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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
351
Wealthfront Advisers
California
$508K +$333K +3,682 +190%
CBA
352
Coastal Bridge Advisors
Connecticut
$505K – – –
DIM
353
DC Investments Management
Virginia
$505K +$505K +5,590 New
NIM
354
NuWave Investment Management
New Jersey
$498K +$398K +4,406 +399%
GWM
355
Geneos Wealth Management
Colorado
$490K +$6.72K +70 +1%
AP
356
AtonRa Partners
Switzerland
$486K -$3.17K -35 -0.6%
GSC
357
Ground Swell Capital
South Carolina
$485K +$485K +5,367 New
KAS
358
Kestra Advisory Services
Texas
$482K -$331K -3,659 -41%
KA
359
Kovack Advisors
Florida
$481K -$23K -254 -5%
Cetera Investment Advisers
360
Cetera Investment Advisers
Illinois
$477K -$532K -5,895 -53%
NA
361
NewEdge Advisors
Louisiana
$476K +$476K +5,266 New
FAM
362
Fred Alger Management
New York
$476K +$476K +5,267 New
CCMG
363
Clark Capital Management Group
Pennsylvania
$473K +$473K +5,235 New
ARG
364
Advisory Resource Group
Oklahoma
$472K +$257K +2,842 +119%
VRM
365
Vectors Research Management
New York
$467K -$13.9K -154 -3%
AIM
366
Achmea Investment Management
Netherlands
$462K – – –
TCM
367
Teza Capital Management
Illinois
$462K +$252K +2,788 +120%
GIM
368
Growth Interface Management
Florida
$452K -$7.23M -80,000 -94%
LIP
369
Liontrust Investment Partners
United Kingdom
$452K -$4.79M -53,000 -91%
TMC
370
Trellus Management Company
Florida
$452K – – –
HC
371
HNP Capital
New York
$449K -$7.24K -80 -2%
Pacer Advisors
372
Pacer Advisors
Pennsylvania
$441K +$441K +4,882 New
AT
373
American Trust
Kentucky
$433K -$259K -2,870 -37%
ACM
374
AlphaCrest Capital Management
New York
$432K -$268K -2,963 -38%
OC
375
Oppenheimer & Co
New York
$432K -$3.52K -39 -0.8%
13 14
15
16 17