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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
CC
776
Codex Capital
New York
– -$2.42M -10,200 Closed
RA
777
Rational Advisors
New York
– -$2.39M -10,081 Closed
ACM
778
Alight Capital Management
New York
– -$2.37M -10,000 Closed
PRC
779
Pearl River Capital
Michigan
– -$2.19M -9,246 Closed
AAP
780
Ardsley Advisory Partners
Connecticut
– -$2.14M -9,000 Closed
PMAM
781
Penn Mutual Asset Management
Pennsylvania
– -$1.99M -8,366 Closed
OQS
782
Occudo Quantitative Strategies
Florida
– -$1.88M -7,903 Closed
Qube Research & Technologies (QRT)
783
Qube Research & Technologies (QRT)
United Kingdom
– -$1.81M -7,611 Closed
PA
784
Proem Advisors
Texas
– -$1.42M -6,000 Closed
PP
785
Prudential plc
United Kingdom
– -$1.35M -5,694 Closed
BFS
786
Bradley Foster & Sargent
Connecticut
– -$1.3M -5,500 Closed
DLPIC
787
Davide Leone & Partners Investment Company
United Kingdom
– -$1.2M -5,062 Closed
BCM
788
Bridgeway Capital Management
Texas
– -$1.11M -4,700 Closed
CAM
789
Concorde Asset Management
Michigan
– -$867K -3,654 Closed
RIM
790
Redpoint Investment Management
Australia
– -$777K -3,273 Closed
DCM
791
Dupont Capital Management
Delaware
– -$776K -3,270 Closed
Wealthfront Advisers
792
Wealthfront Advisers
California
– -$706K -2,974 Closed
CS
793
Cannell & Spears
New York
– -$675K -2,843 Closed
BA
794
Bridgewater Associates
Connecticut
– -$653K -2,751 Closed
AAM
795
Arabesque Asset Management
United Kingdom
– -$609K -2,566 Closed
DBT
796
Dubuque Bank & Trust
Iowa
– -$573K -2,415 Closed
SEC
797
Seven Eight Capital
New York
– -$569K -2,396 Closed
GCP
798
GSA Capital Partners
United Kingdom
– -$505K -2,128 Closed
LCS
799
Levin Capital Strategies
New York
– -$475K -2,000 Closed
PSUF
800
People's United Financial
Connecticut
– -$461K -1,943 Closed
30 31
32
33 34

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.