OKTA icon

Okta
OKTA

Overview Fund Activity

311 hedge funds and large institutions have $4.83B invested in Okta in 2018 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 104 increasing their positions, 95 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
311
Holders Change
+39
Holders Change %
+14.34%
% of All Funds
7.12%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.21%
New
67
Increased
104
Reduced
95
Closed
27
Calls
$60.5M
Puts
$50.1M
Net Calls
+$10.4M
Net Calls Change
+$774K

Top Buyers

1
WRCM
Whale Rock Capital Management
Massachusetts
+$159M
2
Renaissance Technologies
Renaissance Technologies
New York
+$87.4M
3
Fidelity International
Fidelity International
Bermuda
+$75.9M
4
First Trust Advisors
First Trust Advisors
Illinois
+$55.8M
5
Morgan Stanley
Morgan Stanley
New York
+$52.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$109M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$97.6M
3
GCM
Glynn Capital Management
California
-$61.8M
4
PI
Putnam Investments
Massachusetts
-$40.7M
5
Goldman Sachs
Goldman Sachs
New York
-$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
APA
251
American Portfolios Advisors
New York
$180K -$18.1K -257 -9%
SWP
252
Stratos Wealth Partners
Ohio
$147K +$147K +2,096 New
AIG
253
American International Group
New York
$146K – – –
PNC Financial Services Group
254
PNC Financial Services Group
Pennsylvania
$132K +$3.34K +47 +3%
Northwestern Mutual Wealth Management
255
Northwestern Mutual Wealth Management
Wisconsin
$118K +$118K +1,670 New
SWM
256
SeaCrest Wealth Management
New York
$91K – – –
MWM
257
Mascoma Wealth Management
New Hampshire
$84K – – –
FFW
258
Fusion Family Wealth
New York
$73K +$27.9K +398 +62%
RE
259
RBC Europe
United Kingdom
$70.4K – – –
S
260
SignatureFD
Georgia
$70K – – –
BG
261
Bollard Group
Massachusetts
$70K +$70K +1,000 New
FHB
262
First Hawaiian Bank
Hawaii
$69K +$69K +975 New
SPIA
263
Steward Partners Investment Advisory
New York
$68K -$47.7K -675 -41%
FANJ
264
Financial Architects (New Jersey)
New Jersey
$53K -$7.01K -100 -12%
CFD
265
Creative Financial Designs
Indiana
$53K -$3.53K -50 -6%
HTC
266
Hershey Trust Company
Pennsylvania
$51K +$51K +718 New
DBT
267
Dubuque Bank & Trust
Iowa
$47K +$47K +670 New
ASN
268
Advisory Services Network
Georgia
$44K +$6.08K +87 +16%
RWA
269
Ropes Wealth Advisors
Massachusetts
$42K +$21K +298 +100%
MYIA
270
Mount Yale Investment Advisors
Colorado
$41K -$4.82K -76 -11%
GEA
271
Glen Eagle Advisors
New Jersey
$38.7K +$10.2K +145 +36%
SHJ
272
Sharkey, Howes & Javer
Colorado
$32K +$3.63K +52 +13%
AA
273
Ancora Advisors
Ohio
$30K +$30K +425 New
MPWT
274
MassMutual Private Wealth & Trust
Connecticut
$30K – – –
TDC
275
Thompson Davis & Co
Virginia
$26K -$23.2K -330 -47%
9 10
11
12 13