Okta
OKTA
754 hedge funds and large institutions have $26.9B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 298 increasing their positions, 206 reducing their positions, and 94 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 298 | Existing positions reduced: 206
38% more first-time investments, than exits
New positions opened: 130 | Existing positions closed: 94
22% more funds holding in top 10
Funds holding in top 10: 23 → 28 (+5)
3% more funds holding
Funds holding: 732 → 754 (+22)
2.5% more ownership
Funds ownership: 78.32% → 80.82% (+2.5%)
2% less capital invested
Capital invested by funds: $27.4B → $26.9B (-$537M)
47% less call options, than puts
Call options by funds: $943M | Put options by funds: $1.78B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$350M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$254M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$216M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
+$186M |
| 5 |
PCH
Polar Capital Holdings
London,
United Kingdom
|
+$161M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$355M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$337M |
| 3 |
Jennison Associates
New York
|
-$310M |
| 4 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$167M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$95.4M |
OKTA Hedge Fund Activity: Q4 2021 in Review
754 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in Okta (OKTA) for Q4 2021, worth a combined $26.9B — down 2% from $27.4B a quarter earlier.
Buyers outnumbered sellers: 130 funds opened new OKTA positions and 94 closed out — a net gain of 36 holders — while 298 added to existing stakes and 206 trimmed.
The largest buyer was BlackRock, adding an estimated $350M. The largest seller was Morgan Stanley, cutting an estimated $355M.
- 754 institutional investors held Okta (OKTA) as of Q4 2021, up from 732 in Q3 2021.
- Funds reported $26.9B of Okta stock for Q4 2021, down 2% quarter-over-quarter.
- 130 funds opened new Okta positions in Q4 2021 and 94 closed out, a net change of +36 holders.
- The largest Okta buyer in Q4 2021 was BlackRock, an estimated $350M added.
- The largest Okta seller in Q4 2021 was Morgan Stanley, an estimated $355M sold.
Based on aggregated 13F filings for Q4 2021.