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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
WAM
401
World Asset Management
Michigan
$442K -$834 -4 -0.2%
AC
402
Allstate Corporation
Illinois
$439K -$373K -1,789 -47%
OWM
403
Opes Wealth Management
California
$438K
S
404
SignatureFD
Georgia
$437K -$69.4K -333 -14%
MLL
405
Moody Lynn & Lieberson
Massachusetts
$434K -$13.6K -65 -3%
Bank of Nova Scotia
406
Bank of Nova Scotia
Ontario, Canada
$432K -$141K -675 -25%
CL
407
CPWM LLC
Washington
$430K -$3.13K -15 -0.7%
PAS
408
Partnervest Advisory Services
California
$424K -$32.1K -154 -7%
Nisa Investment Advisors
409
Nisa Investment Advisors
Missouri
$417K
ALAM
410
Asahi Life Asset Management
Japan
$413K -$8.34K -40 -2%
PSUF
411
People's United Financial
Connecticut
$412K -$38.1K -183 -9%
PWM
412
Perigon Wealth Management
California
$406K +$17.1K +82 +5%
MWM
413
Meridian Wealth Management
Kentucky
$405K +$127K +609 +47%
TPA
414
Trivium Point Advisory
Connecticut
$404K +$45.4K +218 +13%
HFM
415
Harvest Fund Management
China
$403K +$1.88K +9 +0.5%
PP
416
Prudential plc
United Kingdom
$392K -$2.5K -12 -0.7%
IMRF
417
Illinois Municipal Retirement Fund
Illinois
$387K +$378K +1,811 New
WCM
418
Washburn Capital Management
Florida
$385K +$18.8K +90 +5%
CS
419
Comerica Securities
Michigan
$375K -$101K -483 -22%
KWM
420
Kingsview Wealth Management
Oregon
$366K -$282K -1,353 -44%
PWA
421
Providence Wealth Advisors
Illinois
$364K
HR
422
Hayden Royal
North Carolina
$362K +$353K +1,695 New
HMS
423
Hanseatic Management Services
New Mexico
$361K -$1.12M -5,355 -76%
RJT
424
Raymond James Trust
Florida
$360K
SCA
425
Spearhead Capital Advisors
Florida
$353K +$18.6K +89 +6%

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.