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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
KIG
826
Kowal Investment Group
Wisconsin
– -$56K -236 Closed
LWM
827
Liberty Wealth Management
California
– -$52K -211 Closed
CAGAS
828
Capital Advisory Group Advisory Services
Minnesota
– -$25K -107 Closed
CFB
829
Cullen/Frost Bankers
Texas
– -$22K -93 Closed
PWA
830
Phoenix Wealth Advisors
North Carolina
– -$10K -41 Closed
GRP
831
Global Retirement Partners
California
– -$9K -40 Closed
AWM
832
Activest Wealth Management
Florida
– -$6K -25 Closed
AL
833
ADE LLC
Maryland
– -$5K -23 Closed
HI
834
Hudock Inc
Pennsylvania
– -$4K -19 Closed
RTL
835
Red Tortoise LLC
Georgia
– -$1K -18 Closed
IF
836
Ironwood Financial
Arizona
– -$4K -15 Closed
TPCW
837
TD Private Client Wealth
New York
– -$2.85K -12 Closed
JWM
838
Janiczek Wealth Management
Colorado
– -$2K -8 Closed
TLFA
839
True Link Financial Advisors
California
– -$2K -8 Closed
CA
840
Crewe Advisors
Utah
– -$1K -5 Closed
GKWIM
841
Gerber Kawasaki Wealth & Investment Management
California
– -$5K -5 Closed
FMII
842
Farmers & Merchants Investments Inc
Nebraska
– -$1K -4 Closed
AWM
843
Atticus Wealth Management
Florida
– -$1K -3 Closed
EBA
844
Eagle Bay Advisors
New York
– -$476 -2 -50%
CAL
845
Capital Advisors Ltd
Ohio
– +$238 +1 New
CFCI
846
Comprehensive Financial Consultants Institutional
Indiana
– +$1.19K +5 New
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.