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Okta
OKTA

620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21% → 86.32% (+5.1%)

4% more funds holding

Funds holding: 599 → 620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Cerity Partners
Cerity Partners
New York
+$238M
2
Sands Capital Management
Sands Capital Management
Virginia
+$190M
3
WRCM
Whale Rock Capital Management
Massachusetts
+$156M
4
Morgan Stanley
Morgan Stanley
New York
+$153M
5
Marshall Wace
Marshall Wace
United Kingdom
+$126M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$246M
2
SCA
Southpoint Capital Advisors
New York
-$68.5M
3
Federated Hermes
Federated Hermes
Pennsylvania
-$60M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
5
DMC
Deer Management Company
New York
-$57.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
501
Brown Brothers Harriman & Co
New York
$33.3K – – –
GCS
502
Gordian Capital (Singapore)
Singapore
$32.8K – – –
RCM
503
Raleigh Capital Management
North Carolina
$30.9K -$305 -4 -1%
MCM
504
Manchester Capital Management
Vermont
$30.8K -$6.56K -86 -20%
GI
505
GAMMA Investing
California
$29.3K +$27.1K +355 New
LA
506
LM Advisors
California
$27.2K +$22.9K +300 New
LS
507
Livforsakringsbolaget Skandia
Sweden
$27.2K – – –
GRP
508
Global Retirement Partners
California
$25.6K -$2.82K -37 -11%
GWS
509
Glassman Wealth Services
Virginia
$25.3K -$8.31K -109 -28%
CAL
510
Capital Advisors Ltd
Ohio
$24K -$1.45K -19 -7%
VWM
511
Venturi Wealth Management
Texas
$23.5K +$7.25K +95 +58%
CC
512
Centiva Capital
New York
$21.5K -$264K -3,466 -94%
QL
513
Quarry LP
New York
$21.3K -$40.2K -527 -69%
HI
514
Harbour Investments
Wisconsin
$20.7K +$1.6K +21 +10%
TVAMP
515
Tennessee Valley Asset Management Partners
Tennessee
$19K +$16K +210 New
BSB
516
Bangor Savings Bank
Maine
$18.4K -$951K -12,466 -98%
AF
517
Allworth Financial
California
$18.2K +$8.01K +105 +109%
TC
518
Truvestments Capital
Florida
$18.1K – – –
Bank Julius Baer & Co
519
Bank Julius Baer & Co
Switzerland
$18.1K -$153 -2 -1%
EWA
520
EverSource Wealth Advisors
Alabama
$18K -$687 -9 -4%
HIIFS
521
Harel Insurance Investments & Financial Services
Israel
$18K -$9.92K -130 -40%
BTI
522
Blue Trust Inc
Georgia
$18K +$9.61K +126 +137%
WWM
523
Wolff Wiese Magana
California
$16.7K – – –
HCP
524
Hexagon Capital Partners
Arkansas
$15.4K +$13K +170 New
BMC
525
Bear Mountain Capital
Washington
$15.4K +$14.2K +186 New
19 20
21
22 23

OKTA Hedge Fund Activity: Q4 2023 in Review

620 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2023, worth a combined $12B — up 16% from $10.3B a quarter earlier.

Buyers outnumbered sellers: 115 funds opened new OKTA positions and 90 closed out — a net gain of 25 holders — while 184 added to existing stakes and 236 trimmed.

The largest buyer was Cerity Partners, adding an estimated $238M. The largest seller was Wellington Management Group, cutting an estimated $246M.

  • 620 institutional investors held Okta (OKTA) as of Q4 2023, up from 599 in Q3 2023.
  • Funds reported $12B of Okta stock for Q4 2023, up 16% quarter-over-quarter.
  • 115 funds opened new Okta positions in Q4 2023 and 90 closed out, a net change of +25 holders.
  • The largest Okta buyer in Q4 2023 was Cerity Partners, an estimated $238M added.
  • The largest Okta seller in Q4 2023 was Wellington Management Group, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2023.