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720 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 167 funds opening new positions, 289 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 52

86% more repeat investments, than reductions

Existing positions increased: 289 | Existing positions reduced: 155

38% more funds holding in top 10

Funds holding in top 10: 1318 (+5)

21% more capital invested

Capital invested by funds: $21.2B → $25.6B (+$4.39B)

18% more funds holding

Funds holding: 611720 (+109)

1.37% less ownership

Funds ownership: 82.92%81.55% (-1.4%)

23% less call options, than puts

Call options by funds: $971M | Put options by funds: $1.27B

Holders
720
Holders Change
+109
Holders Change %
+17.84%
% of All Funds
12.74%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
167
Increased
289
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.81B +$78.7M +331,097 +3%
BlackRock
2
BlackRock
New York
$2.42B +$156M +658,079 +7%
Morgan Stanley
3
Morgan Stanley
New York
$2.36B -$846M -3,558,149 -28%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$2.27B -$108M -452,506 -5%
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$754M -$288M -1,210,300 -29%
Allianz Asset Management
6
Allianz Asset Management
Germany
$642M +$53.7M +226,009 +10%
KBC Group
7
KBC Group
Belgium
$625M +$9.9M +41,644 +10%
State Street
8
State Street
Massachusetts
$618M +$935K +3,934 +0.2%
First Trust Advisors
9
First Trust Advisors
Illinois
$492M -$19.6M -82,642 -4%
Franklin Resources
10
Franklin Resources
California
$491M +$19.8M +83,104 +4%
Sands Capital Management
11
Sands Capital Management
Virginia
$471M -$4.41M -18,542 -1%
Capital International Investors
12
Capital International Investors
California
$460M +$323M +1,359,449 +303%
SM
13
SCGE Management
California
$397M
JP Morgan Chase
14
JP Morgan Chase
New York
$372M -$91.8M -386,318 -21%
GGHC
15
Gilder Gagnon Howe & Co
New York
$358M -$24M -100,990 -7%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$351M +$21.4M +89,851 +7%
Alkeon Capital Management
17
Alkeon Capital Management
New York
$330M +$417K +1,753 +0.1%
Norges Bank
18
Norges Bank
Norway
$267M +$13.2M +55,328 +6%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$258M +$24M +101,052 +11%
ZCI
20
Zevenbergen Capital Investments
Washington
$214M -$14.3M -60,284 -7%
N
21
Nuveen
North Carolina
$214M +$65.2M +274,260 +48%
Legal & General Group
22
Legal & General Group
United Kingdom
$205M +$14.1M +59,520 +8%
Northern Trust
23
Northern Trust
Illinois
$193M +$3.19M +13,403 +2%
Arrowstreet Capital
24
Arrowstreet Capital
Massachusetts
$188M +$31.3M +131,535 +22%
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$177M +$3.79M +15,933 +2%

OKTA Hedge Fund Activity: Q4 2020 in Review

720 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2020, worth a combined $25.6B — up 21% from $21.2B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new OKTA positions and 52 closed out — a net gain of 115 holders — while 289 added to existing stakes and 155 trimmed.

The largest buyer was Capital International Investors, adding an estimated $323M. The largest seller was Morgan Stanley, cutting an estimated $846M.

  • 720 institutional investors held Okta (OKTA) as of Q4 2020, up from 611 in Q3 2020.
  • Funds reported $25.6B of Okta stock for Q4 2020, up 21% quarter-over-quarter.
  • 167 funds opened new Okta positions in Q4 2020 and 52 closed out, a net change of +115 holders.
  • The largest Okta buyer in Q4 2020 was Capital International Investors, an estimated $323M added.
  • The largest Okta seller in Q4 2020 was Morgan Stanley, an estimated $846M sold.

Based on aggregated 13F filings for Q4 2020.