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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
301
PNC Financial Services Group
Pennsylvania
$1.44M -$17.1K -113 -1%
AIA
302
Affinity Investment Advisors
California
$1.43M +$45.6K +302 +3%
MNBTD
303
Moody National Bank Trust Division
Texas
$1.43M -$322K -2,132 -18%
AIM
304
Aigen Investment Management
New York
$1.42M +$710K +4,703 +99%
SFG
305
Synergy Financial Group
California
$1.41M +$142K +944 +11%
JSC
306
Jackson Square Capital
California
$1.41M -$155K -1,030 -10%
ISWM
307
Independent Solutions Wealth Management
New York
$1.4M -$92.1K -610 -6%
DACG
308
Donor Advised Charitable Giving
California
$1.39M – – –
AAM
309
Advisors Asset Management
Colorado
$1.39M +$71.3K +472 +5%
HVM
310
Harvest Volatility Management
Connecticut
$1.37M +$9.96K +66 +0.7%
BM
311
Brandywine Managers
Delaware
$1.37M – – –
MA
312
MYDA Advisors
New York
$1.36M +$1.36M +9,000 New
KAS
313
Kestra Advisory Services
Texas
$1.36M -$6.94K -46 -0.5%
HCMT
314
Highland Capital Management (Tennessee)
Tennessee
$1.35M +$8.91K +59 +0.7%
SCMU
315
Steadfast Capital Management (UK)
United Kingdom
$1.35M -$966K -6,399 -42%
AC
316
Avestar Capital
New York
$1.32M -$10.9K -72 -0.8%
CCA
317
Catalyst Capital Advisors
New York
$1.31M +$3.47K +23 +0.3%
IAIM
318
Industrial Alliance Investment Management
Quebec, Canada
$1.29M +$134K +889 +12%
VF
319
Virtu Financial
New York
$1.29M +$1.29M +8,554 New
DC
320
Davenport & Co
Virginia
$1.27M +$436K +2,887 +52%
Nordea Investment Management
321
Nordea Investment Management
Sweden
$1.27M +$328K +2,170 +35%
LIM
322
Leavell Investment Management
Alabama
$1.25M -$15.1K -100 -1%
EI
323
Ethic Inc
New York
$1.24M +$72.7K +482 +6%
MIM
324
MetLife Investment Management
New Jersey
$1.23M +$1.23M +8,158 New
TCM
325
Tributary Capital Management
Nebraska
$1.23M -$15.1K -100 -1%
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