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Okta
OKTA

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: 9 → 15 (+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: 311 → 323 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$118M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$44.7M
3
Norges Bank
Norges Bank
Norway
+$40.2M
4
LSCM
Light Street Capital Management
California
+$37.9M
5
BlackRock
BlackRock
New York
+$36.7M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
-$75.9M
2
Deutsche Bank
Deutsche Bank
Germany
-$74.7M
3
First Trust Advisors
First Trust Advisors
Illinois
-$30.5M
4
WRCM
Whale Rock Capital Management
Massachusetts
-$23.3M
5
Two Sigma Investments
Two Sigma Investments
New York
-$19M
Name Holding Trade Value Shares
Change 		Change in
Stake
Fiera Capital (Canada)
101
Fiera Capital (Canada)
Quebec, Canada
$4.47M -$14.2K -239 -0.3%
Balyasny Asset Management
102
Balyasny Asset Management
Illinois
$4.38M +$4.07M +68,727 New
USAA
103
United Services Automobile Association
Texas
$4.33M -$268K -4,514 -6%
KeyBank National Association
104
KeyBank National Association
Ohio
$4.33M -$60.2K -1,016 -1%
EGM
105
Engineers Gate Manager
New York
$4.29M -$1.63M -27,433 -29%
DCM
106
Driehaus Capital Management
Illinois
$4.28M +$2.42M +40,771 +155%
Brown Advisory
107
Brown Advisory
Maryland
$4.15M +$41.3K +697 +1%
Tiger Global Management
108
Tiger Global Management
New York
$3.83M – – –
JG
109
Jefferies Group
New York
$3.75M +$2.48M +41,870 +247%
MWVC
110
Morgens Waterfall Vintiadis & Co
New York
$3.51M -$1.78M -30,000 -35%
RSS
111
Rosenblum Silverman Sutton
California
$3.47M -$1.38M -23,236 -31%
CI Investments Inc
112
CI Investments Inc
Ontario, Canada
$3.38M – – –
Citigroup
113
Citigroup
New York
$3.35M -$3.06M -51,593 -50%
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$3.19M +$2.96M +50,000 New
EIM
115
Essex Investment Management
Massachusetts
$2.99M -$3.65M -61,554 -57%
American Century Companies
116
American Century Companies
Missouri
$2.96M +$596K +10,051 +28%
BG
117
Bollard Group
Massachusetts
$2.92M +$2.66M +44,800 +4,480%
QI
118
QS Investors
New York
$2.69M – – –
KCM
119
Kennedy Capital Management
Missouri
$2.59M +$2.4M +40,562 New
FWC
120
First Washington Corp
Washington
$2.58M +$2.4M +40,480 New
Tudor Investment Corp
121
Tudor Investment Corp
Connecticut
$2.58M +$2.4M +40,462 New
PGCM
122
Prescott Group Capital Management
Oklahoma
$2.55M +$593K +10,000 +33%
JSA
123
Jacobson & Schmitt Advisors
Wisconsin
$2.49M -$6.58K -111 -0.3%
PA
124
Profund Advisors
Maryland
$2.46M -$1.39M -23,522 -38%
US Bancorp
125
US Bancorp
Minnesota
$2.42M +$188K +3,173 +9%
3 4
5
6 7

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.