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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
CGL
426
Clarius Group LLC
Washington
$704K +$22.6K +89 +3%
SS
427
Sunbelt Securities
Texas
$681K +$88.2K +347 +15%
DCM
428
Dupont Capital Management
Delaware
$670K -$285K -1,119 -30%
CCG
429
Capital CS Group
California
$670K +$670K +2,634 New
AC
430
Allstate Corporation
Illinois
$660K +$137K +539 +26%
MYLI
431
Meiji Yasuda Life Insurance
Japan
$656K +$656K +2,579 New
SC
432
Sepio Capital
Utah
$646K +$646K +2,539 New
QI
433
Qtron Investments
Massachusetts
$640K +$107K +420 +20%
AIP
434
Ameritas Investment Partners
Nebraska
$634K +$634K +2,492 New
GWM
435
Geneos Wealth Management
Colorado
$588K -$40.8K -192 -6%
MOACM
436
Mutual of America Capital Management
New York
$582K -$32.3K -127 -5%
DAM
437
Diamant Asset Management
Connecticut
$582K – – –
WMSA
438
Weiss Multi-Strategy Advisers
New York
$581K +$581K +2,285 New
AAS
439
Avantax Advisory Services
Texas
$578K -$844K -3,320 -59%
YIH
440
Y-Intercept (HK)
Hong Kong
$577K +$577K +2,213 New
AWA
441
Alta Wealth Advisors
Massachusetts
$575K +$575K +2,260 New
XM
442
XTX Markets
New York
$571K +$571K +2,245 New
DWM
443
Dakota Wealth Management
Florida
$565K +$565K +2,223 New
VWA
444
V Wealth Advisors
Kansas
$560K +$560K +2,203 New
SRAM
445
Spouting Rock Asset Management
Pennsylvania
$557K +$557K +2,189 New
CAN
446
Cetera Advisor Networks
California
$555K +$254 +1 +0%
PWM
447
Perigon Wealth Management
California
$555K +$71.9K +283 +15%
RCAG
448
Rehmann Capital Advisory Group
Michigan
$553K +$553K +1,304 New
CFD
449
Creative Financial Designs
Indiana
$551K +$3.82K +15 +0.7%
Parallax Volatility Advisers
450
Parallax Volatility Advisers
California
$548K -$4.49M -17,663 -89%
16 17
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