Okta
OKTA
720 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 289 increasing their positions, 155 reducing their positions, and 52 closing their positions.
221% more first-time investments, than exits
New positions opened: 167 | Existing positions closed: 52
86% more repeat investments, than reductions
Existing positions increased: 289 | Existing positions reduced: 155
38% more funds holding in top 10
Funds holding in top 10: 13 → 18 (+5)
21% more capital invested
Capital invested by funds: $21.2B → $25.6B (+$4.39B)
18% more funds holding
Funds holding: 611 → 720 (+109)
1.37% less ownership
Funds ownership: 82.92% → 81.55% (-1.4%)
23% less call options, than puts
Call options by funds: $971M | Put options by funds: $1.27B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$323M |
| 2 |
BlackRock
New York
|
+$156M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$145M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$110M |
| 5 |
Holocene Advisors
New York
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$846M |
| 2 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$326M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$288M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
-$210M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$108M |
OKTA Hedge Fund Activity: Q4 2020 in Review
720 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2020, worth a combined $25.6B — up 21% from $21.2B a quarter earlier.
Buyers outnumbered sellers: 167 funds opened new OKTA positions and 52 closed out — a net gain of 115 holders — while 289 added to existing stakes and 155 trimmed.
The largest buyer was Capital International Investors, adding an estimated $323M. The largest seller was Morgan Stanley, cutting an estimated $846M.
- 720 institutional investors held Okta (OKTA) as of Q4 2020, up from 611 in Q3 2020.
- Funds reported $25.6B of Okta stock for Q4 2020, up 21% quarter-over-quarter.
- 167 funds opened new Okta positions in Q4 2020 and 52 closed out, a net change of +115 holders.
- The largest Okta buyer in Q4 2020 was Capital International Investors, an estimated $323M added.
- The largest Okta seller in Q4 2020 was Morgan Stanley, an estimated $846M sold.
Based on aggregated 13F filings for Q4 2020.