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Okta
OKTA

Overview Fund Activity

463 hedge funds and large institutions have $10.5B invested in Okta in 2019 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 167 increasing their positions, 139 reducing their positions, and 76 closing their positions.

Holders
463
Holders Change
+1
Holders Change %
+0.22%
% of All Funds
9.14%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
84
Increased
167
Reduced
139
Closed
76
Calls
$413M
Puts
$489M
Net Calls
-$75.9M
Net Calls Change
-$104M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.22B
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$785M
3
Fidelity International
3
Fidelity International
Bermuda
$209M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$313M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.16B

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.13B
2
Point72 Asset Management
2
Point72 Asset Management
Connecticut
$0
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$161M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$13.4M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFC
426
Bedel Financial Consulting
Indiana
$10K 85 – –
BL
427
Balentine LLC
Georgia
$10K 91 +67 +279%
BWM
428
BerganKDV Wealth Management
Minnesota
$10K 91 +91 New
Credit Agricole
429
Credit Agricole
France
$9K 75 – –
HIA
430
Harbor Investment Advisory
Maryland
$9K 80 +80 New
PFP
431
Pinnacle Financial Partners
Tennessee
$8K 70 +70 New
EARNEST Partners
432
EARNEST Partners
Georgia
$7K 57 – –
CAW
433
Cornerstone Advisors (Washington)
Washington
$7K 63 +36 +133%
HR
434
Howe & Rusling
New York
$6K 51 – –
ETC
435
Exchange Traded Concepts
Oklahoma
$6K 49 +49 New
PCIA
436
Prime Capital Investment Advisors
Kansas
$5K 40 -100 -71%
LWANC
437
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K 40 – –
LWCFA
438
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$5K 40 – –
Fifth Third Bancorp
439
Fifth Third Bancorp
Ohio
$5K 47 – –
JAM
440
JCIC Asset Management
Ontario, Canada
$5K 40 +23 +135%
TA
441
TFG Advisers
Michigan
$5K 50 +50 New
WT
442
Whittier Trust
California
$4K 34 -34 -50%
ZB
443
Zions Bancorporation
Utah
$4K 36 +17 +89%
EWM
444
EPG Wealth Management
Georgia
$4K 31 +31 New
TCM
445
Tradewinds Capital Management
Washington
$3K 22 – –
SFSIG
446
San Francisco Sentry Investment Group
California
$3K 23 – –
PMFA
447
Plante Moran Financial Advisors
Michigan
$2K 20 -995 -98%
IF
448
Ironwood Financial
Arizona
$2K 15 – –
HI
449
Hudock Inc
Pennsylvania
$2K 19 – –
EI
450
Ellevest Inc
New York
$2K 14 +11 +367%
16 17
18
19 20