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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Perigon Wealth Management
California
$971K +$490K +2,223 +102%
PA
352
Paragon Advisors
Texas
$962K -$26.2K -119 -3%
WAM
353
Weatherly Asset Management
California
$955K +$11K +50 +1%
TCM
354
Twin Capital Management
Pennsylvania
$948K -$236K -1,070 -20%
FHA
355
Flagship Harbor Advisors
Massachusetts
$927K +$16.5K +75 +2%
GG
356
Golden Green
South Carolina
$923K -$393K -1,783 -30%
B
357
BP
United Kingdom
$916K -$224K -1,018 -20%
PFGIA
358
Patriot Financial Group Insurance Agency
Massachusetts
$903K – – –
CB
359
Commerce Bank
Missouri
$898K -$4.16M -18,859 -82%
SLI
360
Sumitomo Life Insurance
Japan
$884K -$36.4K -165 -4%
AF
361
Advisornet Financial
Minnesota
$884K +$75K +340 +9%
AAM
362
Azzad Asset Management
Virginia
$882K +$12.8K +58 +1%
PGCM
363
Prescott Group Capital Management
Oklahoma
$882K – – –
Pacer Advisors
364
Pacer Advisors
Pennsylvania
$876K -$299K -1,354 -25%
IRF
365
IBM Retirement Fund
New York
$869K -$70.3K -319 -7%
TFS
366
Thoroughbred Financial Services
Tennessee
$858K +$858K +3,895 New
Impax Asset Management Group
367
Impax Asset Management Group
United Kingdom
$857K +$78K +354 +10%
GW
368
GW & Wade
Massachusetts
$841K – – –
NL
369
NVWM LLC
Pennsylvania
$838K -$80K -363 -9%
CCM
370
Conway Capital Management
California
$811K -$62.8K -285 -7%
M&T Bank
371
M&T Bank
New York
$807K -$118K -534 -13%
LNWWM
372
Laird Norton Wetherby Wealth Management
California
$793K -$48.7K -221 -6%
DBT
373
Dubuque Bank & Trust
Iowa
$787K – – –
CG
374
Caprock Group
Idaho
$786K -$30.6K -139 -4%
WPW
375
Waldron Private Wealth
Pennsylvania
$779K -$1.1K -5 -0.1%
13 14
15
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