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445 hedge funds and large institutions have $10.1B invested in Okta in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 144 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 123 | Existing positions closed: 47

70% more funds holding in top 10

Funds holding in top 10: 1017 (+7)

59% more capital invested

Capital invested by funds: $6.37B → $10.1B (+$3.76B)

22% more call options, than puts

Call options by funds: $351M | Put options by funds: $287M

18% more funds holding

Funds holding: 377445 (+68)

2.9% more ownership

Funds ownership: 76.01%78.91% (+2.9%)

10% more repeat investments, than reductions

Existing positions increased: 144 | Existing positions reduced: 131

Holders
445
Holders Change
+68
Holders Change %
+18.04%
% of All Funds
9.67%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.37%
New
123
Increased
144
Reduced
131
Closed
47
Calls
$351M
Puts
$287M
Net Calls
+$64.4M
Net Calls Change
+$126M
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.37B +$175M +1,615,294 +17%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.16B +$166M +1,527,751 +19%
BlackRock
3
BlackRock
New York
$828M +$233M +2,151,441 +47%
Morgan Stanley
4
Morgan Stanley
New York
$423M -$178M -1,637,018 -32%
First Trust Advisors
5
First Trust Advisors
Illinois
$329M -$846K -7,795 -0.3%
Allianz Asset Management
6
Allianz Asset Management
Germany
$266M -$92.7M -854,221 -28%
GGHC
7
Gilder Gagnon Howe & Co
New York
$258M -$660K -6,078 -0.3%
Alkeon Capital Management
8
Alkeon Capital Management
New York
$255M +$12.6M +116,000 +6%
State Street
9
State Street
Massachusetts
$254M +$112M +1,028,564 +100%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$248M -$37.3M -343,272 -15%
Sands Capital Management
11
Sands Capital Management
Virginia
$239M +$210M +1,938,689 New
WRCM
12
Whale Rock Capital Management
Massachusetts
$231M -$74.9K -690 -0%
PI
13
Putnam Investments
Massachusetts
$182M -$90.1M -830,591 -36%
JP Morgan Chase
14
JP Morgan Chase
New York
$164M -$39M -359,071 -21%
Norges Bank
15
Norges Bank
Norway
$146M +$38M +350,000 +42%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$144M +$30M +276,000 +31%
SM
17
SCGE Management
California
$143M +$87.6M +807,174 +230%
ZCI
18
Zevenbergen Capital Investments
Washington
$130M -$12.5M -115,218 -10%
Coatue Management
19
Coatue Management
New York
$125M +$77.2M +711,032 +234%
CIP
20
Champlain Investment Partners
Vermont
$122M -$54M -497,845 -33%
Renaissance Technologies
21
Renaissance Technologies
New York
$121M -$20.4M -187,900 -16%
Goldman Sachs
22
Goldman Sachs
New York
$98M +$4.99M +45,953 +6%
Lord, Abbett & Co
23
Lord, Abbett & Co
New Jersey
$90.2M -$29.9M -275,385 -27%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$86.7M -$33.1M -305,175 -30%
Deutsche Bank
25
Deutsche Bank
Germany
$79M -$41.6M -383,319 -37%

OKTA Hedge Fund Activity: Q2 2019 in Review

445 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2019, worth a combined $10.1B — up 59% from $6.37B a quarter earlier.

Buyers outnumbered sellers: 123 funds opened new OKTA positions and 47 closed out — a net gain of 76 holders — while 144 added to existing stakes and 131 trimmed.

The largest buyer was BlackRock, adding an estimated $233M. The largest seller was Morgan Stanley, cutting an estimated $178M.

  • 445 institutional investors held Okta (OKTA) as of Q2 2019, up from 377 in Q1 2019.
  • Funds reported $10.1B of Okta stock for Q2 2019, up 59% quarter-over-quarter.
  • 123 funds opened new Okta positions in Q2 2019 and 47 closed out, a net change of +76 holders.
  • The largest Okta buyer in Q2 2019 was BlackRock, an estimated $233M added.
  • The largest Okta seller in Q2 2019 was Morgan Stanley, an estimated $178M sold.

Based on aggregated 13F filings for Q2 2019.