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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
376
Courier Capital
New York
$338K +$2.35K +26 +0.7%
AWM
377
Avior Wealth Management
Nebraska
$338K -$108K -1,189 -24%
BCM
378
BluePointe Capital Management
California
$333K +$333K +3,678 New
FRA
379
Frank Rimerman Advisors
California
$330K – – –
IMCOOI
380
Investment Management Corp of Ontario (IMCO)
Canada
$327K +$327K +3,617 New
ALAM
381
Asahi Life Asset Management
Japan
$325K +$325K +3,595 New
AIA
382
Angeles Investment Advisors
California
$323K +$323K +3,563 New
VI
383
Vestcor Inc
New Brunswick, Canada
$318K -$3.35K -37 -1%
TRCT
384
Tower Research Capital (TRC)
New York
$317K +$282K +3,110 +793%
QI
385
Qtron Investments
Massachusetts
$316K +$316K +3,494 New
PA
386
Parallel Advisors
California
$314K -$25M -276,288 -99%
RCA
387
Resonant Capital Advisors
Wisconsin
$308K +$308K +3,406 New
BRWA
388
B. Riley Wealth Advisors
Florida
$308K +$50.3K +556 +20%
RWI
389
Red Wave Investments
Pennsylvania
$307K -$1.27K -14 -0.4%
MIM
390
MetLife Investment Management
New Jersey
$306K – – –
IWC
391
Integrated Wealth Concepts
Massachusetts
$299K +$996 +11 +0.3%
AT
392
American Trust
Kentucky
$297K -$46.1K -509 -13%
Fisher Asset Management
393
Fisher Asset Management
Washington
$296K +$296K +3,269 New
WP
394
Woodline Partners
California
$291K -$42.6K -471 -13%
KWA
395
Kingswood Wealth Advisors
California
$289K +$41.9K +463 +17%
UCFA
396
United Capital Financial Advisors
Texas
$288K +$288K +3,182 New
TFS
397
Thoroughbred Financial Services
Tennessee
$282K -$107K -1,186 -28%
AC
398
AWM Capital
Arizona
$273K -$181 -2 -0.1%
OWM
399
Opes Wealth Management
California
$273K +$453 +5 +0.2%
SC
400
Sonen Capital
California
$272K – – –
14 15
16
17 18