Okta
OKTA
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.
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: 100 → 152 (+52)
27.65% more ownership
Funds ownership: 71.05% → 98.7% (+28%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$81.8M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$73.3M |
| 3 |
CIP
Champlain Investment Partners
Burlington,
Vermont
|
+$63.5M |
| 4 |
GCM
Glynn Capital Management
Menlo Park,
California
|
+$63.5M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$52.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$2.67M |
| 2 |
GIPM
G2 Investment Partners Management
New York
|
-$2.26M |
| 3 |
EI
EAM Investors
Solana Beach,
California
|
-$2.18M |
| 4 |
FHAM
Folger Hill Asset Management
New York
|
-$1.41M |
| 5 |
EGM
Engineers Gate Manager
New York
|
-$1.38M |
OKTA Hedge Fund Activity: Q4 2017 in Review
152 of the 4,419 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.