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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
376
Teamwork Financial Advisors
Texas
$718K -$613K -4,061 -46%
SW
377
SteelPeak Wealth
California
$690K +$166K +1,100 +32%
TCM
378
Triumph Capital Management
Colorado
$690K +$235K +1,558 +52%
CB
379
Commerce Bank
Missouri
$676K +$271K +1,793 +67%
LWAC
380
Laurel Wealth Advisors (California)
California
$663K -$27.9K -185 -4%
DU
381
Delphia (USA)
Ontario, Canada
$661K +$492K +3,263 +292%
Mercer Global Advisors
382
Mercer Global Advisors
Colorado
$655K -$22.3K -148 -3%
PWM
383
Perigon Wealth Management
California
$652K +$906 +6 +0.1%
FHA
384
Flagship Harbor Advisors
Massachusetts
$652K +$7.85K +52 +1%
CWM
385
CIBC World Markets
New York
$649K +$161K +1,070 +33%
RIM
386
Redpoint Investment Management
Australia
$645K +$645K +4,270 New
CGL
387
Clarius Group LLC
Washington
$639K – – –
WAM
388
Weatherly Asset Management
California
$634K – – –
QT
389
Quantbot Technologies
New York
$634K +$634K +4,200 New
ANRIA
390
American National Registered Investment Advisor
Texas
$624K -$135K -892 -18%
PAG
391
Private Advisor Group
New Jersey
$621K -$312K -2,065 -33%
PRC
392
Pearl River Capital
Michigan
$607K +$607K +4,024 New
M&T Bank
393
M&T Bank
New York
$598K +$30.2K +200 +5%
QCM
394
Quantinno Capital Management
New York
$591K +$591K +3,916 New
MFAM
395
Motley Fool Asset Management
Virginia
$587K -$18.7K -124 -3%
LNWWM
396
Laird Norton Wetherby Wealth Management
California
$582K +$29.2K +193 +5%
LWM
397
Lyell Wealth Management
California
$579K -$13.6K -90 -2%
KPCM
398
Kings Point Capital Management
New York
$559K – – –
SC
399
Sepio Capital
Utah
$554K +$107K +711 +24%
BCM
400
BTC Capital Management
Iowa
$534K -$1.72M -11,382 -76%
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