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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPC
426
Sigma Planning Corp
Michigan
$240K +$240K +3,467 New
RWI
427
Red Wave Investments
Pennsylvania
$236K – – –
IWA
428
Inspirion Wealth Advisors
Illinois
$235K +$70.4K +1,015 +43%
FTDI
429
First Trust Direct Indexing
Massachusetts
$235K -$19.9K -287 -8%
MIM
430
MetLife Investment Management
New Jersey
$234K -$40.2K -579 -15%
IWC
431
Integrated Wealth Concepts
Massachusetts
$229K +$6.87K +99 +3%
Mercer Global Advisors
432
Mercer Global Advisors
Colorado
$227K +$16.3K +235 +8%
MGP
433
Metis Global Partners
California
$225K -$167K -2,404 -43%
GT
434
Greenleaf Trust
Michigan
$223K -$5.9K -85 -3%
CL
435
Choreo LLC
Illinois
$222K – – –
GGS
436
Galvin Gaustad & Stein
Arizona
$218K +$218K +3,150 New
DDC
437
DF Dent & Co
Maryland
$217K – – –
CMI
438
Clare Market Investments
Texas
$217K +$217K +3,127 New
ISL
439
Ingalls & Snyder LLC
New York
$212K +$212K +3,063 New
OWM
440
Opes Wealth Management
California
$209K – – –
BC
441
Bridgefront Capital
Texas
$208K +$208K +3,006 New
AC
442
AWM Capital
Arizona
$208K -$347 -5 -0.2%
SC
443
Sonen Capital
California
$208K – – –
AC
444
AXQ Capital
New Jersey
$208K +$208K +3,000 New
MYLI
445
Meiji Yasuda Life Insurance
Japan
$208K -$343K -4,950 -62%
RWP
446
RWA Wealth Partners
Massachusetts
$207K -$1.14M -16,482 -85%
MFAM
447
Motley Fool Asset Management
Virginia
$206K +$206K +2,968 New
O
448
Ossiam
France
$206K +$114K +1,648 +125%
FFWA
449
FRG Family Wealth Advisors
Washington
$201K – – –
KA
450
Kovack Advisors
Florida
$201K +$4.09K +59 +2%
16 17
18
19 20