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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SAM
426
Shell Asset Management
Netherlands
$410K – – –
AAS
427
Avantax Advisory Services
Texas
$407K +$115K +764 +39%
FIM
428
Freedom Investment Management
Connecticut
$402K +$138K +915 +52%
IG
429
ING Group
Netherlands
$397K -$550K -3,642 -58%
IA
430
IndexIQ Advisors
New York
$395K +$23.7K +157 +6%
NRS
431
Neville Rodie & Shaw
New York
$394K – – –
JM
432
Jeneq Management
New York
$392K -$15.8M -104,700 -98%
HPC
433
HM Payson & Co
Maine
$385K -$152K -1,010 -28%
TPA
434
Trivium Point Advisory
Connecticut
$383K -$41K -273 -10%
LCS
435
Levin Capital Strategies
New York
$377K +$377K +2,500 New
FAB
436
First American Bank
Illinois
$360K -$36.2K -240 -9%
ARG
437
Advisory Resource Group
Oklahoma
$359K +$53.7K +356 +18%
S
438
Seeyond
France
$357K -$323K -2,137 -47%
DAM
439
Diamant Asset Management
Connecticut
$355K – – –
SWP
440
Stratos Wealth Partners
Ohio
$352K -$153K -1,015 -30%
VI
441
Vestcor Inc
New Brunswick, Canada
$352K +$119K +791 +51%
TCM
442
Teza Capital Management
Illinois
$350K +$164K +1,085 +88%
RJT
443
Raymond James Trust
Florida
$349K +$87.9K +581 +34%
AC
444
Apogem Capital
New York
$347K +$347K +2,298 New
BRWM
445
B. Riley Wealth Management
Tennessee
$339K -$52.1K -345 -13%
LA
446
LexAurum Advisors
Kansas
$336K +$199K +1,322 +146%
EI
447
Ellevest Inc
New York
$333K +$106K +698 +46%
CG
448
Caprock Group
Idaho
$331K -$199K -1,319 -38%
AWA
449
Aaron Wealth Advisors
Illinois
$330K +$330K +49,816 New
MLL
450
Moody Lynn & Lieberson
Massachusetts
$326K +$5.73K +38 +2%
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