OKTA icon

Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
Citadel Advisors
Florida
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$425M
5
SCM
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
5
SM
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAS
376
Park Avenue Securities
New York
$407K -$734K -8,118 -64%
Macquarie Group
377
Macquarie Group
Australia
$396K -$64.5M -716,421 -99%
CC
378
Centiva Capital
New York
$393K -$1.46M -16,153 -79%
BMSSC
379
B. Metzler seel. Sohn & Co
Germany
$386K -$499K -5,525 -56%
LNWWM
380
Laird Norton Wetherby Wealth Management
California
$386K +$37.6K +416 +11%
CI Investments Inc
381
CI Investments Inc
Ontario, Canada
$380K +$363K +4,021 +2,139%
MNBTD
382
Moody National Bank Trust Division
Texas
$376K -$478K -5,290 -56%
FHA
383
Flagship Harbor Advisors
Massachusetts
$376K -$14.1K -156 -4%
GCP
384
GSA Capital Partners
United Kingdom
$372K +$372K +4,118 New
CAN
385
Cetera Advisor Networks
California
$370K +$81.8K +904 +28%
X
386
Xponance
Pennsylvania
$365K -$940K -10,382 -72%
LIM
387
Leavell Investment Management
Alabama
$359K -$388K -4,300 -52%
WAM
388
Weatherly Asset Management
California
$358K -$21.7K -240 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
389
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K +$245K +2,702 +227%
ISWM
390
Independent Solutions Wealth Management
New York
$352K -$489K -5,412 -58%
YIH
391
Y-Intercept (HK)
Hong Kong
$345K +$345K +3,819 New
LWM
392
Lyell Wealth Management
California
$342K -$4.61K -51 -1%
OQS
393
Occudo Quantitative Strategies
Florida
$341K -$1.05M -11,590 -75%
SC
394
Sepio Capital
Utah
$341K +$9.93K +110 +3%
GAM
395
Griffin Asset Management
New York
$334K +$334K +3,697 New
BA
396
Bristlecone Advisors
Washington
$331K +$56.4K +625 +21%
WPW
397
Waldron Private Wealth
Pennsylvania
$323K +$6.6K +73 +2%
MFAM
398
Motley Fool Asset Management
Virginia
$316K -$83.6K -814 -21%
SS
399
Sunbelt Securities
Texas
$316K +$22.7K +251 +8%
VI
400
Vestcor Inc
New Brunswick, Canada
$313K +$102K +1,122 +48%
14 15
16
17 18