We are live on ! Find out more

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
Cambridge Investment Research Advisors
201
Cambridge Investment Research Advisors
Iowa
$506K -$26.7K -450 -5%
BA
202
BKS Advisors
Michigan
$504K -$29.6K -500 -6%
MAFM
203
Mid Atlantic Financial Management
Pennsylvania
$499K +$463K +7,820 New
JMPWA
204
JP Morgan Private Wealth Advisors
California
$475K +$57.9K +977 +15%
CANY
205
Caxton Associates (New York)
New York
$468K +$435K +7,338 New
AF
206
Advisornet Financial
Minnesota
$452K +$131K +2,215 +46%
Temasek Holdings
207
Temasek Holdings
Singapore
$450K
Janney Montgomery Scott
208
Janney Montgomery Scott
Pennsylvania
$439K -$297K -5,003 -42%
BFS
209
Bradley Foster & Sargent
Connecticut
$432K -$194K -3,275 -33%
AP
210
Appleton Partners
Massachusetts
$431K
MLICM
211
Metropolitan Life Insurance Company (MetLife)
New York
$421K -$1.3K -22 -0.3%
AA
212
ALPS Advisors
Colorado
$412K -$40.8K -688 -10%
BRWA
213
B. Riley Wealth Advisors
Florida
$409K +$379K +6,400 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$402K +$263K +4,442 +239%
PIA
215
Piedmont Investment Advisors
North Carolina
$397K +$1.36K +23 +0.4%
LIM
216
Leavell Investment Management
Alabama
$388K +$93.3K +1,575 +35%
PFS
217
Prospera Financial Services
Texas
$363K +$337K +5,684 New
SPC
218
Sigma Planning Corp
Michigan
$356K +$145K +2,442 +78%
CG
219
Cutler Group
California
$349K -$1.35M -22,738 -81%
Los Angeles Capital Management
220
Los Angeles Capital Management
California
$345K -$2.26M -38,205 -88%
B
221
Barings
North Carolina
$345K -$1.14M -19,300 -78%
MIH
222
Meitav Investment House
Israel
$328K -$146K -2,466 -32%
BBHC
223
Brown Brothers Harriman & Co
New York
$326K
KA
224
Kovack Advisors
Florida
$326K +$7.47K +126 +3%
PCR
225
Potrero Capital Research
California
$319K +$296K +5,000 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.