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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIM
426
Freedom Investment Management
Connecticut
$448K +$448K +2,032 New
CFD
427
Creative Financial Designs
Indiana
$445K -$32.9K -149 -7%
HCM
428
Harvey Capital Management
Florida
$440K – – –
PIM
429
Perpetual Investment Management
Australia
$440K +$440K +2,000 New
VF
430
Virtu Financial
New York
$434K -$4.75M -21,546 -92%
VWM
431
Vigilare Wealth Management
Arizona
$433K +$226K +1,023 +109%
S
432
SignatureFD
Georgia
$426K +$56.7K +257 +15%
Bank of Nova Scotia
433
Bank of Nova Scotia
Ontario, Canada
$419K -$102M -463,894 -100%
AII
434
AGF Investments Inc
Ontario, Canada
$417K -$32.8K -149 -7%
HI
435
Harbour Investments
Wisconsin
$416K +$416K +1,887 New
MWM
436
Meridian Wealth Management
Kentucky
$414K +$19.2K +87 +5%
GLA
437
Great Lakes Advisors
Illinois
$407K -$9.48K -43 -2%
CAPTRUST Financial Advisors
438
CAPTRUST Financial Advisors
North Carolina
$407K +$259K +1,175 +175%
IA
439
IndexIQ Advisors
New York
$406K +$46.1K +209 +13%
PP
440
Prudential plc
United Kingdom
$404K – – –
RJT
441
Raymond James Trust
Florida
$398K +$22.9K +104 +6%
LS
442
Livforsakringsbolaget Skandia
Sweden
$397K – – –
HR
443
Hayden Royal
North Carolina
$397K +$17.4K +79 +5%
TSS
444
Two Sigma Securities
New York
$392K +$392K +1,778 New
WG
445
Winton Group
United Kingdom
$388K +$189K +860 +95%
ET
446
Equitable Trust
Tennessee
$385K -$86K -390 -18%
WMSA
447
Weiss Multi-Strategy Advisers
New York
$375K -$128K -582 -25%
PWA
448
Providence Wealth Advisors
Illinois
$375K – – –
BAM
449
Belpointe Asset Management
Nevada
$366K -$217K -1,209 -37%
SMFG
450
Sumitomo Mitsui Financial Group
Japan
$364K -$2.23M -10,450 -86%
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