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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ET
451
Equitable Trust
Tennessee
$543K +$5.6K +22 +1%
WAM
452
World Asset Management
Michigan
$542K +$15.8K +62 +3%
MLL
453
Moody Lynn & Lieberson
Massachusetts
$536K +$20.3K +80 +4%
CRCM
454
Corbett Road Capital Management
Virginia
$534K -$23.6K -93 -4%
TPA
455
Trivium Point Advisory
Connecticut
$533K +$58.2K +232 +12%
PJB
456
Paul John Balson
California
$526K – – –
OWM
457
Opes Wealth Management
California
$521K – – –
SW
458
SkyOak Wealth
Michigan
$520K -$381K -1,500 -42%
SIC
459
Salem Investment Counselors
North Carolina
$520K +$520K +2,047 New
AII
460
AGF Investments Inc
Ontario, Canada
$519K +$129K +508 +33%
CW
461
CreativeOne Wealth
Kansas
$518K +$518K +2,036 New
CL
462
CPWM LLC
Washington
$515K +$3.31K +13 +0.6%
PSUF
463
People's United Financial
Connecticut
$509K +$18.6K +73 +4%
HCM
464
Harvey Capital Management
Florida
$508K +$508K +2,000 New
ALAM
465
Asahi Life Asset Management
Japan
$506K +$15.3K +60 +3%
WCM
466
Washburn Capital Management
Florida
$498K +$40.4K +159 +9%
Nisa Investment Advisors
467
Nisa Investment Advisors
Missouri
$496K – – –
CAGAS
468
Capital Advisory Group Advisory Services
Minnesota
$490K +$231K +908 +89%
EI
469
Ethic Inc
New York
$487K +$180K +708 +59%
Verition Fund Management
470
Verition Fund Management
Connecticut
$484K +$484K +1,903 New
GLA
471
Great Lakes Advisors
Illinois
$480K +$143K +563 +42%
MSRPS
472
Maryland State Retirement & Pension System
Maryland
$477K +$477K +1,855 New
PP
473
Prudential plc
United Kingdom
$465K – – –
CM
474
Castleark Management
Illinois
$465K +$83.9K +330 +22%
LS
475
Livforsakringsbolaget Skandia
Sweden
$458K +$153K +600 +50%
17 18
19
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