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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
AB
151
Amalgamated Bank
New York
$3.25M +$273K +2,367 +9%
Tudor Investment Corp
152
Tudor Investment Corp
Connecticut
$3.21M -$643K -5,581 -17%
PA
153
Profund Advisors
Maryland
$3.19M -$416K -3,616 -12%
Treasurer of the State of North Carolina
154
Treasurer of the State of North Carolina
North Carolina
$3.1M +$200K +1,740 +7%
Royal Bank of Canada
155
Royal Bank of Canada
Ontario, Canada
$3.1M -$1.79M -15,544 -37%
GIBU
156
Gulf International Bank (UK)
United Kingdom
$2.99M
EGM
157
Engineers Gate Manager
New York
$2.92M -$2.69M -23,402 -48%
BCIM
158
British Columbia Investment Management
British Columbia, Canada
$2.9M +$1.25M +10,895 +77%
HLA
159
Hamilton Lane Advisors
Pennsylvania
$2.9M -$3.14M -27,282 -52%
DZ Bank
160
DZ Bank
Germany
$2.83M +$2.85M +24,786 New
SOADOR
161
State of Alaska Department of Revenue
Alaska
$2.76M +$278K +2,415 +11%
EAMA
162
EFG Asset Management (Americas)
Florida
$2.75M +$433K +3,760 +19%
SEI Investments
163
SEI Investments
Pennsylvania
$2.74M -$1.15M -9,994 -30%
OPERF
164
Oregon Public Employees Retirement Fund
Oregon
$2.71M -$944K -8,200 -26%
Commonwealth Equity Services
165
Commonwealth Equity Services
Massachusetts
$2.66M +$108K +936 +4%
Zurich Cantonal Bank
166
Zurich Cantonal Bank
Switzerland
$2.66M +$211K +1,836 +9%
SCI
167
S&CO Inc
Massachusetts
$2.66M
Walleye Trading
168
Walleye Trading
New York
$2.53M +$1.38M +12,011 +121%
ASRS
169
Arizona State Retirement System
Arizona
$2.49M +$378K +3,287 +18%
BCM
170
BTC Capital Management
Iowa
$2.49M +$312K +2,713 +14%
Stifel Financial
171
Stifel Financial
Missouri
$2.48M +$634K +5,504 +34%
RJFSA
172
Raymond James Financial Services Advisors
Florida
$2.47M -$386K -3,354 -14%
LTFS
173
Ladenburg Thalmann Financial Services
Florida
$2.44M +$125K +1,084 +5%
TAM
174
Tocqueville Asset Management
New York
$2.42M -$958K -8,325 -28%
Capital Fund Management (CFM)
175
Capital Fund Management (CFM)
France
$2.38M -$2.38M -20,649 -50%

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.