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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIM
351
NuWave Investment Management
New Jersey
$1.31M +$1.31M +5,150 New
EOJOAM
352
E. Ohman J:or Asset Management
Sweden
$1.3M +$1.3M +5,100 New
BCP
353
Blackhawk Capital Partners
Wisconsin
$1.29M -$128K -599 -9%
LSA
354
L & S Advisors
California
$1.29M +$1.03M +4,069 +407%
PCR
355
Potrero Capital Research
California
$1.27M – – –
PA
356
Proem Advisors
Texas
$1.27M +$1.27M +5,000 New
VIA
357
Vident Investment Advisory
Georgia
$1.26M +$156K +612 +14%
BF
358
BOK Financial
Oklahoma
$1.24M +$38.9K +153 +3%
NA
359
NewEdge Advisors
Louisiana
$1.24M +$383K +1,507 +45%
IAA
360
Independent Advisor Alliance
North Carolina
$1.21M -$2.8K -11 -0.2%
MC
361
Maverick Capital
Texas
$1.2M +$1.2M +4,726 New
PAG
362
Private Advisor Group
New Jersey
$1.2M -$409K -1,611 -25%
BCM
363
Bridgeway Capital Management
Texas
$1.2M – – –
ECM
364
ExodusPoint Capital Management
New York
$1.19M +$1.19M +4,689 New
BNP Paribas Asset Management
365
BNP Paribas Asset Management
France
$1.16M -$15K -59 -1%
OAM
366
Oppenheimer Asset Management
New York
$1.15M +$6.11K +24 +0.5%
SPC
367
Sigma Planning Corp
Michigan
$1.15M -$159K -626 -12%
LWAC
368
Laurel Wealth Advisors (California)
California
$1.14M – – –
PA
369
Paragon Advisors
Texas
$1.12M -$139K -554 -11%
QSS
370
Quantitative Systematic Strategies
Florida
$1.12M +$1.12M +4,385 New
WAM
371
Weatherly Asset Management
California
$1.09M +$113K +445 +12%
IRF
372
IBM Retirement Fund
New York
$1.08M +$133K +525 +14%
BMSSC
373
B. Metzler seel. Sohn & Co
Germany
$1.07M +$1.07M +3,808 New
M&T Bank
374
M&T Bank
New York
$1.07M +$22.1K +87 +2%
SLI
375
Sumitomo Life Insurance
Japan
$1.06M +$1.06M +4,177 New
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