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463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more capital invested

Capital invested by funds: $8.49B → $10.5B (+$1.98B)

20% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 139

11% more first-time investments, than exits

New positions opened: 84 | Existing positions closed: 76

0% more funds holding

Funds holding: 462463 (+1)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0.12% less ownership

Funds ownership: 80.88%80.76% (-0.12%)

16% less call options, than puts

Call options by funds: $413M | Put options by funds: $489M

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.12%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M
Name Holding Trade Value Shares
Change
Change in
Stake
NOCM
76
Night Owl Capital Management
Connecticut
$12.2M +$11.7K +102 +0.1%
Creative Planning
77
Creative Planning
Kansas
$11.7M -$1.84K -16 -0%
EAM
78
Eventide Asset Management
Massachusetts
$11.5M -$5.76M -50,000 -33%
TAM
79
Telemark Asset Management
Massachusetts
$11.5M
CCM
80
Cota Capital Management
California
$11.4M +$11.3M +98,539 New
AAMU
81
Amundi Asset Management US
Massachusetts
$10.7M +$3.56M +30,901 +50%
MSV
82
MN Services Vermogensbeheer
Netherlands
$10.6M +$357K +3,100 +4%
Parallax Volatility Advisers
83
Parallax Volatility Advisers
California
$10.5M +$1.43M +12,462 +16%
Korea Investment Corp
84
Korea Investment Corp
South Korea
$10.4M +$276K +2,400 +3%
Public Employees Retirement Association of Colorado
85
Public Employees Retirement Association of Colorado
Colorado
$10.1M
GAM
86
Gemmer Asset Management
California
$9.8M
AllianceBernstein
87
AllianceBernstein
Tennessee
$9.25M -$531K -4,611 -5%
Mitsubishi UFJ Trust & Banking
88
Mitsubishi UFJ Trust & Banking
Japan
$9.03M +$80.1K +696 +0.9%
State of New Jersey Common Pension Fund D
89
State of New Jersey Common Pension Fund D
New Jersey
$8.97M -$111K -965 -1%
PI
90
PEAK6 Investments
Illinois
$8.57M +$794K +6,900 +10%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$8.16M +$1.61M +13,945 +25%
QC
92
Quadrature Capital
United Kingdom
$8.15M -$9.93M -86,210 -55%
ACM
93
Atika Capital Management
New York
$7.85M -$3.68M -32,000 -32%
APG Asset Management
94
APG Asset Management
Netherlands
$7.75M +$80.6K +700 +0.9%
AQR Capital Management
95
AQR Capital Management
Connecticut
$7.64M -$13.1M -113,497 -63%
CCP
96
Clough Capital Partners
Massachusetts
$7.41M +$7.39M +64,190 New
KeyBank National Association
97
KeyBank National Association
Ohio
$7.24M +$116K +1,006 +2%
Mirae Asset Global Investments
98
Mirae Asset Global Investments
South Korea
$7.11M +$1.02M +8,885 +17%
Mitsubishi UFJ Asset Management
99
Mitsubishi UFJ Asset Management
Japan
$6.99M -$1.21M -10,516 -15%
Brown Advisory
100
Brown Advisory
Maryland
$6.83M +$290K +2,521 +4%

OKTA Hedge Fund Activity: Q4 2019 in Review

463 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2019, worth a combined $10.5B — up 23% from $8.49B a quarter earlier.

Buyers outnumbered sellers: 84 funds opened new OKTA positions and 76 closed out — a net gain of 8 holders — while 167 added to existing stakes and 139 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $823M. The largest seller was Fidelity Investments, cutting an estimated $116M.

  • 463 institutional investors held Okta (OKTA) as of Q4 2019, up from 462 in Q3 2019.
  • Funds reported $10.5B of Okta stock for Q4 2019, up 23% quarter-over-quarter.
  • 84 funds opened new Okta positions in Q4 2019 and 76 closed out, a net change of +8 holders.
  • The largest Okta buyer in Q4 2019 was Morgan Stanley, an estimated $823M added.
  • The largest Okta seller in Q4 2019 was Fidelity Investments, an estimated $116M sold.

Based on aggregated 13F filings for Q4 2019.