We are live on ! Find out more

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
IC
476
IEQ Capital
California
$225K +$219K +1,050 New
CAG
477
Crestwood Advisors Group
Massachusetts
$224K
W
478
WealthStone
Ohio
$221K -$345K -1,654 -62%
BIAS
479
Beacon Investment Advisory Services
New Jersey
$220K +$215K +1,029 New
OIA
480
Optimum Investment Advisors
Illinois
$219K
CAGAS
481
Capital Advisory Group Advisory Services
Minnesota
$218K +$146K +702 +221%
VPIM
482
Vanguard Personalized Indexing Management
California
$215K +$210K +1,006 New
RHBC
483
R.H. Bluestein & Co
Michigan
$214K -$261K -1,250 -56%
GHAM
484
Gilman Hill Asset Management
Connecticut
$214K -$52.1K -250 -20%
AFG
485
Albion Financial Group
Utah
$214K
LIA
486
LBMC Investment Advisors
Tennessee
$214K
MMPW
487
Mitchell McLeod Pugh & Williams
Alabama
$214K
LCS
488
Levin Capital Strategies
New York
$214K +$208K +1,000 New
LSA
489
L & S Advisors
California
$214K +$208K +1,000 New
LWM
490
Lyell Wealth Management
California
$208K -$8.34K -40 -4%
LOAME
491
Lombard Odier Asset Management (Europe)
United Kingdom
$204K +$199K +956 New
AAP
492
Aristotle Atlantic Partners
Florida
$202K +$197K +943 New
NFC
493
Northeast Financial Consultants
Connecticut
$202K +$198K +950 New
CPIG
494
Chicago Partners Investment Group
Illinois
$201K -$4.79K -23 -2%
RE
495
RBC Europe
United Kingdom
$200K +$2.92K +14 +2%
FDCDDQ
496
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K +$44.2K +212 +31%
FMLI
497
Fukoku Mutual Life Insurance
Japan
$192K -$896K -4,300 -83%
GC
498
Grace Capital
Massachusetts
$191K +$18.8K +90 +11%
IA
499
IndexIQ Advisors
New York
$183K +$109K +522 +156%
SFS
500
Sowell Financial Services
Arkansas
$173K -$74.2K -356 -31%

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.