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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
CANY
451
Caxton Associates (New York)
New York
$259K -$407K -1,953 -62%
Fisher Asset Management
452
Fisher Asset Management
Washington
$259K -$46.7K -224 -16%
SI
453
Stephens Inc
Arkansas
$258K -$283K -1,357 -53%
BCM
454
Brookstone Capital Management
Illinois
$258K +$251K +1,205 New
EI
455
Ethic Inc
New York
$258K +$252K +1,207 New
LS
456
Livforsakringsbolaget Skandia
Sweden
$257K
MAM
457
Meeder Asset Management
Ohio
$251K +$162K +775 +195%
CI
458
Cigna Investments
Connecticut
$248K
VWM
459
Vigilare Wealth Management
Arizona
$248K +$242K +1,160 New
KCM
460
Kennedy Capital Management
Missouri
$247K
DC
461
Davenport & Co
Virginia
$246K +$240K +1,150 New
SF
462
Symphony Financial
Texas
$245K +$238K +1,144 New
GCP
463
GSA Capital Partners
United Kingdom
$244K +$238K +1,142 New
QT
464
Quantamental Technologies
New York
$242K -$322K -1,544 -58%
BAM
465
Belpointe Asset Management
Nevada
$240K -$145K -696 -38%
AR
466
Advisory Research
Illinois
$236K -$133K -637 -37%
CCB
467
Cutter & Co Brokerage
Missouri
$235K
FFN
468
Focus Financial Network
Minnesota
$234K -$211K -1,012 -48%
PA
469
Pinnacle Associates
New York
$230K
VFA
470
Values First Advisors
Tennessee
$228K +$222K +1,067 New
OAMG
471
Odey Asset Management Group
United Kingdom
$227K -$174K -837 -44%
SPIA
472
Steward Partners Investment Advisory
New York
$227K +$137K +655 +161%
HBT
473
Hills Bank & Trust
Iowa
$225K
NFG
474
Nadler Financial Group
Illinois
$225K
VC
475
Vicus Capital
Pennsylvania
$225K

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.