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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
American Century Companies
Missouri
$353M
4
SCA
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
2
WRCM
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
Sachem Head Capital Management
New York
$35M
4
Millennium Management
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Verition Fund Management
301
Verition Fund Management
Connecticut
$933K +$933K +11,442 New
AIM
302
Aigen Investment Management
New York
$923K +$923K +11,326 New
Corient Private Wealth
303
Corient Private Wealth
Florida
$902K +$31.1K +382 +4%
ISL
304
Ingalls & Snyder LLC
New York
$900K +$650K +7,974 +260%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$895K -$23.7K -286 -3%
PP
306
PDT Partners
New York
$878K -$320K -3,923 -27%
SMDAM
307
Sumitomo Mitsui DS Asset Management
Japan
$878K -$2.61K -32 -0.3%
SO
308
STRS Ohio
Ohio
$871K +$871K +10,686 New
Franklin Resources
309
Franklin Resources
California
$865K +$16.5K +202 +2%
YIH
310
Y-Intercept (HK)
Hong Kong
$861K +$861K +10,565 New
BM
311
Brandywine Managers
Delaware
$835K – – –
KA
312
Kintegral Advisory
New York
$829K -$489 -6 -0.1%
ONGA
313
O'Neil Global Advisors
California
$827K +$827K +10,146 New
FCM
314
Firsthand Capital Management
California
$815K – – –
Cetera Investment Advisers
315
Cetera Investment Advisers
Illinois
$795K -$688K -8,437 -46%
CBA
316
Coastal Bridge Advisors
Connecticut
$783K – – –
FMLI
317
Fukoku Mutual Life Insurance
Japan
$779K +$779K +9,561 New
IIM
318
INTECH Investment Management
Florida
$743K -$479K -5,880 -39%
DACG
319
Donor Advised Charitable Giving
California
$715K – – –
Mackenzie Financial
320
Mackenzie Financial
Ontario, Canada
$712K -$152K -1,925 -18%
PAM
321
Panagora Asset Management
Massachusetts
$692K -$2.15M -26,337 -76%
AIM
322
Achmea Investment Management
Netherlands
$686K -$16.5K -202 -2%
Wealthfront Advisers
323
Wealthfront Advisers
California
$669K +$206K +2,523 +44%
YC
324
Yarbrough Capital
Tennessee
$662K -$8.15K -100 -1%
HT
325
Headlands Technologies
Illinois
$637K +$637K +7,811 New
11 12
13
14 15