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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
351
Ethic Inc
New York
$504K -$265K -3,248 -34%
CC
352
Corton Capital
Ontario, Canada
$503K -$213K -2,612 -30%
ASN
353
Advisory Services Network
Georgia
$494K -$750K -9,202 -60%
MWM
354
Mission Wealth Management
California
$487K +$408 +5 +0.1%
SFG
355
Synergy Financial Group
California
$483K -$8.89K -109 -2%
N
356
Natixis
France
$472K -$975K -11,962 -67%
IAA
357
Independent Advisor Alliance
North Carolina
$464K -$1.57M -19,253 -77%
Aviva
358
Aviva
United Kingdom
$461K -$4.57K -56 -1%
BA
359
Bristlecone Advisors
Washington
$440K -$4.73K -58 -1%
S
360
SignatureFD
Georgia
$436K +$40.2K +493 +10%
CIBC Asset Management
361
CIBC Asset Management
Ontario, Canada
$425K +$19.7K +242 +5%
BCM
362
BluePath Capital Management
Georgia
$421K +$421K +5,171 New
RP
363
Riverbridge Partners
Minnesota
$412K -$209K -2,564 -34%
BZWA
364
Blue Zone Wealth Advisors
California
$408K +$5.46K +67 +1%
LCS
365
Levin Capital Strategies
New York
$408K +$81.5K +1,000 +25%
CI Investments Inc
366
CI Investments Inc
Ontario, Canada
$403K -$31K -381 -7%
AWM
367
Avior Wealth Management
Nebraska
$401K +$49.6K +608 +14%
CF
368
Cantor Fitzgerald
New York
$395K +$395K +4,840 New
BL
369
Balentine LLC
Georgia
$394K -$49.2K -604 -11%
CAPTRUST Financial Advisors
370
CAPTRUST Financial Advisors
North Carolina
$391K -$99.4K -1,219 -20%
CCFM
371
Clear Creek Financial Management
Washington
$389K +$25.6K +314 +7%
OP
372
ORG Partners
Indiana
$387K +$7.66K +94 +2%
BJL
373
Brighton Jones LLC
Washington
$386K +$36K +442 +10%
SW
374
SVB Wealth
Massachusetts
$385K -$22.7K -279 -6%
TCM
375
Triumph Capital Management
Colorado
$382K +$35.6K +437 +10%
13 14
15
16 17