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Okta
OKTA

Overview Fund Activity

463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$785M
3
Fidelity International
3
Fidelity International
Bermuda
$209M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$313M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.16B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$161M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.4M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
HFM
376
Harvest Fund Management
China
$106K 827 -683 -45%
S
377
Seeyond
France
$103K 890 – –
LIA
378
LS Investment Advisors
Michigan
$102K 886 – –
QI
379
QS Investors
New York
$94K 800 – –
AA
380
Ancora Advisors
Ohio
$89K 775 +775 New
CFD
381
Creative Financial Designs
Indiana
$86K 730 -60 -8%
PCG
382
Private Capital Group
Connecticut
$86K 746 +557 +295%
MS
383
Mizuho Securities
Japan
$81K 700 – –
RIA
384
Realta Investment Advisors
Delaware
$79K 606 -29 -5%
FDCDDQ
385
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.6K 638 +490 +331%
SFS
386
Sowell Financial Services
Arkansas
$73K 630 +534 +556%
TRCT
387
Tower Research Capital (TRC)
New York
$70K 606 -4,765 -89%
BWP
388
Baldwin Wealth Partners
Massachusetts
$70K 600 +500 +500%
OIA
389
Optimum Investment Advisors
Illinois
$69K 600 – –
SPIA
390
Steward Partners Investment Advisory
New York
$67K 582 -145 -20%
Northwestern Mutual Wealth Management
391
Northwestern Mutual Wealth Management
Wisconsin
$67K 581 +30 +5%
VFA
392
Valeo Financial Advisors
Indiana
$63K 550 +237 +76%
ASN
393
Advisory Services Network
Georgia
$62K 538 -1,022 -66%
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$61K 251 – –
WEC
395
Winslow Evans & Crocker
Massachusetts
$60K 510 – –
GT
396
Glenmede Trust
Pennsylvania
$58K 510 -445 -47%
AAP
397
Arax Advisory Partners
Colorado
$58K 506 -121 -19%
FANJ
398
Financial Architects (New Jersey)
New Jersey
$52K 450 – –
BCA
399
Berman Capital Advisors
Georgia
$46K 412 +86 +26%
GEA
400
Glen Eagle Advisors
New Jersey
$45K 390 -185 -32%
14 15
16
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