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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Asset Management
251
CIBC Asset Management
Ontario, Canada
$3.48M +$2.37M +9,340 +215%
KCM
252
Karp Capital Management
California
$3.4M -$249K -980 -7%
BRWA
253
B. Riley Wealth Advisors
Florida
$3.32M -$113K -446 -3%
DM
254
Diker Management
New York
$3.31M – – –
AIA
255
Affinity Investment Advisors
California
$3.22M +$3.22M +12,670 New
SMFG
256
Sumitomo Mitsui Financial Group
Japan
$3.18M -$3.74M -14,272 -54%
BCI
257
Brinker Capital Investments
Pennsylvania
$3.16M +$1.5M +5,910 +90%
UCMOK
258
United Capital Management of KS
Kansas
$3.16M +$164K +647 +5%
NAM
259
Nissay Asset Management
Japan
$3.06M +$89.5K +352 +3%
X
260
Xponance
Pennsylvania
$3.05M +$16.5K +65 +0.5%
TFA
261
Teamwork Financial Advisors
Texas
$3M +$279K +1,097 +10%
II
262
IFM Investors
Australia
$2.92M +$530K +2,083 +22%
MIFH
263
Migdal Insurance & Financial Holdings
Israel
$2.89M +$232K +892 +9%
ASN
264
Advisory Services Network
Georgia
$2.85M +$2.07M +8,137 +265%
DSAM
265
Dock Street Asset Management
Florida
$2.84M – – –
Northwestern Mutual Wealth Management
266
Northwestern Mutual Wealth Management
Wisconsin
$2.83M +$458K +1,800 +19%
CWM
267
CIBC World Markets
New York
$2.73M +$2.73M +10,724 New
KAS
268
Kestra Advisory Services
Texas
$2.72M +$2.7M +10,346 +10,045%
Comerica Bank
269
Comerica Bank
Texas
$2.71M -$636K -2,409 -19%
Primecap Management
270
Primecap Management
California
$2.61M +$140K +550 +6%
CWM
271
Cordatus Wealth Management
Pennsylvania
$2.59M -$94.8K -373 -4%
BS
272
Banco Santander
Spain
$2.59M +$436K +1,714 +20%
TI
273
Trexquant Investment
Connecticut
$2.57M +$838K +3,294 +48%
AIM
274
Achmea Investment Management
Netherlands
$2.55M – – –
FCM
275
Firsthand Capital Management
California
$2.54M – – –
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