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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$885M
2
CIP
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
Soma Equity Partners
California
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
351
M&T Bank
New York
$482K -$15.9K -229 -3%
FRA
352
Frank Rimerman Advisors
California
$481K – – –
RK
353
Rather & Kittrell
Tennessee
$465K -$332K -4,794 -42%
VA
354
Valmark Advisers
Ohio
$464K +$62.6K +903 +16%
KAS
355
Kestra Advisory Services
Texas
$453K +$38.4K +553 +9%
MOACM
356
Mutual of America Capital Management
New York
$445K +$69.8K +1,006 +19%
X
357
Xponance
Pennsylvania
$437K -$74.6K -1,075 -15%
EOJOAM
358
E. Ohman J:or Asset Management
Sweden
$437K – – –
QCM
359
Qsemble Capital Management
New York
$430K +$236K +3,400 +121%
TSS
360
Two Sigma Securities
New York
$423K +$423K +6,093 New
SFG
361
Synergy Financial Group
California
$419K – – –
CAPTRUST Financial Advisors
362
CAPTRUST Financial Advisors
North Carolina
$417K -$65.3K -941 -14%
MWM
363
Mission Wealth Management
California
$414K +$414K +5,973 New
P8IP
364
Pier 88 Investment Partners
California
$409K -$469K -6,768 -53%
Aviva
365
Aviva
United Kingdom
$396K -$4.93M -71,140 -93%
Wealthfront Advisers
366
Wealthfront Advisers
California
$394K -$26.3K -379 -6%
II
367
Inspire Investing
Idaho
$393K +$393K +5,661 New
AWS
368
AJ Wealth Strategies
New York
$392K +$7.21K +104 +2%
PRC
369
Pearl River Capital
Michigan
$392K +$392K +5,646 New
I
370
InceptionR
California
$388K +$388K +5,593 New
CP
371
CenterBook Partners
Connecticut
$381K -$12.5K -180 -3%
BA
372
Bristlecone Advisors
Washington
$379K -$9.78K -141 -3%
BL
373
Balentine LLC
Georgia
$377K +$555 +8 +0.1%
AIA
374
Affinity Investment Advisors
California
$374K -$355K -5,118 -49%
TFS
375
Thoroughbred Financial Services
Tennessee
$372K +$11.6K +167 +3%
13 14
15
16 17