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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
SLT
426
St Louis Trust
Missouri
$350K
CRC
427
Curi RMB Capital
Illinois
$348K +$339K +1,627 New
SG
428
Strid Group
Pennsylvania
$347K
PCG
429
Private Capital Group
Connecticut
$339K -$11.5K -55 -3%
SHGA
430
Sand Hill Global Advisors
California
$338K +$1.04K +5 +0.3%
SBIA
431
Sheaff Brock Investment Advisors
Indiana
$334K -$41.7K -200 -11%
CA
432
Cetera Advisors
Colorado
$331K +$323K +1,550 New
TFA
433
Toth Financial Advisory
Virginia
$330K
AII
434
AGF Investments Inc
Ontario, Canada
$328K -$7.71K -37 -2%
CM
435
Castleark Management
Illinois
$321K
LNWWM
436
Laird Norton Wetherby Wealth Management
California
$320K +$37.1K +178 +14%
FFS
437
Founders Financial Securities
Maryland
$318K -$363K -1,743 -54%
JWCA
438
J.W. Cole Advisors
Florida
$316K +$309K +1,480 New
SWA
439
Stratos Wealth Advisors
Ohio
$308K +$300K +1,439 New
CI Investments Inc
440
CI Investments Inc
Ontario, Canada
$299K -$3.96K -19 -1%
HWA
441
HHM Wealth Advisors
Tennessee
$299K
Pacer Advisors
442
Pacer Advisors
Pennsylvania
$295K +$288K +1,380 New
BCA
443
Berman Capital Advisors
Georgia
$292K -$85.5K -410 -23%
CCP
444
Corient Capital Partners
California
$288K -$6.88K -33 -2%
Los Angeles Capital Management
445
Los Angeles Capital Management
California
$287K +$279K +1,340 New
GLA
446
Great Lakes Advisors
Illinois
$284K -$14.8M -70,883 -98%
JCM
447
Jag Capital Management
Missouri
$278K +$271K +1,300 New
PF
448
Phoenix Financial
Israel
$276K +$6.88K +33 +2%
IA
449
IFP Advisors
Florida
$273K +$6.46K +31 +2%
PM
450
Parametrica Management
Hong Kong
$264K -$124K -594 -33%

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.