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152 hedge funds and large institutions have $1.02B invested in Okta in 2017 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 55 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 8

373% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $1.88M

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

165% more capital invested

Capital invested by funds: $387M → $1.02B (+$637M)

52% more funds holding

Funds holding: 100152 (+52)

27.65% more ownership

Funds ownership: 71.05%98.7% (+28%)

Holders
152
Holders Change
+52
Holders Change %
+52%
% of All Funds
3.45%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.2%
New
75
Increased
55
Reduced
8
Closed
23
Calls
$8.89M
Puts
$1.88M
Net Calls
+$7.01M
Net Calls Change
+$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
ASP
51
Adams Street Partners
Illinois
$2.78M +$3.03M +108,495 New
Renaissance Technologies
52
Renaissance Technologies
New York
$2.75M -$551K -19,700 -15%
O
53
OppenheimerFunds
New York
$2.74M +$54.6K +1,954 +2%
CC
54
Crosslink Capital
California
$2.55M +$2.78M +99,430 New
Aberdeen Group
55
Aberdeen Group
United Kingdom
$2.5M +$2.73M +97,549 New
AO
56
Allen Operations
New York
$2.5M +$695K +24,859 +34%
SIM
57
Spark Investment Management
New York
$2.39M -$1.3M -46,400 -33%
Citigroup
58
Citigroup
New York
$2.05M +$2.24M +80,166 New
RSS
59
Rosenblum Silverman Sutton
California
$2.05M +$2.24M +80,080 New
PCR
60
Potrero Capital Research
California
$2.02M +$728K +26,048 +49%
Susquehanna International Group
61
Susquehanna International Group
Pennsylvania
$2.02M +$2.2M +78,736 New
SM
62
SCGE Management
California
$1.92M
AP
63
AlpInvest Partners
Netherlands
$1.84M +$2.02M +72,059 New
State of New Jersey Common Pension Fund D
64
State of New Jersey Common Pension Fund D
New Jersey
$1.82M +$1.99M +71,250 New
Wells Fargo
65
Wells Fargo
California
$1.66M +$1.42M +50,859 +363%
Two Sigma Advisers
66
Two Sigma Advisers
New York
$1.65M +$1.8M +64,260 New
SEI Investments
67
SEI Investments
Pennsylvania
$1.62M +$1.77M +63,300 New
Tiger Global Management
68
Tiger Global Management
New York
$1.54M
ROTUOC
69
Regents of the University of California
California
$1.54M +$1.68M +60,000 New
Kayne Anderson Rudnick Investment Management
70
Kayne Anderson Rudnick Investment Management
California
$1.5M +$447 +16 +0%
QI
71
QS Investors
New York
$1.39M
Victory Capital Management
72
Victory Capital Management
Texas
$1.35M
William Blair & Company
73
William Blair & Company
Illinois
$1.27M +$1.39M +49,705 New
CS
74
Credit Suisse
Switzerland
$1.26M +$964K +34,455 +235%
TCIM
75
TIAA CREF Investment Management
New York
$1.07M +$306K +10,941 +36%

OKTA Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2017, worth a combined $1.02B — up 165% from $387M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new OKTA positions and 23 closed out — a net gain of 52 holders — while 55 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $2.67M sold.

  • 152 institutional investors held Okta (OKTA) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $1.02B of Okta stock for Q4 2017, up 165% quarter-over-quarter.
  • 75 funds opened new Okta positions in Q4 2017 and 23 closed out, a net change of +52 holders.
  • The largest Okta buyer in Q4 2017 was Fidelity Investments, an estimated $81.8M added.
  • The largest Okta seller in Q4 2017 was Whale Rock Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.