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599 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 219 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more call options, than puts

Call options by funds: $651M | Put options by funds: $358M

17% more capital invested

Capital invested by funds: $8.81B → $10.3B (+$1.54B)

0.9% less ownership

Funds ownership: 82.1%81.21% (-0.9%)

10% less repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 219

3% less funds holding

Funds holding: 616599 (-17)

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

13% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 88

Holders
599
Holders Change
-17
Holders Change %
-2.76%
% of All Funds
9.51%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
219
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M
Name Holding Trade Value Shares
Change
Change in
Stake
California State Teachers Retirement System (CalSTRS)
76
California State Teachers Retirement System (CalSTRS)
California
$19.1M -$846K -11,154 -5%
AIM
77
Artemis Investment Management
United Kingdom
$18.8M -$10.8M -142,260 -38%
Bank of America
78
Bank of America
North Carolina
$18.7M -$3.96M -52,251 -19%
Fidelity International
79
Fidelity International
Bermuda
$18.7M +$17.4M +229,097 New
NC
80
NZS Capital
Colorado
$18.7M -$162K -2,137 -0.9%
AIMCA
81
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$18M
NC
82
Nicholas Company
Wisconsin
$17.4M +$423K +5,582 +3%
GT
83
Glenmede Trust
Pennsylvania
$17.2M +$14.6M +192,513 +1,042%
Capital Fund Management (CFM)
84
Capital Fund Management (CFM)
France
$16.8M -$3.3M -43,537 -17%
VMPIC
85
Varma Mutual Pension Insurance Co
Finland
$16.1M
Deutsche Bank
86
Deutsche Bank
Germany
$16M -$7.97M -105,146 -35%
Ensign Peak Advisors
87
Ensign Peak Advisors
Utah
$15.9M -$6.48M -85,502 -30%
Vontobel Holding
88
Vontobel Holding
Switzerland
$15.9M -$491K -6,480 -3%
Canada Life
89
Canada Life
Manitoba, Canada
$15.3M -$596K -7,861 -4%
IHG
90
Insight Holdings Group
New York
$15.3M
TAM
91
Thematics Asset Management
France
$15.1M
DIGDR
92
Dynamo Internacional Gestao de Recursos
Brazil
$15M -$6.29M -82,920 -31%
RhumbLine Advisers
93
RhumbLine Advisers
Massachusetts
$14.7M -$286K -3,778 -2%
RPI
94
Railway Pension Investments
United Kingdom
$14.4M
HAM
95
Harber Asset Management
North Carolina
$13.8M +$1.2M +15,846 +10%
VEPM
96
Vista Equity Partners Management
California
$13.8M +$12.8M +169,159 New
Walleye Trading
97
Walleye Trading
New York
$13.7M +$7.76M +102,393 +156%
SFI
98
Susquehanna Fundamental Investments
Pennsylvania
$13.6M
NW
99
NewEdge Wealth
Pennsylvania
$13.5M +$1.91M +25,162 +18%
Nomura Holdings
100
Nomura Holdings
Japan
$13.1M +$686K +9,049 +6%

OKTA Hedge Fund Activity: Q3 2023 in Review

599 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2023, worth a combined $10.3B — up 17% from $8.81B a quarter earlier.

Sellers outnumbered buyers: 88 funds closed out of OKTA and 77 opened new positions — a net loss of 11 holders — while 219 trimmed existing stakes and 198 added.

The largest buyer was VOYA Investment Management, adding an estimated $176M. The largest seller was Wellington Management Group, cutting an estimated $142M.

  • 599 institutional investors held Okta (OKTA) as of Q3 2023, down from 616 in Q2 2023.
  • Funds reported $10.3B of Okta stock for Q3 2023, up 17% quarter-over-quarter.
  • 77 funds opened new Okta positions in Q3 2023 and 88 closed out, a net change of -11 holders.
  • The largest Okta buyer in Q3 2023 was VOYA Investment Management, an estimated $176M added.
  • The largest Okta seller in Q3 2023 was Wellington Management Group, an estimated $142M sold.

Based on aggregated 13F filings for Q3 2023.