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Okta
OKTA

Overview Fund Activity

377 hedge funds and large institutions have $6.37B invested in Okta in 2019 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 113 increasing their positions, 101 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
377
Holders Change
+54
Holders Change %
+16.72%
% of All Funds
8.17%
Holding in Top 10
10
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-33.33%
% of All Funds
0.22%
New
101
Increased
113
Reduced
101
Closed
46
Calls
$125M
Puts
$186M
Net Calls
-$61.3M
Net Calls Change
-$70M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$232M
2
Holocene Advisors
Holocene Advisors
New York
+$79.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$75.1M
4
Millennium Management
Millennium Management
New York
+$41.8M
5
GGHC
Gilder Gagnon Howe & Co
New York
+$37.8M

Top Sellers

1
CIP
Champlain Investment Partners
Vermont
-$114M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$50M
3
LSCM
Light Street Capital Management
California
-$40.8M
4
Two Sigma Investments
Two Sigma Investments
New York
-$32.4M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$29.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
301
Capital Investment Advisory Services
North Carolina
$128K – – –
S
302
SignatureFD
Georgia
$114K +$13.1K +159 +13%
CAM
303
CenterStar Asset Management
Illinois
$112K -$24K – –
EP
304
Elkfork Partners
Oregon
$111K +$111K +1,344 New
Russell Investments Group
305
Russell Investments Group
United Kingdom
$100K +$83.2K +1,003 +497%
MWM
306
Mascoma Wealth Management
New Hampshire
$99K – – –
GAM
307
GQ Asset Management
New York
$99K +$99K +1,199 New
BCA
308
Berman Capital Advisors
Georgia
$98K +$90.6K +1,108 +1,218%
FANJ
309
Financial Architects (New Jersey)
New Jersey
$95K -$16.4K -200 -15%
RE
310
RBC Europe
United Kingdom
$89.4K – – –
GHCM
311
Glen Harbor Capital Management
California
$87K +$87K +1,056 New
CFD
312
Creative Financial Designs
Indiana
$70K – – –
NA
313
Neuburgh Advisers
California
$64K +$64K +768 New
AC
314
Avestar Capital
New York
$63K +$63K +774 New
Carson Wealth (CWM LLC)
315
Carson Wealth (CWM LLC)
Nebraska
$61K +$61K +251 New
PHK
316
Point72 Hong Kong
Hong Kong
$60K +$60K +726 New
GEA
317
Glen Eagle Advisors
New Jersey
$60K +$14.5K +175 +32%
DBT
318
Dubuque Bank & Trust
Iowa
$55K – – –
TIS
319
Tortoise Index Solutions
Kansas
$55K +$55K +670 New
WEC
320
Winslow Evans & Crocker
Massachusetts
$54K -$19.9K -236 -27%
ASN
321
Advisory Services Network
Georgia
$54K +$1.42K +17 +3%
OIA
322
Optimum Investment Advisors
Illinois
$50K +$50K +600 New
SWM
323
SeaCrest Wealth Management
New York
$45K -$5.79K -70 -11%
PCP
324
Proficio Capital Partners
Massachusetts
$40K +$40K +485 New
MPWT
325
MassMutual Private Wealth & Trust
Connecticut
$30.6K +$2.9K +35 +10%
11 12
13
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