OKTA icon

Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
Citadel Advisors
Florida
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$425M
5
SCM
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
5
SM
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
426
Stephens Inc
Arkansas
$250K -$47.5K -525 -16%
BFS
427
Bard Financial Services
Connecticut
$249K +$113K +1,250 +83%
S
428
SignatureFD
Georgia
$246K +$69.1K +764 +39%
TI
429
Tidal Investments
Wisconsin
$244K +$88.9K +984 +57%
E
430
Ergoteles
New York
$235K +$235K +2,599 New
NRS
431
Neville Rodie & Shaw
New York
$234K -$5.98K -66 -2%
PP
432
Prudential plc
United Kingdom
$233K +$86K +951 +59%
CQS
433
Credential Qtrade Securities
$232K +$232K +2,570 New
BCM
434
BTC Capital Management
Iowa
$232K -$91.8K -1,004 -28%
HPC
435
HM Payson & Co
Maine
$231K +$91 +1 +0%
OCM
436
Octahedron Capital Management
California
$226K +$226K +2,500 New
CCFM
437
Clear Creek Financial Management
Washington
$223K +$39K +432 +21%
CG
438
Caprock Group
Idaho
$218K +$19.4K +214 +10%
CCP
439
Corient Capital Partners
California
$216K +$46.3K +512 +27%
SGA
440
Seaport Global Advisors
Massachusetts
$215K +$155K +1,711 +256%
DAM
441
Diamant Asset Management
Connecticut
$212K – – –
VWA
442
V Wealth Advisors
Kansas
$211K +$21.2K +234 +11%
SIC
443
Salem Investment Counselors
North Carolina
$210K -$48.3K -535 -19%
S
444
Seeyond
France
$209K -$4.24K -47 -2%
BAM
445
Blueshift Asset Management
New Jersey
$202K -$2.76M -30,459 -93%
FMLI
446
Fukoku Mutual Life Insurance
Japan
$193K – – –
MOACM
447
Mutual of America Capital Management
New York
$186K – – –
KC
448
Knuff & Co
California
$181K -$1.09M -12,003 -86%
APA
449
American Portfolios Advisors
New York
$175K -$90.7K -1,003 -34%
EI
450
Ellevest Inc
New York
$172K -$27K -299 -14%
16 17
18
19 20