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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$518K +$6.9K +80 +1%
KAS
377
Kestra Advisory Services
Texas
$516K -$3.19K -37 -0.6%
FIM
378
Freedom Investment Management
Connecticut
$515K -$289K -3,351 -36%
CM
379
Castleark Management
Illinois
$514K +$514K +5,960 New
GCP
380
GSA Capital Partners
United Kingdom
$502K +$502K +5,820 New
VA
381
Valmark Advisers
Ohio
$499K +$110K +1,279 +28%
CP
382
CenterBook Partners
Connecticut
$490K -$6.3K -73 -1%
MGP
383
Metis Global Partners
California
$487K +$24.3K +282 +5%
CG
384
Cutler Group
California
$486K -$570K -6,619 -54%
BA
385
Bristlecone Advisors
Washington
$483K +$45.3K +525 +10%
AWS
386
AJ Wealth Strategies
New York
$478K – – –
BL
387
Balentine LLC
Georgia
$468K +$19.2K +223 +4%
MOACM
388
Mutual of America Capital Management
New York
$466K +$128K +1,490 +38%
BBVA
389
Banco Bilbao Vizcaya Argentaria
Spain
$461K -$192K -2,231 -29%
S
390
SignatureFD
Georgia
$456K -$19.3K -224 -4%
SW
391
SVB Wealth
Massachusetts
$451K +$451K +5,232 New
TFS
392
Thoroughbred Financial Services
Tennessee
$448K -$49.8K -578 -10%
BFM
393
Boothbay Fund Management
New York
$442K -$1.06M -12,331 -71%
IA
394
IAM Advisory
Pennsylvania
$442K +$442K +5,123 New
AIM
395
Achmea Investment Management
Netherlands
$440K – – –
CIBC Asset Management
396
CIBC Asset Management
Ontario, Canada
$429K +$22.9K +265 +6%
MML Investors Services
397
MML Investors Services
Massachusetts
$426K -$81.4K -945 -16%
TCM
398
Triumph Capital Management
Colorado
$417K -$372K -4,317 -47%
BRWA
399
B. Riley Wealth Advisors
Florida
$417K -$18.8K -218 -4%
AWM
400
Avior Wealth Management
Nebraska
$414K +$4.74K +55 +1%
14 15
16
17 18