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Okta
OKTA

Overview Fund Activity

463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$785M
3
Fidelity International
3
Fidelity International
Bermuda
$209M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$313M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.16B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$161M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.4M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIAS
401
Shine Investment Advisory Services
Colorado
$44K 381 – –
CIA
402
CSat Investment Advisory
Michigan
$43K 369 +46 +14%
QCG
403
Quadrant Capital Group
Ohio
$33K 295 +46 +18%
TL
404
TrueWealth LLC
Georgia
$31K 270 – –
TWA
405
TCI Wealth Advisors
Arizona
$30K 263 +258 +5,160%
EWM
406
Edge Wealth Management
New York
$29K 250 – –
MPWT
407
MassMutual Private Wealth & Trust
Connecticut
$28K 240 -192 -44%
FWM
408
Focused Wealth Management
New York
$28K 241 – –
WAP
409
Wealthcare Advisory Partners
Pennsylvania
$27K 235 +25 +12%
MAM
410
Meeder Asset Management
Ohio
$24K 206 +83 +67%
OPS
411
Orion Portfolio Solutions
Nebraska
$24K 206 +206 New
LC
412
Lindbrook Capital
California
$23K 200 -100 -33%
AIM
413
AIA Investment Management
Singapore
$23K 201 -89 -31%
CB
414
Community Bank
New York
$23K 200 +200 New
CTC
415
Central Trust Company
Missouri
$20K 170 – –
GWMIA
416
Global Wealth Management Investment Advisory
Florida
$17K 150 – –
AWA
417
Arkadios Wealth Advisors
Georgia
$14.9K 110 +110 New
NSIM
418
North Star Investment Management
Illinois
$14K 125 – –
PCM
419
Penserra Capital Management
California
$13K 105 +105 New
AW
420
Alpha Windward
Massachusetts
$13K 115 +115 New
GI
421
Gradient Investments
Minnesota
$12K 100 -50 -33%
JCM
422
Jacobi Capital Management
Pennsylvania
$12K 100 – –
VRM
423
Vectors Research Management
New York
$12K 100 – –
AWM
424
Avior Wealth Management
Nebraska
$12K 110 +30 +38%
TPWA
425
TRUE Private Wealth Advisors
Oregon
$11K 100 +100 New
15 16
17
18 19