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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
376
CI Investments Inc
Ontario, Canada
$369K -$47.2K -681 -11%
Simplex Trading
377
Simplex Trading
Illinois
$361K -$2.13M -30,825 -86%
BAMF
378
BI Asset Management Fondsmaeglerselskab
Denmark
$351K -$95.1K -1,370 -21%
CWA
379
CM Wealth Advisors
Ohio
$349K – – –
GIA
380
Gladstone Institutional Advisory
Florida
$348K +$178K +2,564 +104%
SW
381
SVB Wealth
Massachusetts
$347K -$15.7K -227 -4%
VCM
382
Vetamer Capital Management
California
$346K -$403K -5,814 -54%
CIBC Asset Management
383
CIBC Asset Management
Ontario, Canada
$345K +$208 +3 +0.1%
BZWA
384
Blue Zone Wealth Advisors
California
$343K +$36.2K +522 +12%
FIM
385
Freedom Investment Management
Connecticut
$342K -$72.1K -1,039 -17%
S
386
SignatureFD
Georgia
$337K -$30.4K -438 -8%
Impax Asset Management Group
387
Impax Asset Management Group
United Kingdom
$334K +$128K +1,852 +62%
MA
388
Mezzasalma Advisors
New Jersey
$325K – – –
OP
389
ORG Partners
Indiana
$323K +$323K +4,657 New
FRM
390
Fox Run Management
Connecticut
$316K -$633K -9,127 -67%
MC
391
Machina Capital
France
$314K +$89.7K +1,294 +40%
DU
392
Delphia (USA)
Ontario, Canada
$314K -$386K -5,559 -55%
CCFM
393
Clear Creek Financial Management
Washington
$309K +$277 +4 +0.1%
AWM
394
Avior Wealth Management
Nebraska
$299K -$33.8K -487 -10%
PWM
395
Perigon Wealth Management
California
$299K -$14.6K -211 -5%
BJL
396
Brighton Jones LLC
Washington
$298K +$8.11K +117 +3%
TCM
397
Triumph Capital Management
Colorado
$295K -$40.3K -581 -12%
Loomis, Sayles & Company
398
Loomis, Sayles & Company
Massachusetts
$295K +$295K +4,251 New
GAM
399
Griffin Asset Management
New York
$292K – – –
CCMG
400
Clark Capital Management Group
Pennsylvania
$289K +$485 +7 +0.2%
14 15
16
17 18