OKTA icon

Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
326
PNC Financial Services Group
Pennsylvania
$637K -$7.09K -87 -1%
AAS
327
Ameritas Advisory Services
Nebraska
$625K +$625K +7,670 New
M&T Bank
328
M&T Bank
New York
$611K +$43.6K +534 +8%
ADIM
329
Alpha DNA Investment Management
Maryland
$601K -$284K -3,485 -32%
SSA
330
Schonfeld Strategic Advisors
New York
$599K -$1.59M -19,548 -73%
WSC
331
Wellington Shields & Co
New York
$599K +$599K +7,350 New
Janney Montgomery Scott
332
Janney Montgomery Scott
Pennsylvania
$593K -$1.96K -24 -0.3%
KAS
333
Kestra Advisory Services
Texas
$588K +$55.5K +681 +10%
BBVA
334
Banco Bilbao Vizcaya Argentaria
Spain
$582K -$40.2K -491 -6%
PP
335
Prudential plc
United Kingdom
$579K -$2.12K -26 -0.4%
PAWA
336
Palo Alto Wealth Advisors
California
$567K -$50.1K -615 -8%
GWM
337
Geneos Wealth Management
Colorado
$560K -$34.2K -419 -6%
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$549K -$166K -2,034 -23%
RK
339
Rather & Kittrell
Tennessee
$547K – – –
VA
340
Valmark Advisers
Ohio
$536K -$9.54K -117 -2%
M1FG
341
Mach-1 Financial Group
Arkansas
$534K -$81.7K -1,002 -13%
BAAM
342
Baker Avenue Asset Management
California
$530K +$55 +55 +0%
LNWWM
343
Laird Norton Wetherby Wealth Management
California
$529K -$48K -589 -8%
FRM
344
Fox Run Management
Connecticut
$527K +$156K +1,911 +42%
PWM
345
Perigon Wealth Management
California
$525K +$174K +2,136 +50%
X
346
Xponance
Pennsylvania
$524K +$9.54K +117 +2%
MOACM
347
Mutual of America Capital Management
New York
$523K – – –
Twin Tree Management
348
Twin Tree Management
Texas
$517K -$1.02M -12,558 -66%
PCM
349
Prelude Capital Management
New York
$517K +$219K +2,690 +74%
Assenagon Asset Management
350
Assenagon Asset Management
Luxembourg
$509K -$991K -12,159 -66%
12 13
14
15 16