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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
NL
376
NVWM LLC
Pennsylvania
$1.06M +$22.1K +87 +2%
FHA
377
Flagship Harbor Advisors
Massachusetts
$1.05M +$45K +177 +4%
PFGIA
378
Patriot Financial Group Insurance Agency
Massachusetts
$1.04M – – –
APA
379
American Portfolios Advisors
New York
$1.04M +$218K +859 +27%
Mackenzie Financial
380
Mackenzie Financial
Ontario, Canada
$1.03M -$601K -2,362 -37%
WCM
381
Weld Capital Management
New York
$1.02M +$1.02M +4,003 New
PGCM
382
Prescott Group Capital Management
Oklahoma
$1.02M – – –
CAM
383
Cresset Asset Management
Illinois
$1.02M +$25.7K +101 +3%
CAM
384
Concorde Asset Management
Michigan
$1.01M -$102K -401 -9%
CCM
385
Conway Capital Management
California
$1.01M +$1.01M +3,965 New
AAM
386
Azzad Asset Management
Virginia
$1M -$4.83K -19 -0.5%
UCFA
387
United Capital Financial Advisors
Texas
$996K +$367K +1,444 +58%
SAM
388
Shell Asset Management
Netherlands
$978K +$170K +667 +21%
P8IP
389
Pier 88 Investment Partners
California
$974K +$399K +1,570 +69%
SC
390
Scotia Capital
Ontario, Canada
$972K +$366K +1,438 +60%
LNWWM
391
Laird Norton Wetherby Wealth Management
California
$971K +$591K +2,324 +155%
GW
392
GW & Wade
Massachusetts
$970K +$1.02K +4 +0.1%
CF
393
Centaurus Financial
California
$953K +$122K +482 +15%
CG
394
Caprock Group
Idaho
$942K +$1.78K +7 +0.2%
RA
395
Rational Advisors
New York
$938K -$498K -1,960 -35%
AF
396
Advisornet Financial
Minnesota
$933K -$44.5K -175 -5%
SWP
397
Stratos Wealth Partners
Ohio
$915K -$13.7K -54 -1%
DBT
398
Dubuque Bank & Trust
Iowa
$908K -$42K -165 -4%
WPW
399
Waldron Private Wealth
Pennsylvania
$900K – – –
Impax Asset Management Group
400
Impax Asset Management Group
United Kingdom
$898K +$103K +404 +13%
14 15
16
17 18