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Okta
OKTA

Overview Fund Activity

463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$785M
3
Fidelity International
3
Fidelity International
Bermuda
$209M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$313M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.16B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$161M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.4M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AP
251
Appleton Partners
Massachusetts
$780K 6,762 – –
AA
252
ALPS Advisors
Colorado
$772K 6,693 +178 +3%
MIFH
253
Migdal Insurance & Financial Holdings
Israel
$762K 6,602 +6,602 New
FMT
254
First Mercantile Trust
Tennessee
$756K 6,550 -1,750 -21%
AI
255
AdvisorShares Investments
Maryland
$746K 6,468 +6,468 New
DWA
256
Dorsey Wright & Associates
California
$746K 6,468 +6,468 New
GC
257
Guggenheim Capital
Illinois
$742K 6,435 -2,679 -29%
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$740K 6,424 +91 +1%
SWRP
259
Summit Wealth & Retirement Planning
California
$731K 6,335 +6,335 New
FCM
260
Frontier Capital Management
Massachusetts
$718K 6,223 -5,917 -49%
NL
261
NVWM LLC
Pennsylvania
$696K 6,031 -2,708 -31%
CBA
262
Coastal Bridge Advisors
Connecticut
$691K 5,992 – –
SF
263
Synovus Financial
Georgia
$689K 5,972 +184 +3%
AF
264
Advisornet Financial
Minnesota
$680K 5,892 +710 +14%
FAM
265
Fred Alger Management
New York
$664K 5,753 -1,255 -18%
PFS
266
Prospera Financial Services
Texas
$662K 5,741 +775 +16%
PL
267
Parkwood LLC
Ohio
$649K 5,626 -2,727 -33%
SMDAM
268
Sumitomo Mitsui DS Asset Management
Japan
$649K 5,632 – –
Truist Financial
269
Truist Financial
North Carolina
$648K 5,612 +5,612 New
MIH
270
Meitav Investment House
Israel
$647K 5,609 +503 +10%
Janney Montgomery Scott
271
Janney Montgomery Scott
Pennsylvania
$640K 5,546 +654 +13%
SW
272
SkyOak Wealth
Michigan
$638K 5,530 +5,530 New
DILIC
273
Dai-ichi Life Insurance Company
Japan
$625K 5,419 +238 +5%
MML Investors Services
274
MML Investors Services
Massachusetts
$621K 5,382 +840 +18%
NC
275
NewSquare Capital
Pennsylvania
$594K 5,150 +5,150 New
9 10
11
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