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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
GS
401
GTS Securities
New York
$297K +$297K +3,639 New
VI
402
Vestcor Inc
New Brunswick, Canada
$289K +$896 +11 +0.3%
LOAMU
403
Lombard Odier Asset Management (USA)
New York
$282K +$282K +3,461 New
SM
404
Sciencast Management
New Jersey
$281K +$281K +3,447 New
RWI
405
Red Wave Investments
Pennsylvania
$278K – – –
National Bank of Canada
406
National Bank of Canada
Quebec, Canada
$277K -$52.5K -661 -16%
IWA
407
Inspirion Wealth Advisors
Illinois
$276K – – –
MIM
408
MetLife Investment Management
New Jersey
$275K +$326 +4 +0.1%
CL
409
Choreo LLC
Illinois
$274K +$13K +160 +5%
Mercer Global Advisors
410
Mercer Global Advisors
Colorado
$273K +$6.11K +75 +2%
MGP
411
Metis Global Partners
California
$270K +$5.38K +66 +2%
AI
412
AdvisorShares Investments
Maryland
$269K +$269K +3,300 New
IWC
413
Integrated Wealth Concepts
Massachusetts
$268K -$1.47K -18 -0.5%
WBC
414
Westpac Banking Corp
Australia
$266K +$236K +2,900 +790%
Impax Asset Management Group
415
Impax Asset Management Group
United Kingdom
$266K -$127K -1,560 -32%
OQS
416
Occudo Quantitative Strategies
Florida
$262K -$816K -10,008 -76%
PFO
417
Pathstone Family Office
New Jersey
$262K +$262K +3,209 New
GGS
418
Galvin Gaustad & Stein
Arizona
$257K – – –
AC
419
AWM Capital
Arizona
$246K +$1.63K +20 +0.7%
OWM
420
Opes Wealth Management
California
$245K – – –
GIA
421
Gladstone Institutional Advisory
Florida
$245K -$165K -2,020 -40%
SC
422
Sonen Capital
California
$245K – – –
GT
423
Greenleaf Trust
Michigan
$244K -$18.7K -229 -7%
CC
424
Cipher Capital
New York
$243K -$616K -7,556 -72%
AP
425
AtonRa Partners
Switzerland
$241K -$70.9K -870 -23%
15 16
17
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