Okta
OKTA
700 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 270 increasing their positions, 198 reducing their positions, and 82 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 15 → 24 (+9)
38% more first-time investments, than exits
New positions opened: 113 | Existing positions closed: 82
36% more repeat investments, than reductions
Existing positions increased: 270 | Existing positions reduced: 198
22% more capital invested
Capital invested by funds: $22.4B → $27.4B (+$4.96B)
7.04% more ownership
Funds ownership: 82.75% → 89.79% (+7%)
3% more funds holding
Funds holding: 677 → 700 (+23)
23% less call options, than puts
Call options by funds: $926M | Put options by funds: $1.2B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$743M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$366M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$239M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$226M |
| 5 |
MCAV
Meritech Capital Associates V
Palo Alto,
California
|
+$221M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$527M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$319M |
| 3 |
Alkeon Capital Management
New York
|
-$145M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$103M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$93.7M |
OKTA Hedge Fund Activity: Q2 2021 in Review
700 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q2 2021, worth a combined $27.4B — up 22% from $22.4B a quarter earlier.
Buyers outnumbered sellers: 113 funds opened new OKTA positions and 82 closed out — a net gain of 31 holders — while 270 added to existing stakes and 198 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $743M. The largest seller was Fidelity Investments, cutting an estimated $527M.
- 700 institutional investors held Okta (OKTA) as of Q2 2021, up from 677 in Q1 2021.
- Funds reported $27.4B of Okta stock for Q2 2021, up 22% quarter-over-quarter.
- 113 funds opened new Okta positions in Q2 2021 and 82 closed out, a net change of +31 holders.
- The largest Okta buyer in Q2 2021 was T. Rowe Price Associates, an estimated $743M added.
- The largest Okta seller in Q2 2021 was Fidelity Investments, an estimated $527M sold.
Based on aggregated 13F filings for Q2 2021.