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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$395M
3
FCM
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
Capital International Investors
California
$96M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$893M
Name Holding Trade Value Shares
Change 		Shares
Change %
IIM
326
Ironwood Investment Management
Massachusetts
$954K -$1.71K -8 -0.2%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$945K -$8.77K -41 -0.9%
CAM
328
Concorde Asset Management
Michigan
$939K +$939K +4,391 New
CC
329
Centiva Capital
New York
$938K -$221K -1,031 -19%
CIBC Asset Management
330
CIBC Asset Management
Ontario, Canada
$929K +$23.1K +108 +3%
VIA
331
Vident Investment Advisory
Georgia
$928K -$392K -1,833 -30%
GIA
332
Gladstone Institutional Advisory
Florida
$918K +$55.6K +260 +6%
M&T Bank
333
M&T Bank
New York
$878K +$65.8K +308 +8%
PFGIA
334
Patriot Financial Group Insurance Agency
Massachusetts
$876K +$838K +3,917 +2,176%
NL
335
NVWM LLC
Pennsylvania
$872K -$468K -2,189 -35%
DT
336
Diversified Trust
Tennessee
$871K -$14.1K -66 -2%
PGCM
337
Prescott Group Capital Management
Oklahoma
$855K – – –
AAM
338
Azzad Asset Management
Virginia
$848K +$18.6K +87 +2%
FHA
339
Flagship Harbor Advisors
Massachusetts
$845K +$150K +704 +22%
CAM
340
Cresset Asset Management
Illinois
$833K -$87.9K -411 -10%
IEFM
341
IQ EQ Fund Management
Ireland
$833K +$438K +2,046 +111%
AF
342
Advisornet Financial
Minnesota
$822K -$319K -1,490 -28%
WAM
343
Weatherly Asset Management
California
$820K +$409K +1,913 +99%
GW
344
GW & Wade
Massachusetts
$815K – – –
DCM
345
Dupont Capital Management
Delaware
$803K -$169K -791 -17%
Schroder Investment Management Group
346
Schroder Investment Management Group
United Kingdom
$801K -$4.81M -21,934 -86%
DBT
347
Dubuque Bank & Trust
Iowa
$799K -$10.7K -50 -1%
IRF
348
IBM Retirement Fund
New York
$799K +$224K +1,050 +39%
CG
349
Caprock Group
Idaho
$791K -$17.1K -80 -2%
SWP
350
Stratos Wealth Partners
Ohio
$781K +$29.1K +136 +4%
12 13
14
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