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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.09B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
4
SEP
Soma Equity Partners
California
$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$47.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
$363M
3
Jennison Associates
Jennison Associates
New York
$272M
4
AM
Atreides Management
Massachusetts
$0
5
Holocene Advisors
Holocene Advisors
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity International
251
Fidelity International
Bermuda
$2.26M -$315K -2,090 -12%
JSA
252
Jacobson & Schmitt Advisors
Wisconsin
$2.21M +$42.9K +284 +2%
BRWA
253
B. Riley Wealth Advisors
Florida
$2.2M -$52.7K -349 -2%
BZWA
254
Blue Zone Wealth Advisors
California
$2.18M +$203K +1,344 +10%
X
255
Xponance
Pennsylvania
$2.18M +$19.9K +132 +0.9%
CA
256
Cullinan Associates
Kentucky
$2.17M – – –
AB
257
Amalgamated Bank
New York
$2.16M +$475K +3,147 +28%
AF
258
Amalgamated Financial
New York
$2.16M +$2.16M +14,334 New
PP
259
Paloma Partners
Connecticut
$2.16M -$2.78M -18,422 -56%
Cambridge Investment Research Advisors
260
Cambridge Investment Research Advisors
Iowa
$2.13M -$841K -5,571 -28%
KC
261
Knuff & Co
California
$2.11M -$332K -2,199 -14%
Schroder Investment Management Group
262
Schroder Investment Management Group
United Kingdom
$2.11M +$576K +3,775 +38%
RJFSA
263
Raymond James Financial Services Advisors
Florida
$2.01M -$1.72M -11,373 -46%
Holocene Advisors
264
Holocene Advisors
New York
$2.01M -$85.4M -565,996 -98%
Fiera Capital (Canada)
265
Fiera Capital (Canada)
Quebec, Canada
$1.98M – – –
AP
266
Archon Partners
New Jersey
$1.98M -$2.85M -18,900 -59%
UCMOK
267
United Capital Management of KS
Kansas
$1.93M +$91.6K +607 +5%
SCM
268
Shelton Capital Management
Colorado
$1.93M -$75.5K -500 -4%
PAS
269
Park Avenue Securities
New York
$1.91M +$50.7K +336 +3%
SMDAM
270
Sumitomo Mitsui DS Asset Management
Japan
$1.84M -$254K -1,679 -12%
Mariner
271
Mariner
Kansas
$1.83M +$1.83M +12,132 New
MIFH
272
Migdal Insurance & Financial Holdings
Israel
$1.8M -$38.8M -254,089 -96%
AQR Capital Management
273
AQR Capital Management
Connecticut
$1.78M -$56.3K -373 -3%
IAA
274
Independent Advisor Alliance
North Carolina
$1.77M -$64.3K -426 -4%
ASN
275
Advisory Services Network
Georgia
$1.76M -$307K -2,035 -15%
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