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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$757M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.7M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
DMC
4
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MIFH
226
Migdal Insurance & Financial Holdings
Israel
$1.8M -$63.4K -694 -3%
BOSSRA
227
B.O.S.S. Retirement Advisors
Utah
$1.8M -$23.2K -256 -1%
II
228
Inspire Investing
Idaho
$1.8M +$28.3K +313 +2%
DT
229
Diversified Trust
Tennessee
$1.78M -$62.4K -689 -3%
Balyasny Asset Management
230
Balyasny Asset Management
Illinois
$1.77M +$107K +1,177 +6%
MCM
231
Maytus Capital Management
New York
$1.77M +$1.77M +19,500 New
RWP
232
RWA Wealth Partners
Massachusetts
$1.76M – – –
FWIA
233
Fort Washington Investment Advisors
Ohio
$1.71M – – –
RFM
234
Royal Fund Management
Florida
$1.69M -$1.04M -11,500 -38%
BCIM
235
British Columbia Investment Management
British Columbia, Canada
$1.63M +$358K +3,952 +28%
LAM
236
LECAP Asset Management
United Kingdom
$1.62M +$1.62M +17,857 New
NAM
237
Nissay Asset Management
Japan
$1.61M -$19.8K -219 -1%
Allianz Asset Management
238
Allianz Asset Management
Germany
$1.58M -$433K -4,787 -21%
Cerity Partners
239
Cerity Partners
New York
$1.49M +$1.46M +3,121,809 +6,192%
SIG
240
Stonegate Investment Group
Alabama
$1.49M – – –
KIA
241
Knollwood Investment Advisory
Maryland
$1.47M -$5.07K -56 -0.3%
PP
242
PDT Partners
New York
$1.46M +$480K +5,300 +49%
DC
243
Davenport & Co
Virginia
$1.43M -$119K -1,320 -8%
VA
244
Vident Advisory
Georgia
$1.4M +$241K +2,662 +21%
SS
245
Simplicity Solutions
Minnesota
$1.38M -$1.59M -17,610 -54%
BFG
246
Bleakley Financial Group
New Jersey
$1.38M -$1.59M -17,610 -54%
PA
247
Profund Advisors
Maryland
$1.38M +$116K +1,285 +9%
GC
248
Gilbert & Cook
Iowa
$1.38M +$242K +2,676 +21%
BFEC
249
Benjamin F. Edwards & Company
Missouri
$1.37M +$17.1K +189 +1%
Janus Henderson Group
250
Janus Henderson Group
United Kingdom
$1.37M -$9.96K -110 -0.7%
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