Okta
OKTA
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.
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: 462 → 463 (+1)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (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
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$823M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$369M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$88.1M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$83.2M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$43.8M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$116M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
-$89.9M |
| 3 |
Alkeon Capital Management
New York
|
-$76.6M |
| 4 |
Two Sigma Investments
New York
|
-$58.1M |
| 5 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$55.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BSG
526
Black Swift Group
Boulder,
Colorado
| – | -$98K | -1,000 | Closed |
|
|
LF
527
Lee Financial
Dallas,
Texas
| – | -$59K | -600 | Closed |
|
|
PHK
528
Point72 Hong Kong
Hong Kong
| – | -$53K | -542 | Closed |
|
529
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$38K | -385 | Closed |
|
|
CCA
530
Catalyst Capital Advisors
Huntington,
New York
| – | -$25K | -251 | Closed |
|
|
CAGAS
531
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| – | -$19K | -200 | Closed |
|
|
WCM
532
Whitener Capital Management
Rocky Mount,
North Carolina
| – | -$9K | -100 | Closed |
|
|
PO
533
Private Ocean
San Rafael,
California
| – | -$6K | -56 | Closed |
|
|
AS
534
Altshuler Shaham
Tel Aviv,
Israel
| – | -$5K | -52 | Closed |
|
|
EW
535
Evoke Wealth
Los Angeles,
California
| – | -$3.45K | -35 | Closed |
|
|
PFBT
536
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -13 | Closed |
|
|
PA
537
Procyon Advisors
Shelton,
Connecticut
| – | +$230 | +2 | New |
|
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.