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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
Arrowstreet Capital
751
Arrowstreet Capital
Massachusetts
– -$92.4M -389,468 Closed
FAM
752
Fred Alger Management
New York
– -$25.1M -105,856 Closed
EPC
753
Emerson Point Capital
New York
– -$13.2M -55,551 Closed
AAM
754
AO Asset Management
New York
– -$10.5M -44,100 Closed
MCCP
755
Mission Creek Capital Partners
California
– -$9.52M -40,104 Closed
Renaissance Technologies
756
Renaissance Technologies
New York
– -$8.78M -37,000 Closed
ZDA
757
Zweig-DiMenna Associates
New York
– -$7.48M -31,500 Closed
ACM
758
Atika Capital Management
New York
– -$7.19M -30,300 Closed
ACI
759
AMP Capital Investors
Australia
– -$6.74M -28,424 Closed
WCA
760
Whetstone Capital Advisors
Kansas
– -$6.74M -28,405 Closed
SGM
761
Skye Global Management
Florida
– -$6.27M -26,400 Closed
FCM
762
Fortis Capital Management
Washington
– -$5.76M -24,262 Closed
TC
763
TwinBeech Capital
New York
– -$4.81M -20,282 Closed
PI
764
PEAK6 Investments
Illinois
– -$4.56M -19,152 Closed
Parallax Volatility Advisers
765
Parallax Volatility Advisers
California
– -$3.9M -16,392 Closed
SP
766
Sarasin & Partners
United Kingdom
– -$3.52M -14,840 Closed
EGM
767
Engineers Gate Manager
New York
– -$3.42M -14,400 Closed
Capital Fund Management (CFM)
768
Capital Fund Management (CFM)
France
– -$3.28M -13,809 Closed
HF
769
HRT Financial
New York
– -$3.19M -13,439 Closed
IP
770
Interval Partners
New York
– -$3.08M -13,000 Closed
HP
771
Harbourvest Partners
Massachusetts
– -$3.01M -12,697 Closed
SCF
772
Sante Capital Fund
Texas
– -$2.83M -11,927 Closed
CIA
773
Capital Impact Advisors
Massachusetts
– -$2.73M -11,505 Closed
VF
774
Virtu Financial
New York
– -$2.52M -10,615 Closed
AIM
775
Achmea Investment Management
Netherlands
– -$2.43M -10,223 Closed
29 30
31
32 33

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.