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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$395M
3
FCM
3
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
4
Capital International Investors
California
$96M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$893M
Name Market Value Shares Shares
Change 		Shares
Change %
CRC
426
Curi RMB Capital
Illinois
$348K 1,627 +1,627 New
SG
427
Strid Group
Pennsylvania
$347K 1,622 – –
PCG
428
Private Capital Group
Connecticut
$339K 1,587 -55 -3%
SHGA
429
Sand Hill Global Advisors
California
$338K 1,580 +5 +0.3%
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$334K 1,562 -200 -11%
CA
431
Cetera Advisors
Colorado
$331K 1,550 +1,550 New
TFA
432
Toth Financial Advisory
Virginia
$330K 1,545 – –
AII
433
AGF Investments Inc
Ontario, Canada
$328K 1,534 -37 -2%
CM
434
Castleark Management
Illinois
$321K 1,500 – –
LNWWM
435
Laird Norton Wetherby Wealth Management
California
$320K 1,495 +178 +14%
FFS
436
Founders Financial Securities
Maryland
$318K 1,485 -1,743 -54%
JWCA
437
J.W. Cole Advisors
Florida
$316K 1,480 +1,480 New
SWA
438
Stratos Wealth Advisors
Ohio
$308K 1,439 +1,439 New
CI Investments Inc
439
CI Investments Inc
Ontario, Canada
$299K 1,396 -19 -1%
HWA
440
HHM Wealth Advisors
Tennessee
$299K 1,400 – –
Pacer Advisors
441
Pacer Advisors
Pennsylvania
$295K 1,380 +1,380 New
BCA
442
Berman Capital Advisors
Georgia
$292K 1,370 -410 -23%
CCP
443
Corient Capital Partners
California
$288K 1,346 -33 -2%
Los Angeles Capital Management
444
Los Angeles Capital Management
California
$287K 1,340 +1,340 New
GLA
445
Great Lakes Advisors
Illinois
$284K 1,326 -70,883 -98%
JCM
446
Jag Capital Management
Missouri
$278K 1,300 +1,300 New
PF
447
Phoenix Financial
Israel
$276K 1,372 +33 +2%
IA
448
IFP Advisors
Florida
$273K 1,277 +31 +2%
PM
449
Parametrica Management
Hong Kong
$264K 1,232 -594 -33%
CANY
450
Caxton Associates (New York)
New York
$259K 1,210 -1,953 -62%
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