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Okta
OKTA

Overview Fund Activity

272 hedge funds and large institutions have $3.25B invested in Okta in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 102 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% of All Funds
6.24%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
82
Increased
102
Reduced
58
Closed
37
Calls
$56.8M
Puts
$47.2M
Net Calls
+$9.62M
Net Calls Change
+$2.27M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$341M
2
First Trust Advisors
First Trust Advisors
Illinois
$115M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
4
BlackRock
BlackRock
New York
$192M
5
Deutsche Bank
Deutsche Bank
Germany
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$191M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.83M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$81.7M
4
LSCM
Light Street Capital Management
California
$0
5
Millennium Management
Millennium Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
JA
251
JOYN Advisors
Georgia
$11K +$11K +225 New
NSIM
252
North Star Investment Management
Illinois
$10K – – –
MCM
253
Mainstay Capital Management
Michigan
$10K – – –
HLA
254
Hamilton Lane Advisors
Pennsylvania
$9K -$5.29K -110,441 -37%
VFA
255
Valeo Financial Advisors
Indiana
$9K +$5.77K +107 +178%
AWM
256
Avior Wealth Management
Nebraska
$8K – – –
Fifth Third Bancorp
257
Fifth Third Bancorp
Ohio
$8K +$8K +168 New
OAJ
258
Ogorek Anthony Joseph
New York
$7K +$7K +150 New
WCAMG
259
Woodard & Company Asset Management Group
North Carolina
$5.04K +$5.04K +100 New
AF
260
Advisornet Financial
Minnesota
$5K -$10K -200 -67%
TFA
261
Toth Financial Advisory
Virginia
$5K – – –
TC
262
Trilogy Capital
California
$5K – – –
CTB
263
Country Trust Bank
Illinois
$5K +$5K +100 New
CCMW
264
Cypress Capital Management (Wyoming)
Wyoming
$4K – – –
CI
265
Cowen Inc
New York
$3.48K +$3.48K +69,139 New
PA
266
Perennial Advisors
New York
$3K – – –
PO
267
Private Ocean
California
$3K – – –
GFP
268
Gryphon Financial Partners
Ohio
$3K +$3K +50 New
MIM
269
Macroview Investment Management
Maryland
$3K +$3K +67 New
BFC
270
Bedel Financial Consulting
Indiana
$2K +$2K +45 New
PMFA
271
Plante Moran Financial Advisors
Michigan
$1K +$1K +10 New
EMG
272
ETF Managers Group
New Jersey
$42 +$42 +291,623 New
LSCM
273
Light Street Capital Management
California
– -$28.6M -718,000 Closed
MCM
274
Moore Capital Management
New York
– -$12M -300,000 Closed
HAM
275
Honeycomb Asset Management
New York
– -$12M -300,000 Closed
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