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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
HC
351
HNP Capital
New York
$1.22M +$44K +180 +4%
MAFM
352
Mid Atlantic Financial Management
Pennsylvania
$1.21M -$41.6K -170 -3%
FFN
353
Focus Financial Network
Minnesota
$1.21M +$49.4K +202 +4%
BMSSC
354
B. Metzler seel. Sohn & Co
Germany
$1.21M +$413K +1,688 +52%
Robeco Institutional Asset Management
355
Robeco Institutional Asset Management
Netherlands
$1.18M -$688K -2,813 -37%
CAM
356
Cresset Asset Management
Illinois
$1.18M +$64.3K +263 +6%
ECM
357
ExodusPoint Capital Management
New York
$1.16M +$1.16M +4,729 New
BCM
358
Bridgeway Capital Management
Texas
$1.15M – – –
TCM
359
Twin Capital Management
Pennsylvania
$1.13M +$75.6K +309 +7%
CAN
360
Cetera Advisor Networks
California
$1.12M +$445K +1,820 +66%
APA
361
American Portfolios Advisors
New York
$1.12M +$43.1K +176 +4%
LWAC
362
Laurel Wealth Advisors (California)
California
$1.1M -$23K -94 -2%
AF
363
Advisornet Financial
Minnesota
$1.07M +$89.8K +367 +9%
HPC
364
HM Payson & Co
Maine
$1.07M -$38.7K -158 -3%
WAM
365
Weatherly Asset Management
California
$1.06M – – –
FHA
366
Flagship Harbor Advisors
Massachusetts
$1.05M +$18.3K +75 +2%
AAM
367
Azzad Asset Management
Virginia
$1.02M +$36.7K +150 +4%
GG
368
Golden Green
South Carolina
$1.02M -$9.3K -38 -0.9%
GWM
369
Geneos Wealth Management
Colorado
$1M +$6.06K +25 +0.6%
BAAM
370
Baker Avenue Asset Management
California
$982K +$982K +4,016 New
LWM
371
Lyell Wealth Management
California
$960K +$230K +940 +32%
Impax Asset Management Group
372
Impax Asset Management Group
United Kingdom
$951K – – –
Pacer Advisors
373
Pacer Advisors
Pennsylvania
$940K -$31.8K -130 -3%
AP
374
AlpInvest Partners
Netherlands
$939K +$939K +3,836 New
TFS
375
Thoroughbred Financial Services
Tennessee
$930K -$23.5K -96 -2%
13 14
15
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