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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 %
HCMT
301
Highland Capital Management (Tennessee)
Tennessee
$810K – – –
BF
302
BOK Financial
Oklahoma
$801K +$88K +974 +12%
IIM
303
INTECH Investment Management
Florida
$796K +$796K +8,800 New
ASN
304
Advisory Services Network
Georgia
$795K -$259K -2,863 -25%
IG
305
ING Group
Netherlands
$795K +$557K +6,165 +234%
Nordea Investment Management
306
Nordea Investment Management
Sweden
$794K +$55.4K +627 +7%
TWC
307
TD Waterhouse Canada
Ontario, Canada
$783K +$54.3K +562 +7%
MML Investors Services
308
MML Investors Services
Massachusetts
$777K -$1.23M -13,642 -61%
AC
309
Avestar Capital
New York
$775K -$13.9K -154 -2%
LSERS
310
Louisiana State Employees Retirement System
Louisiana
$775K +$19.1K +200 +3%
SMDAM
311
Sumitomo Mitsui DS Asset Management
Japan
$761K -$341K -3,773 -31%
CWM
312
CIBC World Markets
New York
$759K +$370K +4,100 +95%
PNC Financial Services Group
313
PNC Financial Services Group
Pennsylvania
$752K -$113K -1,247 -13%
PF
314
Phoenix Financial
Israel
$750K +$624K +6,723 +495%
LCM
315
Lattice Capital Management
Washington
$748K – – –
CCA
316
Catalyst Capital Advisors
New York
$740K -$43.7K -483 -6%
PCM
317
Prelude Capital Management
New York
$739K +$739K +8,180 New
EI
318
Ethic Inc
New York
$735K -$6.24K -69 -0.8%
HVM
319
Harvest Volatility Management
Connecticut
$729K -$89.5K -990 -11%
Verition Fund Management
320
Verition Fund Management
Connecticut
$723K +$566K +6,261 +360%
AAM
321
Advisors Asset Management
Colorado
$708K -$124K -1,374 -15%
AAS
322
Ameritas Advisory Services
Nebraska
$706K +$904 +10 +0.1%
RP
323
Riverbridge Partners
Minnesota
$700K +$230K +2,543 +49%
CIC
324
Carnegie Investment Counsel
Ohio
$699K -$224K -2,474 -24%
DU
325
Delphia (USA)
Ontario, Canada
$693K +$297K +3,281 +75%
11 12
13
14 15