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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFM
426
Forum Financial Management
Illinois
$224K +$224K +2,475 New
FTDI
427
First Trust Direct Indexing
Massachusetts
$223K -$29.3K -324 -12%
HPC
428
HM Payson & Co
Maine
$222K – – –
LCM
429
Landscape Capital Management
New Jersey
$220K +$220K +2,430 New
XT
430
XTX Topco
Cayman Islands
$220K +$220K +2,430 New
QC
431
Quent Capital
New York
$218K +$6.34K +70 +3%
EGM
432
Engineers Gate Manager
New York
$217K -$5.7M -62,948 -96%
CAN
433
Cetera Advisor Networks
California
$217K -$50.3K -556 -19%
Carson Wealth (CWM LLC)
434
Carson Wealth (CWM LLC)
Nebraska
$217K -$16.7K -184 -7%
GIA
435
Gladstone Institutional Advisory
Florida
$211K -$60.8K -672 -22%
SI
436
Stephens Inc
Arkansas
$211K -$14.9K -165 -7%
TCM
437
Teza Capital Management
Illinois
$209K +$209K +2,312 New
Two Sigma Advisers
438
Two Sigma Advisers
New York
$208K +$208K +2,300 New
Lazard Asset Management
439
Lazard Asset Management
New York
$207K -$1.45K -16 -0.7%
SW
440
Schulz Wealth
Texas
$207K +$207K +2,284 New
ISWM
441
Independent Solutions Wealth Management
New York
$205K +$205K +2,261 New
BTWM
442
Baker Tilly Wealth Management
Wisconsin
$203K +$203K +2,243 New
LOAMU
443
Lombard Odier Asset Management (USA)
New York
$203K -$110K -1,220 -35%
CFD
444
Creative Financial Designs
Indiana
$174K +$12.5K +138 +8%
GAM
445
Groupama Asset Management
France
$167K +$167K +1,847 New
OAM
446
Ostrum Asset Management
France
$166K -$61.6K -680 -27%
SOW
447
State of Wyoming
Wyoming
$166K +$166K +1,831 New
AS
448
AM Squared
Hong Kong
$163K +$163K +1,800 New
APW
449
Acima Private Wealth
Virginia
$143K – – –
Acadian Asset Management
450
Acadian Asset Management
Massachusetts
$139K +$74.9K +836 +117%
16 17
18
19 20