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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
BG
101
Bollard Group
Massachusetts
$6.7M
Bank of Montreal
102
Bank of Montreal
Ontario, Canada
$6.69M +$1.99M +17,277 +42%
NIPH
103
NN Investment Partners Holdings
Netherlands
$6.29M +$1.08M +9,360 +21%
Squarepoint
104
Squarepoint
New York
$6.25M +$5.47M +47,492 +711%
SPC
105
Stony Point Capital
New York
$6.06M +$6.04M +52,500 New
RSS
106
Rosenblum Silverman Sutton
California
$6.05M -$336K -2,920 -5%
Asset Management One
107
Asset Management One
Japan
$6.05M +$116K +1,006 +2%
MMA
108
Miracle Mile Advisors
California
$5.9M -$3.27M -28,400 -36%
LPL Financial
109
LPL Financial
California
$5.84M +$638K +5,538 +12%
JM
110
Jeneq Management
New York
$5.22M +$1.21M +10,500 +30%
Arrowstreet Capital
111
Arrowstreet Capital
Massachusetts
$5.21M +$5.2M +45,195 New
CCI
112
Columbus Circle Investors
$5.17M -$6.3M -54,708 -55%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$5.09M -$19.2M -166,915 -79%
MWVC
114
Morgens Waterfall Vintiadis & Co
New York
$5.07M +$1.6M +13,900 +46%
MAM
115
Mark Asset Management
New York
$5.06M +$252K +2,191 +5%
AIMCA
116
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$4.96M
FAF
117
Fjarde Ap-fonden
Sweden
$4.89M +$391K +3,400 +9%
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$4.89M +$1.75M +15,206 +56%
Royal London Asset Management
119
Royal London Asset Management
United Kingdom
$4.8M +$648K +5,631 +15%
HighTower Advisors
120
HighTower Advisors
Illinois
$4.79M -$404K -3,513 -8%
AAP
121
Ardsley Advisory Partners
Connecticut
$4.5M
VOYA Investment Management
122
VOYA Investment Management
Georgia
$4.45M +$1.2M +10,458 +37%
AG
123
Aperio Group
California
$4.44M +$182K +1,581 +4%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$4.33M -$6.72M -58,408 -61%
ACI
125
AMP Capital Investors
Australia
$4.26M -$1.98M -17,200 -32%

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.