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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$251M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$181M
3
JCAM
Jericho Capital Asset Management
New York
$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.27B

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.5M
2
Morgan Stanley
Morgan Stanley
New York
$121M
3
Millennium Management
Millennium Management
New York
$54.7M
4
First Trust Advisors
First Trust Advisors
Illinois
$273M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAWA
351
Palo Alto Wealth Advisors
California
$680K -$25.9K -300 -4%
PNC Financial Services Group
352
PNC Financial Services Group
Pennsylvania
$671K -$41.6K -482 -6%
RJFSA
353
Raymond James Financial Services Advisors
Florida
$666K -$366K -4,241 -35%
CAN
354
Cetera Advisor Networks
California
$665K +$665K +7,707 New
RP
355
Riverbridge Partners
Minnesota
$664K -$4.48K -52 -0.7%
LNWWM
356
Laird Norton Wetherby Wealth Management
California
$640K +$49.8K +577 +8%
X
357
Xponance
Pennsylvania
$637K -$86 -1 -0%
M&T Bank
358
M&T Bank
New York
$620K +$59.3K +688 +11%
BBA
359
Baader Bank Aktiengesellschaft
Germany
$612K -$247K -2,870 -29%
CAPTRUST Financial Advisors
360
CAPTRUST Financial Advisors
North Carolina
$600K +$94.5K +1,096 +19%
OC
361
Oppenheimer & Co
New York
$600K +$26K +302 +5%
WP
362
Woodline Partners
California
$598K -$33.9M -393,210 -98%
FRA
363
Frank Rimerman Advisors
California
$598K – – –
AAS
364
Ameritas Advisory Services
Nebraska
$598K -$8.05K -109 -1%
GWM
365
Geneos Wealth Management
Colorado
$596K -$25.4K -295 -4%
WCM
366
Washington Capital Management
Washington
$569K – – –
AIM
367
Aigen Investment Management
New York
$566K +$566K +6,563 New
WEG
368
World Equity Group
Illinois
$564K +$564K +43,437 New
BAMF
369
BI Asset Management Fondsmaeglerselskab
Denmark
$554K +$234K +2,715 +73%
CG
370
Caprock Group
Idaho
$552K +$82K +951 +17%
EOJOAM
371
E. Ohman J:or Asset Management
Sweden
$543K – – –
ASN
372
Advisory Services Network
Georgia
$534K -$804K -9,319 -60%
BAAM
373
Baker Avenue Asset Management
California
$526K -$27 -27 -0%
Wealthfront Advisers
374
Wealthfront Advisers
California
$523K -$74.3K -861 -12%
SFG
375
Synergy Financial Group
California
$521K -$1.9K -22 -0.4%
13 14
15
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