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Okta
OKTA

754 hedge funds and large institutions have $26.7B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 299 increasing their positions, 206 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 299 | Existing positions reduced: 206

38% more first-time investments, than exits

New positions opened: 130 | Existing positions closed: 94

22% more funds holding in top 10

Funds holding in top 10: 23 → 28 (+5)

3% more funds holding

Funds holding: 731 → 754 (+23)

2.48% more ownership

Funds ownership: 78.32% → 80.81% (+2.5%)

3% more call options, than puts

Call options by funds: $1.84B | Put options by funds: $1.78B

2% less capital invested

Capital invested by funds: $27.4B → $26.7B (-$678M)

Holders
754
Holders Change
+23
Holders Change %
+3.15%
% of All Funds
11.6%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
130
Increased
299
Reduced
206
Closed
94
Calls
$1.84B
Puts
$1.78B
Net Calls
+$60M
Net Calls Change
-$710M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$350M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$254M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$216M
4
AM
Atreides Management
Massachusetts
+$186M
5
PCH
Polar Capital Holdings
United Kingdom
+$161M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$355M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$337M
3
Jennison Associates
Jennison Associates
New York
-$310M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$167M
5
Citadel Advisors
Citadel Advisors
Florida
-$95.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
526
Forum Financial Management
Illinois
$296K +$314K +1,320 New
HBT
527
Hills Bank & Trust
Iowa
$295K +$62.7K +263 +25%
FTDI
528
First Trust Direct Indexing
Massachusetts
$291K +$15.7K +66 +5%
TSS
529
Two Sigma Securities
New York
$291K +$309K +1,298 New
Allspring Global Investments
530
Allspring Global Investments
North Carolina
$290K +$308K +1,295 New
CAAS
531
Capital Asset Advisory Services
Michigan
$289K -$8.58K -36 -3%
BC
532
Brookfield Corp
Ontario, Canada
$281K -$6.85M -28,745 -96%
WWP
533
Waypoint Wealth Partners
California
$278K +$1.91K +8 +0.6%
TCM
534
Teza Capital Management
Illinois
$276K +$294K +1,233 New
NB
535
Norinchukin Bank
Japan
$275K -$169K -709 -37%
GC
536
Grace Capital
Massachusetts
$275K +$4.53K +19 +2%
MWM
537
Meridian Wealth Management
Kentucky
$271K -$72.7K -305 -20%
PA
538
Pinnacle Associates
New York
$269K -$476 -2 -0.2%
BP
539
BBR Partners
New York
$268K -$476 -2 -0.2%
SGA
540
Sustainable Growth Advisers
Connecticut
$265K +$2.62K +11 +0.9%
RA
541
RFG Advisory
Alabama
$264K +$280K +1,177 New
PWSG
542
Pacific Wealth Strategies Group
California
$263K – – –
Verition Fund Management
543
Verition Fund Management
Connecticut
$262K +$47.2K +198 +20%
GW
544
GW & Wade
Massachusetts
$256K -$558K -2,343 -67%
GHAM
545
Gilman Hill Asset Management
Connecticut
$253K +$268K +1,127 New
FMLI
546
Fukoku Mutual Life Insurance
Japan
$251K +$14.3K +60 +6%
DU
547
Delphia (USA)
Ontario, Canada
$251K +$266K +1,118 New
MIM
548
Moseley Investment Management
Florida
$249K +$11K +46 +4%
LS
549
Livforsakringsbolaget Skandia
Sweden
$247K -$238K -1,000 -48%
CCB
550
Cutter & Co Brokerage
Missouri
$247K – – –
20 21
22
23 24

OKTA Hedge Fund Activity: Q4 2021 in Review

754 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2021, worth a combined $26.7B — down 2.5% from $27.4B a quarter earlier.

Buyers outnumbered sellers: 130 funds opened new OKTA positions and 94 closed out — a net gain of 36 holders — while 299 added to existing stakes and 206 trimmed.

The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $355M.

  • 754 institutional investors held Okta (OKTA) as of Q4 2021, up from 731 in Q3 2021.
  • Funds reported $26.7B of Okta stock for Q4 2021, down 2.5% quarter-over-quarter.
  • 130 funds opened new Okta positions in Q4 2021 and 94 closed out, a net change of +36 holders.
  • The largest Okta buyer in Q4 2021 was BlackRock, an estimated $350M added.
  • The largest Okta seller in Q4 2021 was Morgan Stanley, an estimated $355M sold.

Based on aggregated 13F filings for Q4 2021.