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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
AG
201
Advisor Group
Arizona
$1.63M -$183K -1,590 -10%
Aberdeen Group
202
Aberdeen Group
United Kingdom
$1.61M +$34.9K +303 +2%
BFEC
203
Benjamin F. Edwards & Company
Missouri
$1.6M +$175K +1,522 +12%
KCM
204
Karp Capital Management
California
$1.5M +$280K +2,435 +23%
ARTA
205
A.R.T. Advisors
New York
$1.49M +$1.49M +12,906 New
SO
206
STRS Ohio
Ohio
$1.44M +$212K +1,841 +17%
PP
207
Paloma Partners
Connecticut
$1.42M +$1.41M +12,274 New
CIBC World Market
208
CIBC World Market
Ontario, Canada
$1.4M -$359K -3,120 -20%
DnB Asset Management
209
DnB Asset Management
Norway
$1.36M +$127K +1,102 +10%
II
210
IFM Investors
Australia
$1.36M -$22.6K -196 -2%
Jane Street
211
Jane Street
New York
$1.34M -$21.1M -183,193 -94%
SMFG
212
Sumitomo Mitsui Financial Group
Japan
$1.33M +$1.28M +11,115 New
VR
213
Viridian RIA
Washington
$1.29M -$77.7K -675 -6%
AAM
214
Azzad Asset Management
Virginia
$1.28M +$10.1K +88 +1%
AAM
215
Advisors Asset Management
Colorado
$1.27M +$84K +730 +7%
PM
216
Precept Management
Texas
$1.27M -$461K -4,000 -27%
Principal Financial Group
217
Principal Financial Group
Iowa
$1.25M -$2.3K -20 -0.2%
AWM
218
AE Wealth Management
Kansas
$1.19M +$87.6K +761 +8%
Comerica Bank
219
Comerica Bank
Texas
$1.19M +$527K +4,574 +104%
OC
220
Oppenheimer & Co
New York
$1.19M -$2.42M -21,003 -67%
Cambridge Investment Research Advisors
221
Cambridge Investment Research Advisors
Iowa
$1.16M +$255K +2,216 +28%
AIM
222
Achmea Investment Management
Netherlands
$1.16M
EF
223
Empowered Funds
Pennsylvania
$1.13M +$92.6K +804 +9%
NAM
224
Nissay Asset Management
Japan
$1.11M +$6.1K +53 +0.6%
KOCAA
225
Knights of Columbus Asset Advisors
Connecticut
$1.1M +$1.1M +9,544 New

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.