Okta
OKTA
100 hedge funds and large institutions have $387M invested in Okta in 2017 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 36 increasing their positions, 17 reducing their positions, and 17 closing their positions.
288% more call options, than puts
Call options by funds: $2.79M | Put options by funds: $721K
112% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 17
59% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 17
36% more capital invested
Capital invested by funds: $284M → $387M (+$103M)
10% more funds holding
Funds holding: 91 → 100 (+9)
21.96% less ownership
Funds ownership: 93.02% → 71.05% (-22%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$14.9M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$14.6M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$6.32M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$5.24M |
| 5 |
Renaissance Technologies
New York
|
+$3.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HC
Hillman Company
Pittsburgh,
Pennsylvania
|
-$6.97M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$6.77M |
| 3 |
GGHC
Gilder Gagnon Howe & Co
New York
|
-$6.75M |
| 4 |
PC
Pier Capital
Stamford,
Connecticut
|
-$5.13M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$2.92M |
OKTA Hedge Fund Activity: Q3 2017 in Review
100 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q3 2017, worth a combined $387M — up 36% from $284M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new OKTA positions and 17 closed out — a net gain of 10 holders — while 36 added to existing stakes and 17 trimmed.
The largest buyer was Champlain Investment Partners, opening a new position worth an estimated $14.9M. The largest seller was Hillman Company, exiting entirely with an estimated $6.97M sold.
- 100 institutional investors held Okta (OKTA) as of Q3 2017, up from 91 in Q2 2017.
- Funds reported $387M of Okta stock for Q3 2017, up 36% quarter-over-quarter.
- 27 funds opened new Okta positions in Q3 2017 and 17 closed out, a net change of +10 holders.
- The largest Okta buyer in Q3 2017 was Champlain Investment Partners, an estimated $14.9M added.
- The largest Okta seller in Q3 2017 was Hillman Company, an estimated $6.97M sold.
Based on aggregated 13F filings for Q3 2017.