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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
Capital Research Global Investors
76
Capital Research Global Investors
California
$6.96M
State Board of Administration of Florida Retirement System
77
State Board of Administration of Florida Retirement System
Florida
$6.9M +$405K +6,826 +7%
Creative Planning
78
Creative Planning
Kansas
$6.78M -$48.6K -820 -0.8%
Wells Fargo
79
Wells Fargo
California
$6.61M -$1.28M -21,607 -17%
Federated Hermes
80
Federated Hermes
Pennsylvania
$6.56M +$6.09M +102,800 New
Axa
81
Axa
France
$6.54M +$367K +6,200 +6%
HCM
82
Hitchwood Capital Management
New York
$6.38M +$5.93M +100,000 New
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$6.38M -$5.71M -96,321 -49%
PC
84
Polar Capital
United Kingdom
$6.36M +$1.47M +24,791 +33%
UBS Group
85
UBS Group
Switzerland
$5.94M -$4.37M -73,809 -44%
HLA
86
Hamilton Lane Advisors
Pennsylvania
$5.76M -$1.08M -18,292 -17%
Franklin Resources
87
Franklin Resources
California
$5.65M +$5.25M +88,525 New
NOCM
88
Night Owl Capital Management
Connecticut
$5.63M +$27.6K +465 +0.5%
AllianceBernstein
89
AllianceBernstein
Tennessee
$5.54M +$2.54M +42,911 +98%
SEI Investments
90
SEI Investments
Pennsylvania
$5.45M +$693K +11,700 +17%
AAP
91
Ardsley Advisory Partners
Connecticut
$5.42M +$5.04M +85,000 New
GAM
92
Gemmer Asset Management
California
$5.41M +$593K +10,000 +13%
Wellington Management Group
93
Wellington Management Group
Massachusetts
$5.3M +$995K +16,796 +25%
Mackenzie Financial
94
Mackenzie Financial
Ontario, Canada
$5.27M +$4.9M +82,608 New
RhumbLine Advisers
95
RhumbLine Advisers
Massachusetts
$5.26M -$401K -6,765 -8%
Alyeska Investment Group
96
Alyeska Investment Group
Illinois
$4.97M +$4.62M +77,967 New
AH
97
Allen Holding
New York
$4.89M
AII
98
AGF Investments Inc
Ontario, Canada
$4.79M +$4.44M +75,000 New
CPC
99
Cookson Peirce & Co
Pennsylvania
$4.65M -$34.7K -585 -0.8%
Kayne Anderson Rudnick Investment Management
100
Kayne Anderson Rudnick Investment Management
California
$4.47M +$306K +5,165 +8%

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.