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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: 915 (+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: 311323 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
176
Gotham Asset Management
New York
$873K +$811K +13,688 New
Man Group
177
Man Group
United Kingdom
$870K -$462K -7,789 -36%
ARTA
178
A.R.T. Advisors
New York
$851K -$4.45M -75,056 -85%
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$839K +$476K +8,032 +157%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$834K -$94.1K -1,587 -11%
AG
181
Advisor Group
Arizona
$822K -$549K -9,268 -42%
BCM
182
BlueCrest Capital Management
Jersey
$798K -$145K -2,445 -16%
OC
183
Oppenheimer & Co
New York
$765K +$88.2K +1,489 +14%
FMT
184
First Mercantile Trust
Tennessee
$721K +$11.9K +200 +2%
SFP
185
Shepherd Financial Partners
Massachusetts
$706K +$654K +11,037 New
SOADOR
186
State of Alaska Department of Revenue
Alaska
$674K +$4.56K +77 +0.7%
PSUF
187
People's United Financial
Connecticut
$672K -$20.1K -339 -3%
CS
188
Credit Suisse
Switzerland
$670K -$2.33M -39,365 -79%
IWA
189
Inspirion Wealth Advisors
Illinois
$657K
Principal Financial Group
190
Principal Financial Group
Iowa
$631K +$288K +4,862 +97%
SGM
191
Skye Global Management
Florida
$612K +$569K +9,600 New
PA
192
Parallel Advisors
California
$606K +$287K +4,842 +104%
IIM
193
Ironwood Investment Management
Massachusetts
$583K +$542K +9,144 New
BM
194
Brandywine Managers
Delaware
$577K
DT
195
Diversified Trust
Tennessee
$575K +$24K +405 +5%
GC
196
Guggenheim Capital
Illinois
$570K -$481K -8,121 -48%
Simplex Trading
197
Simplex Trading
Illinois
$554K -$842K -14,211 -62%
WPW
198
Waldron Private Wealth
Pennsylvania
$531K
Manulife (Manufacturers Life Insurance)
199
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$512K -$156K -2,635 -25%
NLGIA
200
Nippon Life Global Investors Americas
New York
$512K +$476K +8,030 New

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.