We are live on ! Find out more

323 hedge funds and large institutions have $4.73B invested in Okta in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 91 increasing their positions, 98 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 915 (+6)

21% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 68

19% more call options, than puts

Call options by funds: $55.3M | Put options by funds: $46.6M

4.39% more ownership

Funds ownership: 70.82%75.2% (+4.4%)

4% more funds holding

Funds holding: 311323 (+12)

2% less capital invested

Capital invested by funds: $4.83B → $4.73B (-$105M)

7% less repeat investments, than reductions

Existing positions increased: 91 | Existing positions reduced: 98

Holders
323
Holders Change
+12
Holders Change %
+3.86%
% of All Funds
7.2%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.33%
New
82
Increased
91
Reduced
98
Closed
68
Calls
$55.3M
Puts
$46.6M
Net Calls
+$8.76M
Net Calls Change
-$1.64M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
51
Legal & General Group
United Kingdom
$13.1M -$2.24M -37,773 -16%
EMG
52
ETF Managers Group
New Jersey
$12.8M -$1.76M -29,675 -13%
ACM
53
Altimeter Capital Management
Massachusetts
$12.8M
ZDA
54
Zweig-DiMenna Associates
New York
$12.7M +$4.9M +82,740 +71%
PCMC
55
Paragon Capital Management (Colorado)
Colorado
$12.2M -$1.84M -31,000 -14%
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$11.8M -$487K -8,213 -4%
Ameriprise
57
Ameriprise
Minnesota
$11.8M +$7.12M +120,172 +187%
GIM
58
Granahan Investment Management
Massachusetts
$11.4M -$5.86M -98,796 -36%
DFO
59
Duquesne Family Office
New York
$11.1M +$10.3M +173,900 New
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$10.1M +$1.62M +27,395 +21%
TA
61
Teachers Advisors
New York
$9.83M +$3.18M +53,711 +54%
Invesco
62
Invesco
Georgia
$9.24M +$1.5M +25,366 +21%
California Public Employees Retirement System
63
California Public Employees Retirement System
California
$9.05M -$522K -8,800 -6%
PP
64
PDT Partners
New York
$8.78M +$1.84M +30,985 +29%
Squarepoint
65
Squarepoint
New York
$8.74M +$941K +15,879 +13%
California State Teachers Retirement System (CalSTRS)
66
California State Teachers Retirement System (CalSTRS)
California
$8.62M +$186K +3,136 +2%
Bank of Nova Scotia
67
Bank of Nova Scotia
Ontario, Canada
$8.56M +$7.95M +134,200 New
ACM
68
Atika Capital Management
New York
$8.55M -$237K -4,000 -3%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$8.39M -$2.92M -49,233 -27%
PPA
70
Parametric Portfolio Associates
Washington
$7.89M +$5.13M +86,502 +233%
State of New Jersey Common Pension Fund D
71
State of New Jersey Common Pension Fund D
New Jersey
$7.74M
RCM
72
Ratan Capital Management
Florida
$7.73M +$7.18M +121,149 New
AO
73
Allen Operations
New York
$7.7M
MSE
74
MUFG Securities EMEA
United Kingdom
$7.67M +$7.12M +120,200 New
EAM
75
Eagle Asset Management
Florida
$7.07M -$2.12M -35,705 -24%

OKTA Hedge Fund Activity: Q4 2018 in Review

323 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2018, worth a combined $4.73B — down 2.2% from $4.83B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new OKTA positions and 68 closed out — a net gain of 14 holders — while 91 added to existing stakes and 98 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $118M. The largest seller was Fidelity International, exiting entirely with an estimated $75.9M sold.

  • 323 institutional investors held Okta (OKTA) as of Q4 2018, up from 311 in Q3 2018.
  • Funds reported $4.73B of Okta stock for Q4 2018, down 2.2% quarter-over-quarter.
  • 82 funds opened new Okta positions in Q4 2018 and 68 closed out, a net change of +14 holders.
  • The largest Okta buyer in Q4 2018 was Fidelity Investments, an estimated $118M added.
  • The largest Okta seller in Q4 2018 was Fidelity International, an estimated $75.9M sold.

Based on aggregated 13F filings for Q4 2018.