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Okta
OKTA

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: 462 → 463 (+1)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (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

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$823M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$369M
3
Fidelity International
Fidelity International
Bermuda
+$88.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$83.2M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$43.8M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$116M
2
Point72 Asset Management
Point72 Asset Management
Connecticut
-$89.9M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$76.6M
4
Two Sigma Investments
Two Sigma Investments
New York
-$58.1M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$55.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
EFSCE
451
Enterprise Financial Services Corp (EFSC)
Missouri
$2K +$1.61K +14 New
WCM
452
Wealthcare Capital Management
Virginia
$2K +$1.61K +14 New
VCP
453
Verus Capital Partners
Arizona
$2K +$1.73K +15 New
FMP
454
Financial Management Professionals
Texas
$2K +$1.84K +16 New
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$2K +$2.07K +18 New
TFA
456
Tobias Financial Advisors
Florida
$2K +$2.88K +25 New
BCH
457
Berkshire Capital Holdings
California
$1K – – –
CAM
458
ClariVest Asset Management
California
$1K – – –
TFO
459
Tarbox Family Office
California
$1K – – –
TCOV
460
Trust Company of Vermont
Vermont
$1K – – –
ADL
461
Asset Dedication LLC
California
$1K +$1.38K +12 New
TSW
462
Thompson Siegel & Walmsley
Virginia
$1K +$1.5K +13 New
TPCW
463
TD Private Client Wealth
New York
$923 +$921 +8 New
Point72 Asset Management
464
Point72 Asset Management
Connecticut
– -$89.9M -912,866 Closed
1832 Asset Management
465
1832 Asset Management
Ontario, Canada
– -$55.9M -589,300 Closed
Holocene Advisors
466
Holocene Advisors
New York
– -$55.8M -566,782 Closed
Renaissance Technologies
467
Renaissance Technologies
New York
– -$53.4M -542,800 Closed
Bank of Nova Scotia
468
Bank of Nova Scotia
Ontario, Canada
– -$39.2M -397,857 Closed
GAMA
469
Graticule Asia Macro Advisors
New York
– -$27.4M -278,300 Closed
DFO
470
Duquesne Family Office
New York
– -$23.6M -239,300 Closed
CLCM
471
Center Lake Capital Management
Florida
– -$19.7M -200,000 Closed
Voloridge Investment Management
472
Voloridge Investment Management
Florida
– -$17M -172,825 Closed
LA
473
Linden Advisors
New York
– -$15.4M -156,000 Closed
N
474
Natixis
France
– -$10.4M -105,896 Closed
SEC
475
Seven Eight Capital
New York
– -$10.3M -105,039 Closed
17 18
19
20 21

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.