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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
426
Cetera Advisor Networks
California
$241K -$390K -4,781 -62%
AI
427
Atom Investors
Texas
$240K +$240K +2,943 New
Wealth Enhancement Advisory Services
428
Wealth Enhancement Advisory Services
Minnesota
$240K +$240K +2,939 New
MFAM
429
Motley Fool Asset Management
Virginia
$238K -$4.4K -54 -2%
FFWA
430
FRG Family Wealth Advisors
Washington
$236K – – –
BMSSC
431
B. Metzler seel. Sohn & Co
Germany
$232K -$94.5K -1,159 -29%
BRWA
432
B. Riley Wealth Advisors
Florida
$232K -$61.1K -749 -21%
KA
433
Kovack Advisors
Florida
$231K -$5.62K -69 -2%
FTDI
434
First Trust Direct Indexing
Massachusetts
$227K -$48.8K -599 -18%
AP
435
Adero Partners
California
$227K +$227K +2,782 New
CG
436
Caprock Group
Idaho
$224K -$67.1K -823 -23%
KWA
437
Kingswood Wealth Advisors
California
$223K +$223K +2,730 New
BP
438
Ballentine Partners
Massachusetts
$222K +$222K +2,727 New
OSAM
439
O'Shaughnessy Asset Management
Connecticut
$216K +$216K +2,655 New
NYLIM
440
New York Life Investment Management
New York
$212K +$212K +2,602 New
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$210K +$13.2K +162 +7%
OAM
442
Ostrum Asset Management
France
$205K +$101K +1,245 +98%
SI
443
Stephens Inc
Arkansas
$203K +$38K +466 +23%
AWS
444
Atria Wealth Solutions
New York
$201K +$201K +2,464 New
VCP
445
Verus Capital Partners
Arizona
$200K +$200K +2,459 New
HPC
446
HM Payson & Co
Maine
$200K -$2.28K -28 -1%
WI
447
Wahed Invest
New York
$196K +$17K +208 +9%
QC
448
Quent Capital
New York
$190K -$3.02K -37 -2%
Lazard Asset Management
449
Lazard Asset Management
New York
$187K +$40.4K +498 +28%
BCV
450
Banque Cantonale Vaudoise
Switzerland
$175K -$485K -5,952 -73%
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