
423
Vectors Research Management
New York
$12K
AWM
424
Avior Wealth Management
Nebraska
$12K +$3.45K +30 +38%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$11K +$11.5K +100 New

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.