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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealth Enhancement Advisory Services
301
Wealth Enhancement Advisory Services
Minnesota
$666K +$400K +4,416 +150%
Janney Montgomery Scott
302
Janney Montgomery Scott
Pennsylvania
$649K -$8.78K -97 -1%
Teacher Retirement System of Texas
303
Teacher Retirement System of Texas
Texas
$645K -$442K -4,885 -41%
PP
304
Prudential plc
United Kingdom
$643K – – –
CAPTRUST Financial Advisors
305
CAPTRUST Financial Advisors
North Carolina
$641K +$206K +2,275 +47%
Simplex Trading
306
Simplex Trading
Illinois
$633K +$633K +6,997 New
FFN
307
Focus Financial Network
Minnesota
$626K +$626K +6,910 New
EI
308
Ethic Inc
New York
$619K +$60.1K +664 +11%
M&T Bank
309
M&T Bank
New York
$605K -$75.2K -829 -11%
VA
310
Valmark Advisers
Ohio
$587K -$8.15K -90 -1%
X
311
Xponance
Pennsylvania
$585K +$2.99K +33 +0.5%
ADIM
312
Alpha DNA Investment Management
Maryland
$560K -$108K -1,197 -16%
GLA
313
Great Lakes Advisors
Illinois
$557K +$557K +6,155 New
CC
314
Corton Capital
Ontario, Canada
$554K -$4.62K -51 -0.8%
LNWWM
315
Laird Norton Wetherby Wealth Management
California
$553K -$34.8K -384 -6%
CCIA
316
Campbell & Co Investment Adviser
Maryland
$547K -$1.51M -16,675 -73%
ET
317
Entropy Technologies
New York
$539K +$539K +5,953 New
WBC
318
Westpac Banking Corp
Australia
$538K +$242K +2,674 +82%
SFG
319
Synergy Financial Group
California
$535K -$2.08K -23 -0.4%
ASN
320
Advisory Services Network
Georgia
$534K -$14.8K -164 -3%
BAAM
321
Baker Avenue Asset Management
California
$534K +$39 +38 +0%
VI
322
Versor Investments
New York
$524K +$176K +1,945 +51%
MOACM
323
Mutual of America Capital Management
New York
$523K -$57.8K -639 -10%
BAM
324
Blueshift Asset Management
New Jersey
$520K +$520K +5,746 New
PWM
325
Perigon Wealth Management
California
$517K -$66.4K -734 -11%
11 12
13
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