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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
376
Mezzasalma Advisors
New Jersey
$381K – – –
ESCM
377
Echo Street Capital Management
New York
$380K -$1.44M -17,699 -79%
TI
378
Tidal Investments
Wisconsin
$366K +$60.7K +745 +20%
WDC
379
Woodward Diversified Capital
California
$355K +$355K +4,360 New
TFS
380
Thoroughbred Financial Services
Tennessee
$351K -$86.1K -1,057 -20%
SPC
381
Sigma Planning Corp
Michigan
$340K +$57.9K +710 +20%
CCMG
382
Clark Capital Management Group
Pennsylvania
$340K – – –
VIM
383
Vinva Investment Management
Australia
$338K +$338K +4,150 New
MMA
384
Miracle Mile Advisors
California
$331K -$3.99K -49 -1%
WPW
385
Waldron Private Wealth
Pennsylvania
$328K +$1.22K +15 +0.4%
WSCM
386
Wellington Shields Capital Management
New York
$326K +$326K +4,000 New
FHA
387
Flagship Harbor Advisors
Massachusetts
$322K -$2.04K -25 -0.6%
PTC
388
Petrus Trust Company
Texas
$321K -$313K -3,835 -49%
EF
389
Empowered Funds
Pennsylvania
$315K +$23.2K +285 +8%
VI
390
Versor Investments
New York
$313K +$313K +3,843 New
PWM
391
Prosperity Wealth Management
California
$311K +$23.2K +285 +8%
CB
392
Commerce Bank
Missouri
$311K +$13.9K +170 +5%
AT
393
American Trust
Kentucky
$309K +$309K +3,793 New
GCP
394
GSA Capital Partners
United Kingdom
$304K +$304K +3,724 New
CC
395
Courier Capital
New York
$303K +$5.87K +72 +2%
VRM
396
Vectors Research Management
New York
$302K +$5.63K +72 +2%
CC
397
Centiva Capital
New York
$302K +$302K +3,703 New
WP
398
Woodline Partners
California
$301K -$436K -5,351 -59%
NA
399
NewEdge Advisors
Louisiana
$298K -$6.03K -74 -2%
FRA
400
Frank Rimerman Advisors
California
$297K -$268K -3,283 -47%
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