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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
251
Oppenheimer & Co
New York
$2.85M +$814K +3,328 +40%
CIA
252
Capital Impact Advisors
Massachusetts
$2.82M +$2.82M +11,505 New
IAA
253
Independent Advisor Alliance
North Carolina
$2.8M +$309K +1,264 +12%
NAM
254
Nissay Asset Management
Japan
$2.79M -$79.8K -326 -3%
Primecap Management
255
Primecap Management
California
$2.74M – – –
CIM
256
Coastal Investment Management
California
$2.72M +$2.72M +11,122 New
KAS
257
Kestra Advisory Services
Texas
$2.7M -$213K -869 -7%
WMSA
258
Weiss Multi-Strategy Advisers
New York
$2.68M +$2.26M +9,234 +542%
TFA
259
Teamwork Financial Advisors
Texas
$2.64M -$88.1K -360 -3%
BS
260
Banco Santander
Spain
$2.64M -$913K -3,731 -26%
VIA
261
Vident Investment Advisory
Georgia
$2.61M +$613K +2,506 +31%
Aberdeen Group
262
Aberdeen Group
United Kingdom
$2.58M -$457K -1,866 -15%
UCMOK
263
United Capital Management of KS
Kansas
$2.56M +$46.7K +191 +2%
TI
264
Trexquant Investment
Connecticut
$2.54M +$2.54M +10,361 New
ISWM
265
Independent Solutions Wealth Management
New York
$2.52M -$75.4K -308 -3%
CC
266
Codex Capital
New York
$2.51M +$415K +1,700 +20%
VR
267
Viridian RIA
Washington
$2.5M -$2.22M – –
SCM
268
Shelton Capital Management
Colorado
$2.48M -$2.48M -10,135 -50%
JG
269
Jefferies Group
New York
$2.48M +$1.97M +8,051 +390%
AA
270
ALPS Advisors
Colorado
$2.47M +$349K +1,428 +16%
PMAM
271
Penn Mutual Asset Management
Pennsylvania
$2.46M +$2.46M +10,032 New
AIM
272
Achmea Investment Management
Netherlands
$2.45M – – –
FCM
273
Firsthand Capital Management
California
$2.45M – – –
Man Group
274
Man Group
United Kingdom
$2.4M -$1.12M -4,559 -32%
Comerica Bank
275
Comerica Bank
Texas
$2.37M +$34.4K +149 +1%
9 10
11
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