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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 %
PAG
326
Private Advisor Group
New Jersey
$691K +$320K +3,536 +86%
RJFSA
327
Raymond James Financial Services Advisors
Florida
$689K -$516K -5,712 -43%
VIA
328
Vident Investment Advisory
Georgia
$676K +$36.5K +406 +6%
Northwestern Mutual Wealth Management
329
Northwestern Mutual Wealth Management
Wisconsin
$656K -$289K -3,194 -31%
M&T Bank
330
M&T Bank
New York
$640K +$296K +3,407 +86%
SF
331
Synovus Financial
Georgia
$631K +$9.31K +103 +1%
TCM
332
Triumph Capital Management
Colorado
$623K +$210K +2,322 +51%
CC
333
Corton Capital
Ontario, Canada
$622K +$65.3K +722 +12%
PAM
334
Panagora Asset Management
Massachusetts
$609K +$334K +3,687 +121%
WorldQuant Millennium Advisors
335
WorldQuant Millennium Advisors
New York
$604K -$8.76M -96,824 -94%
DT
336
Diversified Trust
Tennessee
$588K +$109K +1,200 +23%
ESCM
337
Echo Street Capital Management
New York
$580K -$322K -3,560 -36%
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$570K – – –
FIM
339
Freedom Investment Management
Connecticut
$561K +$320K +3,542 +133%
Cerity Partners
340
Cerity Partners
New York
$553K +$5.15K +57 +0.9%
AWS
341
AJ Wealth Strategies
New York
$551K -$58.9K -652 -10%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$538K +$12.4K +137 +2%
BFO
343
Boston Family Office
Massachusetts
$535K +$371K +4,100 +226%
BFS
344
Bradley Foster & Sargent
Connecticut
$533K +$533K +5,893 New
SFP
345
Shepherd Financial Partners
Massachusetts
$529K +$6.14K +68 +1%
BAAM
346
Baker Avenue Asset Management
California
$528K +$14 +14 +0%
MA
347
Mezzasalma Advisors
New Jersey
$525K – – –
PWM
348
Perigon Wealth Management
California
$519K +$129K +1,423 +33%
CWA
349
Canvas Wealth Advisors
Kansas
$511K -$802K -8,871 -61%
BRWA
350
B. Riley Wealth Advisors
Florida
$510K -$807K -8,923 -61%
12 13
14
15 16