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377 hedge funds and large institutions have $6.37B invested in Okta in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 113 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

120% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 46

35% more capital invested

Capital invested by funds: $4.73B → $6.37B (+$1.64B)

17% more funds holding

Funds holding: 323377 (+54)

12% more repeat investments, than reductions

Existing positions increased: 113 | Existing positions reduced: 101

0.8% more ownership

Funds ownership: 75.2%76.01% (+0.8%)

33% less call options, than puts

Call options by funds: $125M | Put options by funds: $186M

33% less funds holding in top 10

Funds holding in top 10: 1510 (-5)

Holders
377
Holders Change
+54
Holders Change %
+16.72%
% of All Funds
8.16%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
101
Increased
113
Reduced
101
Closed
46
Calls
$125M
Puts
$186M
Net Calls
-$61.3M
Net Calls Change
-$70M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$785M +$17.5M +220,806 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$650M +$16.8M +212,649 +3%
Morgan Stanley
3
Morgan Stanley
New York
$418M +$222M +2,804,898 +124%
BlackRock
4
BlackRock
New York
$377M +$12.1M +152,477 +3%
Allianz Asset Management
5
Allianz Asset Management
Germany
$249M +$28.2M +356,708 +13%
First Trust Advisors
6
First Trust Advisors
Illinois
$221M +$8.48M +107,132 +4%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$194M -$28.1M -355,210 -13%
PI
8
Putnam Investments
Massachusetts
$191M -$1.17M -14,786 -0.6%
GGHC
9
Gilder Gagnon Howe & Co
New York
$173M +$36.2M +457,058 +28%
Alkeon Capital Management
10
Alkeon Capital Management
New York
$161M -$267K -3,375 -0.2%
WRCM
11
Whale Rock Capital Management
Massachusetts
$155M -$123K -1,554 -0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$140M -$47.8M -603,814 -26%
CIP
13
Champlain Investment Partners
Vermont
$123M -$109M -1,379,940 -48%
ZCI
14
Zevenbergen Capital Investments
Washington
$96.6M -$3.7M -46,680 -4%
Renaissance Technologies
15
Renaissance Technologies
New York
$96.5M +$4.03M +50,900 +5%
State Street
16
State Street
Massachusetts
$85.1M -$9.65M -121,886 -11%
Deutsche Bank
17
Deutsche Bank
Germany
$84.6M -$15.1M -191,026 -16%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$83.3M -$4.02M -50,841 -5%
Lord, Abbett & Co
19
Lord, Abbett & Co
New Jersey
$83.2M -$17.6M -221,830 -18%
Holocene Advisors
20
Holocene Advisors
New York
$79.3M +$75.8M +957,950 New
Arrowstreet Capital
21
Arrowstreet Capital
Massachusetts
$77M +$71.8M +907,185 +3,824%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$73.5M +$4.79M +60,500 +7%
Norges Bank
23
Norges Bank
Norway
$68.9M
Two Sigma Advisers
24
Two Sigma Advisers
New York
$67.8M -$9.55M -120,700 -13%
Goldman Sachs
25
Goldman Sachs
New York
$61.9M +$6.68M +84,434 +13%

OKTA Hedge Fund Activity: Q1 2019 in Review

377 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2019, worth a combined $6.37B — up 35% from $4.73B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new OKTA positions and 46 closed out — a net gain of 55 holders — while 113 added to existing stakes and 101 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $222M. The largest seller was Champlain Investment Partners, cutting an estimated $109M.

  • 377 institutional investors held Okta (OKTA) as of Q1 2019, up from 323 in Q4 2018.
  • Funds reported $6.37B of Okta stock for Q1 2019, up 35% quarter-over-quarter.
  • 101 funds opened new Okta positions in Q1 2019 and 46 closed out, a net change of +55 holders.
  • The largest Okta buyer in Q1 2019 was Morgan Stanley, an estimated $222M added.
  • The largest Okta seller in Q1 2019 was Champlain Investment Partners, an estimated $109M sold.

Based on aggregated 13F filings for Q1 2019.