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500 hedge funds and large institutions have $11.5B invested in Okta in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 184 increasing their positions, 159 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

80% more first-time investments, than exits

New positions opened: 92 | Existing positions closed: 51

16% more repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 159

9% more capital invested

Capital invested by funds: $10.5B → $11.5B (+$988M)

8% more funds holding

Funds holding: 463500 (+37)

1.57% more ownership

Funds ownership: 80.76%82.33% (+1.6%)

47% less call options, than puts

Call options by funds: $372M | Put options by funds: $696M

Holders
500
Holders Change
+37
Holders Change %
+7.99%
% of All Funds
11.02%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.24%
New
92
Increased
184
Reduced
159
Closed
51
Calls
$372M
Puts
$696M
Net Calls
-$323M
Net Calls Change
-$248M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$1.35B +$49.7M +395,715 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.27B +$36.2M +288,410 +3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.19B -$10.9M -86,553 -0.9%
BlackRock
4
BlackRock
New York
$940M +$2.87M +22,883 +0.3%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$707M -$129M -1,026,364 -15%
Allianz Asset Management
6
Allianz Asset Management
Germany
$332M +$596K +4,746 +0.2%
First Trust Advisors
7
First Trust Advisors
Illinois
$286M -$11.7M -93,236 -4%
State Street
8
State Street
Massachusetts
$275M +$5.85M +46,637 +2%
WRCM
9
Whale Rock Capital Management
Massachusetts
$228M -$182K -1,451 -0.1%
Sands Capital Management
10
Sands Capital Management
Virginia
$224M +$1.04M +8,256 +0.5%
GGHC
11
Gilder Gagnon Howe & Co
New York
$211M -$14.5M -115,350 -6%
Alkeon Capital Management
12
Alkeon Capital Management
New York
$195M +$25.1M +200,000 +14%
Fidelity International
13
Fidelity International
Bermuda
$193M -$29.1M -232,249 -13%
SM
14
SCGE Management
California
$175M +$34.3M +273,435 +24%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$155M -$3.9M -31,043 -2%
Goldman Sachs
16
Goldman Sachs
New York
$155M +$73.9M +588,701 +87%
JP Morgan Chase
17
JP Morgan Chase
New York
$138M -$23.8M -189,812 -14%
Franklin Resources
18
Franklin Resources
California
$124M +$63.1M +502,817 +98%
CIP
19
Champlain Investment Partners
Vermont
$119M +$29M +231,415 +31%
Norges Bank
20
Norges Bank
Norway
$117M +$462K +3,682 +0.4%
ZCI
21
Zevenbergen Capital Investments
Washington
$107M +$1.65M +13,163 +2%
Legal & General Group
22
Legal & General Group
United Kingdom
$90.5M +$4.23M +33,743 +5%
Northern Trust
23
Northern Trust
Illinois
$88.5M +$3.94M +31,394 +5%
Wells Fargo
24
Wells Fargo
California
$86.2M +$114K +906 +0.1%
SI
25
SQN Investors
California
$84.2M +$40.2M +320,639 +87%

OKTA Hedge Fund Activity: Q1 2020 in Review

500 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q1 2020, worth a combined $11.5B — up 9.4% from $10.5B a quarter earlier.

Buyers outnumbered sellers: 92 funds opened new OKTA positions and 51 closed out — a net gain of 41 holders — while 184 added to existing stakes and 159 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $73.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $129M.

  • 500 institutional investors held Okta (OKTA) as of Q1 2020, up from 463 in Q4 2019.
  • Funds reported $11.5B of Okta stock for Q1 2020, up 9.4% quarter-over-quarter.
  • 92 funds opened new Okta positions in Q1 2020 and 51 closed out, a net change of +41 holders.
  • The largest Okta buyer in Q1 2020 was Goldman Sachs, an estimated $73.9M added.
  • The largest Okta seller in Q1 2020 was T. Rowe Price Associates, an estimated $129M sold.

Based on aggregated 13F filings for Q1 2020.