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152 hedge funds and large institutions have $1.02B invested in Okta in 2017 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 55 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 8

373% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $1.88M

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

165% more capital invested

Capital invested by funds: $387M → $1.02B (+$637M)

52% more funds holding

Funds holding: 100152 (+52)

27.65% more ownership

Funds ownership: 71.05%98.7% (+28%)

Holders
152
Holders Change
+52
Holders Change %
+52%
% of All Funds
3.45%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.2%
New
75
Increased
55
Reduced
8
Closed
23
Calls
$8.89M
Puts
$1.88M
Net Calls
+$7.01M
Net Calls Change
+$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
HC
26
Hillman Company
Pennsylvania
$9.04M +$9.87M +353,089 New
PCM
27
Peregrine Capital Management
Minnesota
$8.08M +$55.4K +1,980 +0.6%
TOPU
28
Trustees of Princeton University
New Jersey
$8.07M +$8.81M +315,000 New
Lord, Abbett & Co
29
Lord, Abbett & Co
New Jersey
$7.99M +$2.41M +86,111 +38%
AAP
30
Ardsley Advisory Partners
Connecticut
$7.46M +$8.15M +291,500 New
Ameriprise
31
Ameriprise
Minnesota
$7.39M -$1.03M -36,991 -11%
Geode Capital Management
32
Geode Capital Management
Massachusetts
$6.95M +$2.97M +106,225 +64%
MWNA
33
Marshall Wace North America
New York
$6.06M +$4.45M +159,217 +206%
Two Sigma Investments
34
Two Sigma Investments
New York
$5.9M +$6.44M +230,321 New
Northern Trust
35
Northern Trust
Illinois
$5.86M +$2.19M +78,326 +52%
KCM
36
Kornitzer Capital Management
Kansas
$5.8M +$6.33M +226,370 New
Massachusetts Financial Services
37
Massachusetts Financial Services
Massachusetts
$4.88M +$70.4K +2,519 +1%
Deutsche Bank
38
Deutsche Bank
Germany
$4.81M +$3.23M +115,670 +160%
GES
39
GO ETF Solutions
United Kingdom
$4.64M +$5.07M +181,211 New
HP
40
Harbourvest Partners
Massachusetts
$4.56M +$4.98M +178,137 New
WMSA
41
Weiss Multi-Strategy Advisers
New York
$4.48M +$4.89M +175,000 New
EVM
42
Eaton Vance Management
Massachusetts
$4.36M +$1.54M +55,044 +48%
ACM
43
Altimeter Capital Management
Massachusetts
$3.84M +$2.1M +75,000 +100%
Adage Capital Partners
44
Adage Capital Partners
Massachusetts
$3.84M +$4.19M +150,000 New
EIM
45
Essex Investment Management
Massachusetts
$3.65M -$40.4K -1,445 -1%
Brown Advisory
46
Brown Advisory
Maryland
$3.4M +$3.71M +132,641 New
PCMC
47
Paragon Capital Management (Colorado)
Colorado
$3.33M +$3.64M +130,119 New
HI
48
HBK Investments
Texas
$3.2M +$140K +5,000 +4%
Bank of New York Mellon
49
Bank of New York Mellon
New York
$2.97M +$903K +32,292 +39%
D.E. Shaw & Co
50
D.E. Shaw & Co
New York
$2.78M +$3.03M +108,493 New

OKTA Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2017, worth a combined $1.02B — up 165% from $387M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new OKTA positions and 23 closed out — a net gain of 52 holders — while 55 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $2.67M sold.

  • 152 institutional investors held Okta (OKTA) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $1.02B of Okta stock for Q4 2017, up 165% quarter-over-quarter.
  • 75 funds opened new Okta positions in Q4 2017 and 23 closed out, a net change of +52 holders.
  • The largest Okta buyer in Q4 2017 was Fidelity Investments, an estimated $81.8M added.
  • The largest Okta seller in Q4 2017 was Whale Rock Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.