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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$757M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.7M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
DMC
4
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
YDMI
276
Y.D. More Investments
Israel
$949K -$900K -12,497 -49%
BM
277
Brandywine Managers
Delaware
$928K – – –
Creative Planning
278
Creative Planning
Kansas
$926K -$2.84M -31,408 -75%
Principal Financial Group
279
Principal Financial Group
Iowa
$925K -$192K -2,120 -17%
FCM
280
Firsthand Capital Management
California
$905K – – –
Stifel Financial
281
Stifel Financial
Missouri
$902K -$1.42M -15,710 -61%
Mackenzie Financial
282
Mackenzie Financial
Ontario, Canada
$875K +$57K +630 +7%
CBA
283
Coastal Bridge Advisors
Connecticut
$870K – – –
SG Americas Securities
284
SG Americas Securities
New York
$868K -$228K -2,520 -21%
BBVA
285
Banco Bilbao Vizcaya Argentaria
Spain
$854K +$211K +2,334 +33%
ECU
286
Eisler Capital (UK)
United Kingdom
$837K +$837K +9,241 New
Cetera Investment Advisers
287
Cetera Investment Advisers
Illinois
$834K -$48.3K -534 -5%
Corient Private Wealth
288
Corient Private Wealth
Florida
$826K -$175K -1,935 -17%
OC
289
Oppenheimer & Co
New York
$808K -$747K -8,256 -48%
DACG
290
Donor Advised Charitable Giving
California
$794K – – –
PAWA
291
Palo Alto Wealth Advisors
California
$784K +$154K +1,700 +24%
PAM
292
Panagora Asset Management
Massachusetts
$768K – – –
Prudential Financial
293
Prudential Financial
New Jersey
$766K -$7.23M -79,835 -90%
WLG
294
Williamson Legacy Group
Indiana
$745K +$745K +8,232 New
P
295
Pitcairn
Pennsylvania
$743K +$743K +8,210 New
YC
296
Yarbrough Capital
Tennessee
$735K – – –
Bank of Nova Scotia
297
Bank of Nova Scotia
Ontario, Canada
$713K +$713K +7,879 New
KAS
298
Kestra Advisory Services
Texas
$705K +$51.1K +565 +8%
HCA
299
Harbor Capital Advisors
Illinois
$696K -$533K -5,883 -43%
PNC Financial Services Group
300
PNC Financial Services Group
Pennsylvania
$694K -$12.9K -142 -2%
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12
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