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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
AA
501
Ancora Advisors
Ohio
$166K
NNP
502
Nachman Norwood & Parrott
South Carolina
$159K +$155K +742 New
GT
503
Glenmede Trust
Pennsylvania
$157K -$32.3K -155 -17%
QCG
504
Quadrant Capital Group
Ohio
$156K -$16.3K -78 -10%
EI
505
Ellevest Inc
New York
$146K +$61.9K +297 +77%
SWA
506
Sutton Wealth Advisors
Florida
$142K
SSB
507
Sandy Spring Bank
Maryland
$139K
CAPTRUST Financial Advisors
508
CAPTRUST Financial Advisors
North Carolina
$128K -$55.5K -266 -31%
BWP
509
Baldwin Wealth Partners
Massachusetts
$128K +$20.8K +100 +20%
PCM
510
Penserra Capital Management
California
$125K +$85.3K +409 +227%
VRM
511
Vectors Research Management
New York
$122K +$115K +550 +2,750%
CAW
512
Cornerstone Advisors (Washington)
Washington
$120K +$1.88K +9 +2%
AAP
513
Arax Advisory Partners
Colorado
$117K +$4.79K +23 +4%
FC
514
FORA Capital
Florida
$115K -$2.15M -10,322 -95%
WEC
515
Winslow Evans & Crocker
Massachusetts
$111K +$8.34K +40 +8%
FPA
516
First Pacific Advisors
California
$107K +$104K +500 New
SBSB
517
Sullivan, Bruyette, Speros & Blaney
Virginia
$100K -$27.5K -132 -22%
HFRG
518
Houlihan Financial Resource Group
Virginia
$89K +$84.4K +405 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$82K -$435K -2,088 -84%
LC
520
Lindbrook Capital
California
$81K +$625 +3 +0.8%
SIAS
521
Shine Investment Advisory Services
Colorado
$80K -$34.2K -164 -31%
BBHC
522
Brown Brothers Harriman & Co
New York
$79K
CIA
523
CSat Investment Advisory
Michigan
$74K +$6.46K +31 +10%
FFA
524
Founders Financial Alliance
North Carolina
$71K +$68.6K +329 New
GEA
525
Glen Eagle Advisors
New Jersey
$70.6K -$2.08K -10 -3%

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.