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Okta
OKTA

Overview Fund Activity

445 hedge funds and large institutions have $10.1B invested in Okta in 2019 Q2 according to their latest regulatory filings, with 123 funds opening new positions, 144 increasing their positions, 131 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
445
Holders Change
+68
Holders Change %
+18.04%
% of All Funds
9.68%
Holding in Top 10
17
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+70%
% of All Funds
0.37%
New
123
Increased
144
Reduced
131
Closed
47
Calls
$351M
Puts
$287M
Net Calls
+$64.4M
Net Calls Change
+$126M

Top Buyers

1
BlackRock
BlackRock
New York
$828M
2
Sands Capital Management
Sands Capital Management
Virginia
$239M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.37B
4
Vanguard Group
Vanguard Group
Pennsylvania
$1.16B
5
State Street
State Street
Massachusetts
$254M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$423M
2
Allianz Asset Management
Allianz Asset Management
Germany
$266M
3
PI
Putnam Investments
Massachusetts
$182M
4
Holocene Advisors
Holocene Advisors
New York
$0
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAW
426
Cornerstone Advisors (Washington)
Washington
$6K +$6K +50 New
MIM
427
Macroview Investment Management
Maryland
$4K -$1.13K -9 -22%
SFSIG
428
San Francisco Sentry Investment Group
California
$3K – – –
EWM
429
Executive Wealth Management
Michigan
$3K – – –
TCM
430
Tradewinds Capital Management
Washington
$3K +$3K +22 New
BL
431
Balentine LLC
Georgia
$3K +$3K +24 New
TRCT
432
Tower Research Capital (TRC)
New York
$2K -$31.1K -249 -94%
HI
433
Hudock Inc
Pennsylvania
$2K – – –
PMFA
434
Plante Moran Financial Advisors
Michigan
$2K +$667 +5 +50%
LWCFA
435
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2K +$588 +5 +42%
JAM
436
JCIC Asset Management
Ontario, Canada
$2K +$2K +17 New
ZB
437
Zions Bancorporation
Utah
$2K +$2K +19 New
MWM
438
Meridian Wealth Management
Kentucky
$1.21K +$1.21K +981 New
BCH
439
Berkshire Capital Holdings
California
$1K – – –
TCOV
440
Trust Company of Vermont
Vermont
$1K – – –
CAM
441
ClariVest Asset Management
California
$1K – – –
TWA
442
TCI Wealth Advisors
Arizona
$1K – – –
BRWM
443
B. Riley Wealth Management
Tennessee
$431 -$187 -1,515 -30%
GT
444
Glenmede Trust
Pennsylvania
$87 +$26 +210 +42%
Holocene Advisors
445
Holocene Advisors
New York
– -$79.3M -957,950 Closed
Arrowstreet Capital
446
Arrowstreet Capital
Massachusetts
– -$77M -930,906 Closed
CMG
447
Cavalry Management Group
California
– -$19M -230,055 Closed
MGM
448
Miura Global Management
New York
– -$12.4M -150,000 Closed
Adage Capital Partners
449
Adage Capital Partners
Massachusetts
– -$4.55M -55,000 Closed
N
450
Natixis
France
– -$3.55M -43,712 Closed
16 17
18
19 20