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152 hedge funds and large institutions have $1.02B invested in Okta in 2017 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 55 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

588% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 8

373% more call options, than puts

Call options by funds: $8.89M | Put options by funds: $1.88M

226% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 23

165% more capital invested

Capital invested by funds: $387M → $1.02B (+$637M)

52% more funds holding

Funds holding: 100152 (+52)

27.65% more ownership

Funds ownership: 71.05%98.7% (+28%)

Holders
152
Holders Change
+52
Holders Change %
+52%
% of All Funds
3.45%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
% of All Funds
0.2%
New
75
Increased
55
Reduced
8
Closed
23
Calls
$8.89M
Puts
$1.88M
Net Calls
+$7.01M
Net Calls Change
+$4.94M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$103M +$73.3M +2,621,552 +190%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$94.1M +$81.8M +2,926,262 +391%
CIP
3
Champlain Investment Partners
Vermont
$73.2M +$63.5M +2,272,290 +387%
GCM
4
Glynn Capital Management
California
$60M +$63.5M +2,270,623 +3,126%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$54.2M +$52.2M +1,866,407 +749%
JCAM
6
Jericho Capital Asset Management
New York
$43.2M +$47.1M +1,685,399 New
Vanguard Group
7
Vanguard Group
Pennsylvania
$42.7M +$14.2M +506,371 +44%
BlackRock
8
BlackRock
New York
$40.4M +$8.65M +309,147 +24%
JP Morgan Chase
9
JP Morgan Chase
New York
$38.5M +$13.8M +493,681 +49%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$35.5M +$28M +1,002,896 +261%
PI
11
Putnam Investments
Massachusetts
$32.5M +$26.9M +962,154 +313%
Allianz Asset Management
12
Allianz Asset Management
Germany
$23.2M +$23.9M +853,155 +1,665%
GGHC
13
Gilder Gagnon Howe & Co
New York
$19.5M +$467K +16,694 +2%
LSCM
14
Light Street Capital Management
California
$17.9M +$19.6M +700,000 New
MCM
15
Moore Capital Management
New York
$17.1M +$18.6M +665,865 New
Morgan Stanley
16
Morgan Stanley
New York
$14.9M +$7.78M +278,333 +92%
HLA
17
Hamilton Lane Advisors
Pennsylvania
$13.3M +$14.5M +518,772 New
Capital World Investors
18
Capital World Investors
California
$12.8M
State Street
19
State Street
Massachusetts
$12.6M +$9.02M +322,481 +189%
Citadel Advisors
20
Citadel Advisors
Florida
$12.3M +$11.5M +411,288 +605%
Millennium Management
21
Millennium Management
New York
$11.2M +$12.2M +436,493 New
Capital Research Global Investors
22
Capital Research Global Investors
California
$11.2M
TAM
23
Telemark Asset Management
Massachusetts
$10.2M
UOC
24
UBS O'Connor
Illinois
$10M +$10.9M +391,298 New
CMG
25
Cavalry Management Group
California
$9.49M +$10.4M +370,578 New

OKTA Hedge Fund Activity: Q4 2017 in Review

152 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2017, worth a combined $1.02B — up 165% from $387M a quarter earlier.

Buyers outnumbered sellers: 75 funds opened new OKTA positions and 23 closed out — a net gain of 52 holders — while 55 added to existing stakes and 8 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $81.8M. The largest seller was Whale Rock Capital Management, exiting entirely with an estimated $2.67M sold.

  • 152 institutional investors held Okta (OKTA) as of Q4 2017, up from 100 in Q3 2017.
  • Funds reported $1.02B of Okta stock for Q4 2017, up 165% quarter-over-quarter.
  • 75 funds opened new Okta positions in Q4 2017 and 23 closed out, a net change of +52 holders.
  • The largest Okta buyer in Q4 2017 was Fidelity Investments, an estimated $81.8M added.
  • The largest Okta seller in Q4 2017 was Whale Rock Capital Management, an estimated $2.67M sold.

Based on aggregated 13F filings for Q4 2017.