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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
401
Kings Point Capital Management
New York
$889K – – –
Cerity Partners
402
Cerity Partners
New York
$879K +$205K +805 +30%
BIAS
403
Beacon Investment Advisory Services
New Jersey
$872K +$610K +2,400 +233%
AIL
404
AGF Investments LLC
Ontario, Canada
$867K -$662K -2,602 -43%
PG
405
Pendal Group
Australia
$867K +$117K +459 +16%
BCV
406
Banque Cantonale Vaudoise
Switzerland
$866K -$523K -2,059 -38%
MAM
407
Melqart Asset Management
United Kingdom
$864K +$864K +3,400 New
SFS
408
Sowell Financial Services
Arkansas
$851K +$645K +2,537 +313%
WS
409
Wedbush Securities
California
$848K +$25.2K +99 +3%
IMRF
410
Illinois Municipal Retirement Fund
Illinois
$847K +$387K +1,520 +84%
Janney Montgomery Scott
411
Janney Montgomery Scott
Pennsylvania
$837K -$44.5K -175 -5%
RIM
412
Redpoint Investment Management
Australia
$832K +$38.6K +152 +5%
Manulife (Manufacturers Life Insurance)
413
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$830K +$211K +830 +34%
DT
414
Diversified Trust
Tennessee
$813K -$223K -876 -22%
MFAM
415
Motley Fool Asset Management
Virginia
$809K +$113K +444 +16%
CRC
416
Curi RMB Capital
Illinois
$809K +$395K +1,553 +95%
Bank Julius Baer & Co
417
Bank Julius Baer & Co
Switzerland
$807K -$1.54M -6,039 -66%
BC
418
Bridgefront Capital
Texas
$795K +$795K +3,126 New
AP
419
Appleton Partners
Massachusetts
$791K – – –
GGS
420
Galvin Gaustad & Stein
Arizona
$782K +$782K +3,075 New
TRCT
421
Tower Research Capital (TRC)
New York
$778K +$69.9K +275 +10%
BAM
422
Blueshift Asset Management
New Jersey
$776K +$198K +777 +34%
CIAS
423
Capital Investment Advisory Services
North Carolina
$773K – – –
BAM
424
Belpointe Asset Management
Nevada
$740K +$484K +2,125 +189%
FAB
425
First American Bank
Illinois
$726K -$32.8K -129 -4%
15 16
17
18 19