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152 hedge funds and large institutions have $1.02B invested in Okta in 2017 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 55 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 8

373% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $1.88M

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

165% more capital invested

Capital invested by funds: $387M → $1.02B (+$637M)

52% more funds holding

Funds holding: 100152 (+52)

27.65% more ownership

Funds ownership: 71.05%98.7% (+28%)

Holders
152
Holders Change
+52
Holders Change %
+52%
% of All Funds
3.45%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.2%
New
75
Increased
55
Reduced
8
Closed
23
Calls
$8.89M
Puts
$1.88M
Net Calls
+$7.01M
Net Calls Change
+$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
151
IHT Wealth Management
Illinois
$3K
VFA
152
Valeo Financial Advisors
Indiana
$2K +$1.68K +60 New
WRCM
153
Whale Rock Capital Management
Massachusetts
-$2.67M -94,745 Closed
GIPM
154
G2 Investment Partners Management
New York
-$2.26M -80,000 Closed
EI
155
EAM Investors
California
-$2.18M -77,190 Closed
FHAM
156
Folger Hill Asset Management
New York
-$1.41M -50,000 Closed
EGM
157
Engineers Gate Manager
New York
-$1.38M -48,938 Closed
Principal Financial Group
158
Principal Financial Group
Iowa
-$1.23M -43,403 Closed
PPA
159
Parametric Portfolio Associates
Washington
-$1.11M -39,531 Closed
NFA
160
Nationwide Fund Advisors
Ohio
-$428K -15,185 Closed
Norges Bank
161
Norges Bank
Norway
-$353K -12,500 Closed
Goldman Sachs
162
Goldman Sachs
New York
-$347K -12,291 Closed
QSS
163
Quantitative Systematic Strategies
Florida
-$316K -11,199 Closed
EMG
164
Ellington Management Group
Connecticut
-$276K -9,800 Closed
CPP
165
Crow Point Partners
Massachusetts
-$277K -9,560 Closed
AllianceBernstein
166
AllianceBernstein
Tennessee
-$251K -8,900 Closed
QC
167
Quadrature Capital
United Kingdom
-$219K -7,746 Closed
SPM
168
Symmetry Peak Management
Pennsylvania
-$212K -7,500 Closed
IR
169
Invictus RG
Bermuda
-$211K -7,487 Closed
PP
170
Paloma Partners
Connecticut
-$208K -7,379 Closed
SG Americas Securities
171
SG Americas Securities
New York
-$128K -4,520 Closed
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
-$73K -2,600 Closed
CCA
173
Catalyst Capital Advisors
New York
-$22K -775 Closed
TDC
174
Thompson Davis & Co
Virginia
-$14K -500 Closed
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
-$5K -170 Closed

OKTA Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2017, worth a combined $1.02B — up 165% from $387M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new OKTA positions and 23 closed out — a net gain of 52 holders — while 55 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $2.67M sold.

  • 152 institutional investors held Okta (OKTA) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $1.02B of Okta stock for Q4 2017, up 165% quarter-over-quarter.
  • 75 funds opened new Okta positions in Q4 2017 and 23 closed out, a net change of +52 holders.
  • The largest Okta buyer in Q4 2017 was Fidelity Investments, an estimated $81.8M added.
  • The largest Okta seller in Q4 2017 was Whale Rock Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.