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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 %
VR
276
Viridian RIA
Washington
$2.54M -$6.36K -25 -0.2%
FMT
277
First Mercantile Trust
Tennessee
$2.51M +$567K +2,231 +29%
ISWM
278
Independent Solutions Wealth Management
New York
$2.5M -$33.3K -131 -1%
LC
279
Lakehouse Capital
Australia
$2.49M +$2.49M +9,775 New
CC
280
Codex Capital
New York
$2.44M – – –
S
281
Seeyond
France
$2.44M -$44K -173 -2%
CCM
282
Cinctive Capital Management
New York
$2.35M +$2.35M +9,227 New
DACG
283
Donor Advised Charitable Giving
California
$2.35M +$2.35M +9,222 New
AC
284
Avestar Capital
New York
$2.34M +$145K +569 +7%
SSA
285
Schonfeld Strategic Advisors
New York
$2.32M +$2.32M +9,128 New
BM
286
Brandywine Managers
Delaware
$2.3M – – –
AWM
287
Avitas Wealth Management
California
$2.29M +$22.1K +87 +1%
SO
288
STRS Ohio
Ohio
$2.26M +$177K +696 +8%
BZWA
289
Blue Zone Wealth Advisors
California
$2.26M +$2.26M +8,868 New
PCM
290
Prelude Capital Management
New York
$2.25M +$984K +3,871 +78%
MLICM
291
Metropolitan Life Insurance Company (MetLife)
New York
$2.22M -$43.5K -171 -2%
HIIFS
292
Harel Insurance Investments & Financial Services
Israel
$2.22M -$45.9K -102 -2%
GP
293
Geneva Partners
Wisconsin
$2.21M -$1.54M -6,062 -41%
EWM
294
Elite Wealth Management
Washington
$2.2M +$353K +1,389 +19%
AP
295
AtonRa Partners
Switzerland
$2.19M +$2.19M +8,620 New
CAMG
296
CWA Asset Management Group
Florida
$2.18M +$636K +2,503 +41%
KA
297
Kovack Advisors
Florida
$2.17M +$446K +1,754 +26%
LIM
298
Leavell Investment Management
Alabama
$2.13M -$25.4K -100 -1%
Rockefeller Capital Management
299
Rockefeller Capital Management
New York
$2.13M +$782K +3,077 +58%
AAM
300
Advisors Asset Management
Colorado
$2.11M -$467K -1,837 -18%
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