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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAA
326
Independent Advisor Alliance
North Carolina
$515K -$724 -8 -0.1%
SGAM
327
Smith Group Asset Management
Texas
$513K +$513K +5,670 New
Northwestern Mutual Wealth Management
328
Northwestern Mutual Wealth Management
Wisconsin
$512K -$97.4K -1,076 -16%
Aviva
329
Aviva
United Kingdom
$511K -$815 -9 -0.2%
CI Investments Inc
330
CI Investments Inc
Ontario, Canada
$511K +$63.5K +702 +14%
RK
331
Rather & Kittrell
Tennessee
$510K -$98K -1,082 -16%
AWS
332
Atria Wealth Solutions
New York
$505K +$282K +3,116 +126%
PL
333
Perpetual Ltd
Australia
$505K +$505K +5,574 New
CG
334
Cutler Group
California
$503K -$2.02M -22,387 -80%
JFG
335
Jefferies Financial Group
New York
$495K +$495K +5,473 New
M1FG
336
Mach-1 Financial Group
Arkansas
$495K -$98K -1,082 -17%
Capstone Investment Advisors
337
Capstone Investment Advisors
New York
$491K +$491K +5,424 New
BA
338
Bristlecone Advisors
Washington
$490K +$724 +8 +0.1%
SPS
339
Susquehanna Portfolio Strategies
Pennsylvania
$480K +$480K +5,300 New
OP
340
ORG Partners
Indiana
$480K +$49.6K +548 +12%
BZWA
341
Blue Zone Wealth Advisors
California
$466K +$12.1K +134 +3%
RWM
342
Rockline Wealth Management
New York
$457K +$457K +5,051 New
MMA
343
Miracle Mile Advisors
California
$449K +$81.5K +900 +22%
Wolverine Trading
344
Wolverine Trading
Illinois
$445K -$634K -7,007 -59%
AIM
345
Achmea Investment Management
Netherlands
$444K -$318K -3,518 -42%
VIM
346
Vinva Investment Management
Australia
$444K +$64.9K +711 +17%
CIBC Asset Management
347
CIBC Asset Management
Ontario, Canada
$439K -$32.6K -360 -7%
GCM
348
Graham Capital Management
Connecticut
$435K -$830K -9,169 -66%
CCFM
349
Clear Creek Financial Management
Washington
$434K +$2.54K +28 +0.6%
BHCM
350
Brevan Howard Capital Management
Jersey
$434K +$434K +4,793 New
12 13
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