OKTA icon

Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$783M
2
Capital Research Global Investors
Capital Research Global Investors
California
+$612M
3
Allianz Asset Management
Allianz Asset Management
Germany
+$452M
4
Sands Capital Management
Sands Capital Management
Virginia
+$192M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$145M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.19B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$372M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$299M
4
DVC
Deer VIII & Co
New York
-$247M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$113M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
426
IFP Advisors
Florida
$770K +$325K +1,370 +73%
AWA
427
Alta Wealth Advisors
Massachusetts
$763K +$35.4K +149 +5%
RP
428
Riverbridge Partners
Minnesota
$749K +$221K +933 +42%
OAM
429
Oppenheimer Asset Management
New York
$733K +$119K +502 +19%
NA
430
NewEdge Advisors
Louisiana
$729K -$9.97K -42 -1%
AIP
431
Ameritas Investment Partners
Nebraska
$723K +$90.2K +380 +14%
CIAS
432
Capital Investment Advisory Services
North Carolina
$722K – – –
BCA
433
Bay Colony Advisors
Massachusetts
$722K +$722K +3,040 New
SS
434
Sunbelt Securities
Texas
$720K – – –
SC
435
Sepio Capital
Utah
$713K +$24.7K +104 +4%
PWM
436
Perigon Wealth Management
California
$710K -$75.5K -318 -10%
SI
437
Stephens Inc
Arkansas
$708K +$27.6K +116 +4%
Wealthfront Advisers
438
Wealthfront Advisers
California
$706K +$65.3K +275 +10%
OAM
439
Optimal Asset Management
California
$691K +$2.38K +10 +0.3%
NFG
440
Next Financial Group
Texas
$677K -$916K -3,861 -58%
CS
441
Cannell & Spears
New York
$675K – – –
BWA
442
Bordeaux Wealth Advisors
California
$665K – – –
VPIM
443
Vanguard Personalized Indexing Management
California
$662K +$49.2K +207 +8%
CGL
444
Clarius Group LLC
Washington
$659K +$659K +2,778 New
Wellington Management Group
445
Wellington Management Group
Massachusetts
$658K +$658K +2,774 New
BA
446
Bridgewater Associates
Connecticut
$653K -$1.07M -4,505 -62%
CB
447
Commerce Bank
Missouri
$644K -$242K -1,020 -27%
BRWM
448
B. Riley Wealth Management
Tennessee
$644K +$644K +2,714 New
VWM
449
Vigilare Wealth Management
Arizona
$640K +$33.5K +141 +6%
AAS
450
Avantax Advisory Services
Texas
$624K +$146K +612 +30%
16 17
18
19 20