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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CRC
276
Curi RMB Capital
Illinois
$1.08M -$321K -3,549 -23%
Fidelity International
277
Fidelity International
Bermuda
$1.06M -$292K -3,230 -22%
EMPI
278
Elo Mutual Pension Insurance
Finland
$1.06M +$8.86K +98 +0.8%
SG Americas Securities
279
SG Americas Securities
New York
$1.05M -$354K -3,911 -25%
DC
280
Davenport & Co
Virginia
$1.05M +$287K +3,171 +38%
TRCT
281
Tower Research Capital (TRC)
New York
$1.03M -$1.44M -15,926 -58%
AIA
282
Affinity Investment Advisors
California
$995K +$138K +1,521 +16%
IAA
283
Independent Advisor Alliance
North Carolina
$969K -$90.9K -1,006 -9%
AIG
284
American International Group
New York
$958K -$75.5K -835 -7%
Manulife (Manufacturers Life Insurance)
285
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$946K +$403K +4,394 +74%
WBC
286
Westpac Banking Corp
Australia
$922K – – –
EWM
287
Elite Wealth Management
Washington
$921K -$19.5K -216 -2%
QCM
288
Quantinno Capital Management
New York
$915K +$561K +6,209 +159%
FCM
289
Firsthand Capital Management
California
$904K – – –
QT
290
Quantamental Technologies
New York
$881K +$881K +9,741 New
MSRPS
291
Maryland State Retirement & Pension System
Maryland
$874K – – –
VPIM
292
Vanguard Personalized Indexing Management
California
$871K +$297K +3,288 +52%
SFG
293
Synergy Financial Group
California
$843K – – –
PI
294
PineBridge Investments
New York
$840K -$103K -1,140 -11%
Mackenzie Financial
295
Mackenzie Financial
Ontario, Canada
$834K -$30.5K -338 -4%
DACG
296
Donor Advised Charitable Giving
California
$834K – – –
PFS
297
Prospera Financial Services
Texas
$834K +$148K +1,640 +22%
DAM
298
Draper Asset Management
New York
$824K -$177K -1,957 -18%
BM
299
Brandywine Managers
Delaware
$818K – – –
IAIM
300
Industrial Alliance Investment Management
Quebec, Canada
$817K +$44.2K +489 +6%
10 11
12
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