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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
401
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$799K -$5.38M -21,966 -87%
CF
402
Centaurus Financial
California
$767K +$14.9K +61 +2%
NA
403
NewEdge Advisors
Louisiana
$762K -$27.9K -114 -4%
AWA
404
Alta Wealth Advisors
Massachusetts
$750K +$169K +691 +29%
CIAS
405
Capital Investment Advisory Services
North Carolina
$744K – – –
RA
406
Rational Advisors
New York
$741K -$109K -445 -13%
SS
407
Sunbelt Securities
Texas
$720K +$31.3K +133 +5%
B
408
BP
United Kingdom
$714K -$302K -1,234 -30%
OAM
409
Optimal Asset Management
California
$710K – – –
SC
410
Sepio Capital
Utah
$709K +$709K +2,899 New
DF
411
Donoghue Forlines
Massachusetts
$708K +$708K +2,894 New
SI
412
Stephens Inc
Arkansas
$701K +$26.9K +110 +4%
CS
413
Cannell & Spears
New York
$696K +$125K +510 +22%
BWA
414
Bordeaux Wealth Advisors
California
$685K +$685K +2,800 New
EI
415
Ethic Inc
New York
$665K +$166K +678 +33%
Wealthfront Advisers
416
Wealthfront Advisers
California
$660K +$660K +2,699 New
AIP
417
Ameritas Investment Partners
Nebraska
$653K +$31.1K +127 +5%
FAB
418
First American Bank
Illinois
$642K -$10K -41 -2%
OAM
419
Oppenheimer Asset Management
New York
$633K +$326K +1,333 +106%
VPIM
420
Vanguard Personalized Indexing Management
California
$632K +$253K +1,032 +67%
VWM
421
Vigilare Wealth Management
Arizona
$625K +$145K +591 +30%
AIL
422
AGF Investments LLC
Ontario, Canada
$619K +$11.5K +47 +2%
LS
423
Livforsakringsbolaget Skandia
Sweden
$612K +$171K +700 +39%
GH
424
Grosvenor Holdings
Illinois
$610K +$610K +2,494 New
CC
425
Centiva Capital
New York
$603K +$603K +2,463 New
15 16
17
18 19