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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
326
Amalgamated Bank
New York
$1.26M -$62K -281 -5%
Mercer Global Advisors
327
Mercer Global Advisors
Colorado
$1.24M -$50.7K -230 -4%
CSS
328
Cubist Systematic Strategies
Connecticut
$1.23M -$18.5M -83,750 -94%
CBA
329
Coastal Bridge Advisors
Connecticut
$1.21M -$110K -500 -8%
PCM
330
Prelude Capital Management
New York
$1.19M -$755K -3,427 -39%
GP
331
Geneva Partners
Wisconsin
$1.19M -$732K -3,320 -38%
S
332
Seeyond
France
$1.17M -$940K -4,267 -45%
BIAS
333
Beacon Investment Advisory Services
New Jersey
$1.15M +$398K +1,805 +53%
MAFM
334
Mid Atlantic Financial Management
Pennsylvania
$1.13M -$436K -1,978 -28%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
335
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.12M -$6.37M -28,879 -85%
ANRIA
336
American National Registered Investment Advisor
Texas
$1.12M +$1.12M +5,075 New
GWM
337
Geneos Wealth Management
Colorado
$1.11M +$360K +1,336 +48%
PCR
338
Potrero Capital Research
California
$1.1M – – –
VRM
339
Vectors Research Management
New York
$1.06M +$924K +4,190 +658%
HC
340
HNP Capital
New York
$1.06M +$1.06M +4,810 New
FFN
341
Focus Financial Network
Minnesota
$1.05M +$767K +3,479 +276%
BCM
342
Bridgeway Capital Management
Texas
$1.04M – – –
CWM
343
CIBC World Markets
New York
$1.02M -$1.34M -6,086 -57%
HLA
344
Hamilton Lane Advisors
Pennsylvania
$1.02M -$2.71M -12,280 -73%
LWAC
345
Laurel Wealth Advisors (California)
California
$1.01M +$22.3K +101 +2%
CAM
346
Cresset Asset Management
Illinois
$1M +$120K +543 +14%
HPC
347
HM Payson & Co
Maine
$995K -$165K -750 -14%
SPC
348
Sigma Planning Corp
Michigan
$980K -$16.1K -73 -2%
Mackenzie Financial
349
Mackenzie Financial
Ontario, Canada
$972K +$84K +381 +9%
APA
350
American Portfolios Advisors
New York
$972K +$73.2K +332 +8%
12 13
14
15 16