OKTA icon

Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
351
Atom Investors
Texas
$429K +$163K +1,797 +61%
BCM
352
BluePath Capital Management
Georgia
$429K -$5.29K -63 -1%
Pathstone Holdings
353
Pathstone Holdings
New Jersey
$423K +$423K +4,663 New
TI
354
Tidal Investments
Wisconsin
$423K +$16.8K +186 +4%
SW
355
SVB Wealth
Massachusetts
$418K -$9.51K -105 -2%
MA
356
Mezzasalma Advisors
New Jersey
$418K -$5.43K -60 -1%
N
357
Natixis
France
$415K -$109K -1,205 -21%
CWM
358
CIBC World Markets
New York
$395K +$395K +4,367 New
TCM
359
Triumph Capital Management
Colorado
$395K -$29.7K -328 -7%
EF
360
Empowered Funds
Pennsylvania
$389K +$38.9K +430 +11%
NA
361
NewEdge Advisors
Louisiana
$383K +$52K +574 +16%
Verition Fund Management
362
Verition Fund Management
Connecticut
$379K -$657K -7,260 -63%
BL
363
Balentine LLC
Georgia
$377K -$60.4K -667 -14%
Mercer Global Advisors
364
Mercer Global Advisors
Colorado
$374K +$70.7K +782 +23%
P8IP
365
Pier 88 Investment Partners
California
$374K -$1.32M -14,600 -78%
RS
366
Rakuten Securities
Japan
$372K +$372K +4,109 New
WPW
367
Waldron Private Wealth
Pennsylvania
$368K +$4.07K +45 +1%
CCMG
368
Clark Capital Management Group
Pennsylvania
$368K -$9.05K -100 -2%
FHA
369
Flagship Harbor Advisors
Massachusetts
$365K +$7.7K +85 +2%
MWM
370
Mission Wealth Management
California
$359K -$182K -2,009 -34%
BMSSC
371
B. Metzler seel. Sohn & Co
Germany
$356K +$97.8K +1,080 +38%
VRM
372
Vectors Research Management
New York
$351K +$1.36K +15 +0.4%
PP
373
Pingora Partners
Wyoming
$350K +$350K +3,865 New
S
374
SignatureFD
Georgia
$350K -$135K -1,487 -28%
CB
375
Commerce Bank
Missouri
$347K +$996 +11 +0.3%
13 14
15
16 17