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Okta
OKTA

Overview Fund Activity

603 hedge funds and large institutions have $19.3B invested in Okta in 2020 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 232 increasing their positions, 137 reducing their positions, and 57 closing their positions.

Holders
603
Holders Change
+104
Holders Change %
+20.84%
% of All Funds
12.39%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.37%
New
165
Increased
232
Reduced
137
Closed
57
Calls
$1.06B
Puts
$967M
Net Calls
+$95.5M
Net Calls Change
+$419M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.74B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.35B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.22B
4
Franklin Resources
4
Franklin Resources
California
$331M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$117M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$881M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$413M
3
Goldman Sachs
3
Goldman Sachs
New York
$151M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CI Investments Inc
451
CI Investments Inc
Ontario, Canada
$283K 1,415 -21,140 -94%
HWA
452
HHM Wealth Advisors
Tennessee
$280K 1,400 – –
VFA
453
Valeo Financial Advisors
Indiana
$280K 1,397 +1,025 +276%
SM
454
Sciencast Management
New Jersey
$280K 1,375 +1,375 New
CCP
455
Corient Capital Partners
California
$276K 1,379 +1,379 New
LNWWM
456
Laird Norton Wetherby Wealth Management
California
$264K 1,317 +1,317 New
MF
457
Magnetar Financial
Illinois
$263K 1,311 +1,311 New
BRWM
458
B. Riley Wealth Management
Tennessee
$259K 1,292 +1,292 New
MWM
459
Meridian Wealth Management
Kentucky
$257K 1,286 +1,286 New
N
460
Natixis
France
$256K 1,277 +1,277 New
NFG
461
Next Financial Group
Texas
$255K 1,272 +444 +54%
PF
462
Phoenix Financial
Israel
$252K 1,339 +1,339 New
IA
463
IFP Advisors
Florida
$250K 1,246 +52 +4%
GHAM
464
Gilman Hill Asset Management
Connecticut
$250K 1,250 +1,250 New
PFA
465
Professional Financial Advisors
Nebraska
$248K 1,240 +1,240 New
TCWM
466
Total Clarity Wealth Management
Illinois
$248K 1,241 +1,241 New
MAM
467
Morse Asset Management
Connecticut
$243K 1,215 +1,215 New
LS
468
Livforsakringsbolaget Skandia
Sweden
$240K 1,200 – –
HIIFS
469
Harel Insurance Investments & Financial Services
Israel
$240K 1,200 +1,200 New
SFS
470
Sowell Financial Services
Arkansas
$233K 1,166 +722 +163%
CI
471
Cigna Investments
Connecticut
$233K 1,161 +1,161 New
KCM
472
Kennedy Capital Management
Missouri
$231K 1,156 +1,156 New
MA
473
MANA Advisors
New York
$225K 1,125 +1,125 New
IAIM
474
International Assets Investment Management
Florida
$221K 1,106 +1,106 New
CCB
475
Cutter & Co Brokerage
Missouri
$220K 1,100 +1,100 New
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