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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$885M
2
CIP
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
Soma Equity Partners
California
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
XT
326
XTX Topco
Cayman Islands
$630K +$630K +9,079 New
WP
327
Woodline Partners
California
$627K +$146K +2,110 +30%
CC
328
Corton Capital
Ontario, Canada
$609K -$254K -3,665 -29%
DACG
329
Donor Advised Charitable Giving
California
$609K – – –
Northwestern Mutual Wealth Management
330
Northwestern Mutual Wealth Management
Wisconsin
$608K -$65.4K -943 -10%
CCS
331
Concentric Capital Strategies
Connecticut
$601K -$1.34M -19,276 -69%
AIM
332
Achmea Investment Management
Netherlands
$598K +$244K +3,518 +69%
HF
333
HRT Financial
New York
$577K +$577K +8,332 New
YC
334
Yarbrough Capital
Tennessee
$570K – – –
BCV
335
Banque Cantonale Vaudoise
Switzerland
$562K +$335K +4,831 +148%
PNC Financial Services Group
336
PNC Financial Services Group
Pennsylvania
$548K +$7.91K +114 +1%
TCM
337
Tybourne Capital Management
Hong Kong
$541K +$541K +7,800 New
PTC
338
Petrus Trust Company
Texas
$539K +$539K +7,776 New
CAN
339
Cetera Advisor Networks
California
$536K +$1.87K +27 +0.4%
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
$534K +$157K +2,230 +42%
RP
341
Riverbridge Partners
Minnesota
$528K -$5.62K -81 -1%
BAAM
342
Baker Avenue Asset Management
California
$525K -$10 -10 -0%
PAWA
343
Palo Alto Wealth Advisors
California
$525K -$22.2K -320 -4%
M1FG
344
Mach-1 Financial Group
Arkansas
$524K +$520K +7,502 +15,004%
BAM
345
Blueshift Asset Management
New Jersey
$512K +$341K +4,916 +200%
Janney Montgomery Scott
346
Janney Montgomery Scott
Pennsylvania
$506K +$506K +7,295 New
GWM
347
Geneos Wealth Management
Colorado
$505K +$26.2K +378 +5%
PP
348
Prudential plc
United Kingdom
$495K -$127K -1,831 -20%
Prudential Financial
349
Prudential Financial
New Jersey
$492K -$14.3M -206,920 -97%
LNWWM
350
Laird Norton Wetherby Wealth Management
California
$491K -$23.7K -342 -5%
12 13
14
15 16