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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: 462463 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (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
Name Holding Trade Value Shares
Change
Change in
Stake
EMG
501
Ellington Management Group
Connecticut
-$1.03M -10,500 Closed
BCM
502
Bayesian Capital Management
New York
-$1.01M -10,236 Closed
Lazard Asset Management
503
Lazard Asset Management
New York
-$822K -8,350 Closed
Verition Fund Management
504
Verition Fund Management
Connecticut
-$757K -7,693 Closed
ECM
505
Element Capital Management
New York
-$750K -7,619 Closed
CC
506
Centiva Capital
New York
-$521K -5,295 Closed
TSS
507
Two Sigma Securities
New York
-$592K -5,139 Closed
TK
508
TIAA Kaspick
Massachusetts
-$492K -5,000 Closed
LCG
509
Lisanti Capital Growth
New York
-$440K -4,470 Closed
BCM
510
BlueCrest Capital Management
Jersey
-$378K -3,843 Closed
SL
511
Signition LP
New York
-$325K -3,296 Closed
WAM
512
Wolverine Asset Management
Illinois
-$370K -3,215 Closed
LBD
513
Landsberg Bennett & Dubbaneh
Florida
-$297K -3,064 Closed
SWA
514
Stratos Wealth Advisors
Ohio
-$293K -2,978 Closed
EOJOAM
515
E. Ohman J:or Asset Management
Sweden
-$266K -2,700 Closed
MC
516
Machina Capital
France
-$265K -2,691 Closed
XWM
517
Xcel Wealth Management
Florida
-$259K -2,640 Closed
SAM
518
Symphony Asset Management
California
-$256K -2,600 Closed
AIM
519
Allen Investment Management
New York
-$252K -2,561 Closed
BAM
520
Blueshift Asset Management
New Jersey
-$247K -2,513 Closed
MGIA
521
Matthew Goff Investment Advisor
Texas
-$246K -2,500 Closed
FIA
522
FNY Investment Advisers
New York
-$157K -1,600 Closed
GAM
523
GQ Asset Management
New York
-$138K -1,397 Closed
TIS
524
Tortoise Index Solutions
Kansas
-$120K -1,222 Closed
HIIFS
525
Harel Insurance Investments & Financial Services
Israel
-$112K -1,080 Closed

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.