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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
American Century Companies
Missouri
$353M
4
SCA
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
2
WRCM
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
Sachem Head Capital Management
New York
$35M
4
Millennium Management
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DT
251
Diversified Trust
Tennessee
$1.65M -$155K -1,898 -9%
BOSSRA
252
B.O.S.S. Retirement Advisors
Utah
$1.64M +$3.91K +48 +0.2%
LIP
253
Liontrust Investment Partners
United Kingdom
$1.63M -$3.91M -48,000 -71%
Two Sigma Investments
254
Two Sigma Investments
New York
$1.62M – – –
TD Asset Management
255
TD Asset Management
Ontario, Canada
$1.61M +$129K +1,581 +9%
RJFSA
256
Raymond James Financial Services Advisors
Florida
$1.59M +$518K +6,350 +48%
II
257
Inspire Investing
Idaho
$1.59M +$1.13M +13,857 +245%
RWP
258
RWA Wealth Partners
Massachusetts
$1.59M +$1.34M +16,484 +552%
FWIA
259
Fort Washington Investment Advisors
Ohio
$1.54M – – –
P8IP
260
Pier 88 Investment Partners
California
$1.53M +$1.05M +12,830 +217%
Balyasny Asset Management
261
Balyasny Asset Management
Illinois
$1.5M -$56.8M -696,855 -97%
NAM
262
Nissay Asset Management
Japan
$1.47M +$56K +687 +4%
OC
263
Oppenheimer & Co
New York
$1.4M +$178K +2,189 +15%
DC
264
Davenport & Co
Virginia
$1.4M -$148K -1,821 -10%
VPIM
265
Vanguard Personalized Indexing Management
California
$1.4M -$3.51K -43 -0.3%
SP
266
SWS Partners
Ohio
$1.39M +$1.39M +16,992 New
SIG
267
Stonegate Investment Group
Alabama
$1.34M – – –
KIA
268
Knollwood Investment Advisory
Maryland
$1.32M – – –
AB
269
Amalgamated Bank
New York
$1.28M +$81.5K +1,000 +7%
AF
270
Alerus Financial
North Dakota
$1.27M -$18.7K -229 -1%
Janus Henderson Group
271
Janus Henderson Group
United Kingdom
$1.24M -$113K -1,383 -8%
AAP
272
Ardsley Advisory Partners
Connecticut
$1.22M +$1.22M +15,000 New
BFEC
273
Benjamin F. Edwards & Company
Missouri
$1.22M +$359K +4,403 +42%
GIBU
274
Gulf International Bank (UK)
United Kingdom
$1.22M -$104K -1,275 -8%
Natixis Advisors
275
Natixis Advisors
Massachusetts
$1.19M -$17.5K -215 -1%
9 10
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