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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
National Bank of Canada
401
National Bank of Canada
Quebec, Canada
$287K -$801K -11,557 -74%
GC
402
Gilbert & Cook
Iowa
$287K +$287K +4,136 New
MMA
403
Miracle Mile Advisors
California
$285K +$693 +10 +0.2%
BMSSC
404
B. Metzler seel. Sohn & Co
Germany
$278K – – –
WPW
405
Waldron Private Wealth
Pennsylvania
$278K -$5.34K -77 -2%
LCS
406
Levin Capital Strategies
New York
$277K +$277K +4,000 New
FHA
407
Flagship Harbor Advisors
Massachusetts
$275K -$14.2K -205 -5%
TCM
408
Teza Capital Management
Illinois
$269K +$269K +3,873 New
AP
409
AtonRa Partners
Switzerland
$266K -$24.2K -349 -8%
VRM
410
Vectors Research Management
New York
$263K -$17.8K -256 -6%
JF
411
Jump Financial
Illinois
$260K +$260K +3,745 New
TI
412
Tidal Investments
Wisconsin
$259K +$97.2K +1,404 +60%
NA
413
NewEdge Advisors
Louisiana
$259K -$746K -10,759 -74%
NC
414
NinePointTwo Capital
California
$257K +$257K +3,709 New
OR
415
Olympiad Research
Connecticut
$255K +$255K +3,675 New
CB
416
Commerce Bank
Missouri
$253K -$47.2K -680 -16%
PCM
417
Prelude Capital Management
New York
$253K +$253K +3,647 New
SEC
418
Seven Eight Capital
New York
$253K +$253K +3,642 New
CC
419
Courier Capital
New York
$252K +$252K +3,640 New
BRWA
420
B. Riley Wealth Advisors
Florida
$250K -$85.9K -1,239 -26%
EST
421
EA Series Trust
Pennsylvania
$248K +$248K +3,579 New
EF
422
Empowered Funds
Pennsylvania
$248K +$248K +3,579 New
CG
423
Caprock Group
Idaho
$247K -$197K -2,836 -44%
PWM
424
Prosperity Wealth Management
California
$245K +$245K +3,535 New
VI
425
Vestcor Inc
New Brunswick, Canada
$245K -$2.7K -39 -1%
15 16
17
18 19