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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
376
Sowell Financial Services
Arkansas
$778K -$6.09K -26 -0.8%
KPCM
377
Kings Point Capital Management
New York
$772K +$662 +3 +0.1%
RA
378
Rational Advisors
New York
$766K -$47.4K -215 -6%
SWP
379
Stratos Wealth Partners
Ohio
$742K -$51.6K -234 -7%
UCFA
380
United Capital Financial Advisors
Texas
$736K -$128K -580 -15%
IMRF
381
Illinois Municipal Retirement Fund
Illinois
$734K – – –
MHS
382
M Holdings Securities
Oregon
$732K +$732K +3,320 New
RIM
383
Redpoint Investment Management
Australia
$721K – – –
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$714K -$125K -568 -15%
NA
385
NewEdge Advisors
Louisiana
$712K -$361K -1,635 -34%
CRC
386
Curi RMB Capital
Illinois
$701K – – –
CF
387
Centaurus Financial
California
$678K -$149K -675 -18%
CIAS
388
Capital Investment Advisory Services
North Carolina
$670K +$220 +1 +0%
LWM
389
Lyell Wealth Management
California
$658K +$444K +2,013 +207%
SS
390
Sunbelt Securities
Texas
$644K +$53.8K +244 +9%
OAM
391
Optimal Asset Management
California
$639K +$639K +2,900 New
CAN
392
Cetera Advisor Networks
California
$612K +$131K +593 +27%
CGL
393
Clarius Group LLC
Washington
$610K – – –
SI
394
Stephens Inc
Arkansas
$607K +$327K +1,486 +117%
DCM
395
Dupont Capital Management
Delaware
$603K +$21.8K +99 +4%
FAB
396
First American Bank
Illinois
$587K -$42.5K -193 -7%
HVM
397
Harvest Volatility Management
Connecticut
$579K +$225K +1,023 +64%
DT
398
Diversified Trust
Tennessee
$576K -$128K -581 -18%
ACM
399
AlphaCrest Capital Management
New York
$570K +$290K +1,315 +104%
SW
400
SkyOak Wealth
Michigan
$568K -$8.46K -30 -1%
14 15
16
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