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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WPW
401
Waldron Private Wealth
Pennsylvania
$528K +$4.98K +33 +1%
BAAM
402
Baker Avenue Asset Management
California
$528K +$524K +521,146 +13,463%
CIBC World Market
403
CIBC World Market
Ontario, Canada
$498K +$36.3K +240 +8%
CFGS
404
Concourse Financial Group Securities
Alabama
$497K -$768K -5,090 -61%
SS
405
Sunbelt Securities
Texas
$496K +$9.77K +64 +2%
SI
406
Stephens Inc
Arkansas
$496K +$98.5K +653 +25%
AIP
407
Ameritas Investment Partners
Nebraska
$487K – – –
CAN
408
Cetera Advisor Networks
California
$481K -$63.7K -422 -12%
MHS
409
M Holdings Securities
Oregon
$479K +$479K +3,174 New
Robeco Institutional Asset Management
410
Robeco Institutional Asset Management
Netherlands
$471K -$164K -1,083 -26%
SLI
411
Sumitomo Life Insurance
Japan
$471K -$20.6K -136 -4%
OAM
412
Oppenheimer Asset Management
New York
$471K +$6.2K +41 +1%
GITFIT
413
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$468K +$468K +3,100 New
HCA
414
Harbour Capital Advisors
Virginia
$466K +$222K +1,469 +91%
BCV
415
Banque Cantonale Vaudoise
Switzerland
$462K +$196K +1,300 +74%
PAM
416
Panagora Asset Management
Massachusetts
$460K +$13.9K +92 +3%
BA
417
Bristlecone Advisors
Washington
$459K +$116K +770 +34%
AC
418
AWM Capital
Arizona
$454K +$302 +2 +0.1%
CIAS
419
Capital Investment Advisory Services
North Carolina
$448K -$11K -73 -2%
APA
420
American Portfolios Advisors
New York
$444K -$164K -1,089 -27%
BWA
421
Bordeaux Wealth Advisors
California
$443K -$13.5K -89 -3%
SFI
422
Siemens Fonds Invest
Germany
$440K +$17.5K +116 +4%
SIC
423
Salem Investment Counselors
North Carolina
$432K -$99K -655 -19%
BBVA
424
Banco Bilbao Vizcaya Argentaria
Spain
$422K -$1.08M -7,235 -72%
AP
425
Adero Partners
California
$413K -$302 -2 -0.1%
15 16
17
18 19