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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
BS
226
Banco Santander
Spain
$3.2M +$951K +4,312 +42%
Man Group
227
Man Group
United Kingdom
$3.17M -$3.03M -13,759 -49%
Principal Financial Group
228
Principal Financial Group
Iowa
$3.11M -$378K -1,714 -11%
CIBC World Market
229
CIBC World Market
Ontario, Canada
$3.08M -$1.61M -7,305 -34%
II
230
IFM Investors
Australia
$3M +$470K +2,132 +19%
JSA
231
Jacobson & Schmitt Advisors
Wisconsin
$2.99M -$145K -656 -5%
ASN
232
Advisory Services Network
Georgia
$2.95M +$482K +2,186 +20%
Connor, Clark & Lunn Investment Management (CC&L)
233
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$2.92M +$1.51M +6,842 +107%
SP
234
Sarasin & Partners
United Kingdom
$2.83M +$2.83M +12,838 New
Comerica Bank
235
Comerica Bank
Texas
$2.83M -$41.1K -147 -1%
APG Asset Management
236
APG Asset Management
Netherlands
$2.83M -$33.8M -180,008 -92%
AQR Capital Management
237
AQR Capital Management
Connecticut
$2.82M -$3.21M -14,658 -53%
JCM
238
JS Capital Management
New York
$2.82M +$2.82M +12,800 New
AIA
239
Affinity Investment Advisors
California
$2.8M +$4.19K +19 +0.1%
Aberdeen Group
240
Aberdeen Group
United Kingdom
$2.74M -$1.44M -6,517 -34%
MIFH
241
Migdal Insurance & Financial Holdings
Israel
$2.73M +$283K +1,282 +12%
X
242
Xponance
Pennsylvania
$2.67M +$26.7K +121 +1%
KAS
243
Kestra Advisory Services
Texas
$2.63M +$324K +1,471 +14%
SBH
244
Segall Bryant & Hamill
Illinois
$2.59M +$2.59M +11,748 New
NAM
245
Nissay Asset Management
Japan
$2.59M -$65.7K -298 -2%
AC
246
Avestar Capital
New York
$2.48M -$118K -417 -5%
BZWA
247
Blue Zone Wealth Advisors
California
$2.48M +$526K +2,385 +27%
Primecap Management
248
Primecap Management
California
$2.47M +$209K +950 +9%
TFA
249
Teamwork Financial Advisors
Texas
$2.46M -$140K -634 -5%
DSAM
250
Dock Street Asset Management
Florida
$2.46M – – –
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10
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