Okta
OKTA
684 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 253 increasing their positions, 231 reducing their positions, and 152 closing their positions.
10% more repeat investments, than reductions
Existing positions increased: 253 | Existing positions reduced: 231
0.04% less ownership
Funds ownership: 80.81% → 80.77% (-0.04%)
9% less funds holding
Funds holding: 754 → 684 (-70)
33% less capital invested
Capital invested by funds: $26.7B → $18B (-$8.71B)
35% less call options, than puts
Call options by funds: $657M | Put options by funds: $1.01B
36% less funds holding in top 10
Funds holding in top 10: 28 → 18 (-10)
41% less first-time investments, than exits
New positions opened: 90 | Existing positions closed: 152
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$529M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$255M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$253M |
| 4 |
BAAM
Baker Avenue Asset Management
San Francisco,
California
|
+$93.4M |
| 5 |
SEP
Soma Equity Partners
San Francisco,
California
|
+$89.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$373M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$236M |
| 3 |
Jennison Associates
New York
|
-$211M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
-$175M |
| 5 |
Holocene Advisors
New York
|
-$101M |
OKTA Hedge Fund Activity: Q1 2022 in Review
684 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2022, worth a combined $18B — down 33% from $26.7B a quarter earlier.
Sellers outnumbered buyers: 152 funds closed out of OKTA and 90 opened new positions — a net loss of 62 holders — while 231 trimmed existing stakes and 253 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $529M. The largest seller was Capital International Investors, cutting an estimated $373M.
- 684 institutional investors held Okta (OKTA) as of Q1 2022, down from 754 in Q4 2021.
- Funds reported $18B of Okta stock for Q1 2022, down 33% quarter-over-quarter.
- 90 funds opened new Okta positions in Q1 2022 and 152 closed out, a net change of -62 holders.
- The largest Okta buyer in Q1 2022 was T. Rowe Price Associates, an estimated $529M added.
- The largest Okta seller in Q1 2022 was Capital International Investors, an estimated $373M sold.
Based on aggregated 13F filings for Q1 2022.