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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
Assenagon Asset Management
251
Assenagon Asset Management
Luxembourg
$2.4M -$21.2M -96,363 -90%
PCIG
252
Partners Capital Investment Group
Massachusetts
$2.35M +$623K +2,826 +36%
ISWM
253
Independent Solutions Wealth Management
New York
$2.34M +$173K +787 +8%
SO
254
STRS Ohio
Ohio
$2.32M +$361K +1,636 +18%
UCMOK
255
United Capital Management of KS
Kansas
$2.26M -$478K -2,168 -17%
IAA
256
Independent Advisor Alliance
North Carolina
$2.24M +$1.19M +5,392 +113%
VR
257
Viridian RIA
Washington
$2.22M -$2.54M -9,983 Closed
AIM
258
Achmea Investment Management
Netherlands
$2.21M – – –
ACM
259
Alight Capital Management
New York
$2.2M -$2.2M -10,000 -50%
FCM
260
Firsthand Capital Management
California
$2.2M – – –
CWM
261
Cordatus Wealth Management
Pennsylvania
$2.13M -$115K -523 -5%
FMT
262
First Mercantile Trust
Tennessee
$2.12M -$59.8K -271 -3%
AC
263
Athanor Capital
New York
$2.06M -$2.16M -9,806 -51%
SWM
264
Spire Wealth Management
Virginia
$2.05M +$2.05M +9,374 New
BBVA
265
Banco Bilbao Vizcaya Argentaria
Spain
$2.03M +$253K +1,174 +14%
DACG
266
Donor Advised Charitable Giving
California
$2.03M – – –
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$2.03M +$218K +872 +12%
Cerity Partners
268
Cerity Partners
New York
$2.02M +$1.26M +5,708 +165%
PHK
269
Point72 Hong Kong
Hong Kong
$2.02M -$1.76M -7,972 -47%
BM
270
Brandywine Managers
Delaware
$2M – – –
JPMPWA
271
J.P. Morgan Private Wealth Advisors
California
$1.99M -$1.45M -6,572 -42%
BF
272
BOK Financial
Oklahoma
$1.97M +$894K +4,056 +83%
AIC
273
Ameritas Investment Company
Nebraska
$1.97M +$1.97M +8,943 New
PNC Financial Services Group
274
PNC Financial Services Group
Pennsylvania
$1.97M +$191K +868 +11%
IEFM
275
IQ EQ Fund Management
Ireland
$1.95M +$717K +3,255 +58%
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