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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
QT
176
Quantbot Technologies
New York
$2.36M -$2.51M -21,823 -52%
Simplex Trading
177
Simplex Trading
Illinois
$2.34M +$304K +2,637 +15%
FCM
178
Firsthand Capital Management
California
$2.31M
URS
179
Utah Retirement Systems
Utah
$2.3M +$57.6K +500 +3%
JSA
180
Jacobson & Schmitt Advisors
Wisconsin
$2.26M +$20.1K +175 +0.9%
Toronto Dominion Bank
181
Toronto Dominion Bank
Ontario, Canada
$2.12M +$194K +1,683 +10%
VF
182
Virtu Financial
New York
$2.11M +$1.58M +13,692 +300%
XK
183
Xact Kapitalforvaltning
Sweden
$2.06M
Nomura Asset Management
184
Nomura Asset Management
Japan
$2.03M
LCM
185
Landscape Capital Management
New Jersey
$2.03M +$1.45M +12,558 +250%
RJA
186
Raymond James & Associates
Florida
$2M +$436K +3,787 +28%
CIA
187
Capital Impact Advisors
Massachusetts
$1.99M
SG Americas Securities
188
SG Americas Securities
New York
$1.98M +$1.72M +14,954 +671%
KC
189
Knuff & Co
California
$1.98M +$576 +5 +0%
EH
190
Equitable Holdings
New York
$1.9M +$1.9M +16,470 New
FCM
191
Fortis Capital Management
Washington
$1.89M +$1.88M +16,371 New
JMPWA
192
JP Morgan Private Wealth Advisors
California
$1.83M -$112K -969 -6%
Nomura Holdings
193
Nomura Holdings
Japan
$1.83M -$1.23M -10,702 -40%
PGCM
194
Prescott Group Capital Management
Oklahoma
$1.73M
DekaBank Deutsche Girozentrale
195
DekaBank Deutsche Girozentrale
Germany
$1.7M +$1.61M +13,989 New
AWM
196
Avitas Wealth Management
California
$1.7M -$368K -3,194 -18%
HNB
197
Huntington National Bank
Ohio
$1.69M +$1.69M +14,656 New
Russell Investments Group
198
Russell Investments Group
United Kingdom
$1.68M +$684K +5,938 +68%
BRWA
199
B. Riley Wealth Advisors
Florida
$1.67M +$14.5K +126 +0.9%
Skandinaviska Enskilda Banken (SEB)
200
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.65M +$138K +1,200 +9%

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.