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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$885M
2
CIP
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
Soma Equity Partners
California
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
ASN
276
Advisory Services Network
Georgia
$1.06M +$629K +9,073 +147%
Cambridge Investment Research Advisors
277
Cambridge Investment Research Advisors
Iowa
$1.04M +$26.1K +377 +3%
IIM
278
INTECH Investment Management
Florida
$1.04M +$452K +6,519 +77%
OC
279
Oppenheimer & Co
New York
$1.04M +$557K +8,038 +116%
Natixis Advisors
280
Natixis Advisors
Massachusetts
$1.03M +$1.03M +14,835 New
HCA
281
Harbor Capital Advisors
Illinois
$1.03M -$1.03M -14,868 -50%
PP
282
PDT Partners
New York
$1.02M -$374K -5,400 -27%
PL
283
Polianta Ltd
Jersey
$1.02M +$1.02M +14,700 New
AB
284
Amalgamated Bank
New York
$1.02M -$63.9K -921 -6%
CG
285
Cutler Group
California
$1M +$613K +8,845 +157%
CA
286
Cullinan Associates
Kentucky
$971K – – –
BCIM
287
British Columbia Investment Management
British Columbia, Canada
$962K +$24.8K +357 +3%
PFS
288
Prospera Financial Services
Texas
$946K +$63K +908 +7%
OQS
289
Occudo Quantitative Strategies
Florida
$917K -$169K -2,433 -16%
RJFSA
290
Raymond James Financial Services Advisors
Florida
$917K +$381K +5,489 +71%
Fiera Capital (Canada)
291
Fiera Capital (Canada)
Quebec, Canada
$910K – – –
BIAS
292
Beacon Investment Advisory Services
New Jersey
$896K -$336K -4,842 -27%
BSB
293
Bangor Savings Bank
Maine
$895K +$895K +12,911 New
LA
294
LBP AM
France
$882K +$134K +1,932 +18%
EMPI
295
Elo Mutual Pension Insurance
Finland
$882K +$37K +533 +4%
RGI
296
River Global Investors
United Kingdom
$845K +$210K +3,020 +33%
LSA
297
L & S Advisors
California
$842K +$842K +12,142 New
VIA
298
Vident Investment Advisory
Georgia
$815K -$48.3K -696 -6%
Acadian Asset Management
299
Acadian Asset Management
Massachusetts
$810K -$2.99M -43,257 -79%
Principal Financial Group
300
Principal Financial Group
Iowa
$808K -$251K -3,615 -24%
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