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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
401
Ameritas Investment Partners
Nebraska
$560K +$10.6K +48 +2%
PM
402
Parametrica Management
Hong Kong
$558K -$642K -3,004 -53%
AIL
403
AGF Investments LLC
Ontario, Canada
$548K -$204K -924 -27%
AC
404
Allstate Corporation
Illinois
$545K -$27.1K -123 -5%
WAM
405
World Asset Management
Michigan
$543K -$32.1K -119 -6%
BCM
406
Bayesian Capital Management
New York
$532K +$532K +2,412 New
SAM
407
Shell Asset Management
Netherlands
$527K -$320K -1,455 -38%
AWA
408
Alta Wealth Advisors
Massachusetts
$524K +$25.4K +115 +5%
AP
409
Appleton Partners
Massachusetts
$521K -$165K -750 -24%
EGM
410
Engineers Gate Manager
New York
$518K -$8.85M -40,150 -94%
BAMF
411
BI Asset Management Fondsmaeglerselskab
Denmark
$518K +$301K +1,364 +139%
CS
412
Cannell & Spears
New York
$514K +$514K +2,333 New
DAM
413
Diamant Asset Management
Connecticut
$505K – – –
VWA
414
V Wealth Advisors
Kansas
$494K +$8.81K +40 +2%
WCM
415
Washburn Capital Management
Florida
$494K +$62.3K +283 +14%
TPA
416
Trivium Point Advisory
Connecticut
$490K +$22.5K +102 +5%
MOACM
417
Mutual of America Capital Management
New York
$489K -$15K -68 -3%
SIC
418
Salem Investment Counselors
North Carolina
$486K +$34.6K +157 +8%
SCA
419
Sander Capital Advisors
Washington
$473K +$117K +533 +33%
MLL
420
Moody Lynn & Lieberson
Massachusetts
$467K +$1.76K +8 +0.4%
PSUF
421
People's United Financial
Connecticut
$466K +$24.7K +112 +6%
AAS
422
Avantax Advisory Services
Texas
$463K -$38.9K -176 -8%
JG
423
Jefferies Group
New York
$455K -$982K -4,453 -68%
OWM
424
Opes Wealth Management
California
$452K – – –
EI
425
Ethic Inc
New York
$449K +$27.3K +124 +6%
15 16
17
18 19