OKTA icon

Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
401
Choreo LLC
Illinois
$271K -$33.4K -369 -11%
MGP
402
Metis Global Partners
California
$269K -$30.3K -335 -10%
VAS
403
Vestmark Advisory Solutions
Massachusetts
$263K +$263K +2,902 New
FFWA
404
FRG Family Wealth Advisors
Washington
$263K – – –
IWA
405
Inspirion Wealth Advisors
Illinois
$262K -$32.6K -375 -11%
BJL
406
Brighton Jones LLC
Washington
$261K -$168K -1,852 -39%
GGS
407
Galvin Gaustad & Stein
Arizona
$258K -$27.2K -300 -10%
ECG
408
EPIQ Capital Group
California
$257K +$257K +2,840 New
BCV
409
Banque Cantonale Vaudoise
Switzerland
$255K +$60.1K +663 +31%
Impax Asset Management Group
410
Impax Asset Management Group
United Kingdom
$252K -$42.9K -474 -15%
GWM
411
Geneos Wealth Management
Colorado
$248K -$374K -4,132 -60%
CG
412
Caprock Group
Idaho
$245K -$3.98K -44 -2%
AC
413
Armistice Capital
New York
$243K +$243K +2,682 New
OA
414
Oracle Alpha
Ontario, Canada
$242K +$242K +2,676 New
PTC
415
Petrus Trust Company
Texas
$242K -$115K -1,271 -32%
MFAM
416
Motley Fool Asset Management
Virginia
$242K -$22.3K -246 -8%
OSAM
417
O'Shaughnessy Asset Management
Connecticut
$238K -$2.08K -23 -0.9%
WI
418
Wahed Invest
New York
$236K +$18.7K +207 +9%
TC
419
TownSquare Capital
Utah
$236K +$236K +2,603 New
NYLIM
420
New York Life Investment Management
New York
$232K -$3.08K -34 -1%
GT
421
Greenleaf Trust
Michigan
$230K -$40.9K -452 -15%
AP
422
AtonRa Partners
Switzerland
$228K -$40K -442 -15%
VCP
423
Verus Capital Partners
Arizona
$228K +$5.43K +60 +2%
ASGS
424
Alpha Square Group S
New York
$226K +$226K +2,500 New
BP
425
Ballentine Partners
Massachusetts
$225K -$22.3K -246 -9%
15 16
17
18 19