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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
401
Centiva Capital
New York
$414K -$224K -2,603 -35%
MA
402
Mezzasalma Advisors
New Jersey
$404K -$23.3K -270 -5%
PWM
403
Perigon Wealth Management
California
$390K +$102K +1,182 +35%
CCFM
404
Clear Creek Financial Management
Washington
$384K +$100K +1,163 +35%
BZWA
405
Blue Zone Wealth Advisors
California
$381K +$10.8K +125 +3%
SGA
406
Seaport Global Advisors
Massachusetts
$379K +$114K +1,318 +43%
Cerity Partners
407
Cerity Partners
New York
$377K -$171K -1,983 -31%
CB
408
Commerce Bank
Missouri
$373K +$67.8K +786 +22%
SFS
409
Sowell Financial Services
Arkansas
$369K +$369K +4,284 New
GAM
410
Griffin Asset Management
New York
$364K +$24.1K +280 +7%
AP
411
AtonRa Partners
Switzerland
$361K -$19.6K -227 -5%
BJL
412
Brighton Jones LLC
Washington
$360K +$20.2K +234 +6%
FHA
413
Flagship Harbor Advisors
Massachusetts
$360K -$1.98K -23 -0.5%
CCMG
414
Clark Capital Management Group
Pennsylvania
$359K +$2.24K +26 +0.6%
BA
415
Bridgewater Associates
Connecticut
$354K -$1.34M -15,543 -79%
MMA
416
Miracle Mile Advisors
California
$353K +$3.36K +39 +1%
WPW
417
Waldron Private Wealth
Pennsylvania
$352K +$352K +4,086 New
VRM
418
Vectors Research Management
New York
$349K -$2.93K -34 -0.8%
BMSSC
419
B. Metzler seel. Sohn & Co
Germany
$346K -$126K -1,465 -27%
MIM
420
MetLife Investment Management
New Jersey
$341K +$776 +9 +0.2%
HC
421
HNP Capital
New York
$340K -$8.45K -98 -2%
CWA
422
CM Wealth Advisors
Ohio
$327K +$327K +4,717 New
FTDI
423
First Trust Direct Indexing
Massachusetts
$317K +$59.2K +687 +23%
SM
424
Sciencast Management
New Jersey
$314K +$314K +4,151 New
AT
425
American Trust
Kentucky
$309K +$309K +3,581 New
15 16
17
18 19