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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
PAMU
126
Pictet Asset Management (UK)
United Kingdom
$4.21M -$23K -200 -0.5%
TI
127
Trexquant Investment
Connecticut
$4.2M +$2.95M +25,616 +237%
Aviva
128
Aviva
United Kingdom
$4.17M +$257K +2,228 +7%
JG
129
Jefferies Group
New York
$4.16M -$666K -5,786 -14%
Ohio Public Employees Retirement System (OPERS)
130
Ohio Public Employees Retirement System (OPERS)
Ohio
$4.1M -$790K -6,863 -16%
Caisse de Depot et Placement du Quebec (CDPQ)
131
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$4.09M +$4.08M +35,458 New
LFDLE
132
La Financiere de L'Echiquier
France
$3.93M +$1.16M +10,102 +42%
BAMCO Inc
133
BAMCO Inc
New York
$3.91M +$1.76M +15,326 +83%
Ensign Peak Advisors
134
Ensign Peak Advisors
Utah
$3.91M +$3.9M +33,858 New
Man Group
135
Man Group
United Kingdom
$3.74M -$768K -6,670 -17%
RWP
136
RWA Wealth Partners
Massachusetts
$3.62M -$161K -1,396 -4%
HSBC Holdings
137
HSBC Holdings
United Kingdom
$3.58M +$1.5M +13,002 +72%
CIC
138
Carnegie Investment Counsel
Ohio
$3.55M -$170K -1,480 -5%
AP
139
Archon Partners
New Jersey
$3.47M
Wellington Management Group
140
Wellington Management Group
Massachusetts
$3.47M -$3.03M -26,350 -47%
Connor, Clark & Lunn Investment Management (CC&L)
141
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$3.44M +$3.44M +29,850 New
CAM
142
Cresset Asset Management
Illinois
$3.4M +$2.93M +25,424 +628%
LCM
143
Laurion Capital Management
New York
$3.39M +$1.99M +17,244 +142%
GIM
144
Granahan Investment Management
Massachusetts
$3.38M -$273K -2,370 -7%
CG
145
Cutler Group
California
$3.38M +$2.32M +20,110 +220%
US Bancorp
146
US Bancorp
Minnesota
$3.37M +$117K +1,014 +4%
JSC
147
Jackson Square Capital
California
$3.33M +$3.32M +28,821 New
GIP
148
Granite Investment Partners
California
$3.28M +$1.96K +17 +0.1%
KBC Group
149
KBC Group
Belgium
$3.27M +$2.36M +20,528 +262%
WorldQuant Millennium Advisors
150
WorldQuant Millennium Advisors
New York
$3.27M -$14.9M -129,764 -82%

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.