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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
BFC
426
Bedel Financial Consulting
Indiana
$10K
BL
427
Balentine LLC
Georgia
$10K +$7.71K +67 +279%
BWM
428
BerganKDV Wealth Management
Minnesota
$10K +$10.5K +91 New
Credit Agricole
429
Credit Agricole
France
$9K
HIA
430
Harbor Investment Advisory
Maryland
$9K +$9.21K +80 New
PFPT
431
Pinnacle Financial Partners (Tennessee)
Tennessee
$8K +$8.06K +70 New
EARNEST Partners
432
EARNEST Partners
Georgia
$7K
CAW
433
Cornerstone Advisors (Washington)
Washington
$7K +$4.14K +36 +133%
HR
434
Howe & Rusling
New York
$6K
ETC
435
Exchange Traded Concepts
Oklahoma
$6K +$5.64K +49 New
PCIA
436
Prime Capital Investment Advisors
Kansas
$5K -$11.5K -100 -71%
Fifth Third Bancorp
437
Fifth Third Bancorp
Ohio
$5K
LWANC
438
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
LWCFA
439
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K
JAM
440
JCIC Asset Management
Ontario, Canada
$5K +$2.65K +23 +135%
TA
441
TFG Advisers
Michigan
$5K +$5.76K +50 New
WT
442
Whittier Trust
California
$4K -$3.91K -34 -50%
ZB
443
Zions Bancorporation
Utah
$4K +$1.96K +17 +89%
EWM
444
EPG Wealth Management
Georgia
$4K +$3.57K +31 New
SFSIG
445
San Francisco Sentry Investment Group
California
$3K
TCM
446
Tradewinds Capital Management
Washington
$3K
PMFA
447
Plante Moran Financial Advisors
Michigan
$2K -$115K -995 -98%
HI
448
Hudock Inc
Pennsylvania
$2K
IF
449
Ironwood Financial
Arizona
$2K
EI
450
Ellevest Inc
New York
$2K +$1.27K +11 +367%

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.