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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
451
Paloma Partners
Connecticut
$361K -$1.3M -5,925 -78%
SLT
452
St Louis Trust
Missouri
$361K – – –
SBIA
453
Sheaff Brock Investment Advisors
Indiana
$359K -$11.9K -54 -3%
TCM
454
Tuttle Capital Management
Connecticut
$359K +$57K +259 +19%
FAIM
455
Financial Advocates Investment Management
Washington
$359K +$359K +1,630 New
MYLI
456
Meiji Yasuda Life Insurance
Japan
$357K -$212K -960 -37%
KWM
457
Kingsview Wealth Management
Oregon
$355K +$17.5K +76 +5%
HI
458
HBK Investments
Texas
$354K +$354K +1,605 New
VFA
459
Voya Financial Advisors
Connecticut
$352K +$4.7K +22 +1%
NCM
460
Narwhal Capital Management
Georgia
$350K -$989K -4,490 -74%
MYAM
461
Meiji Yasuda Asset Management
Japan
$345K +$93K +422 +37%
CS
462
Comerica Securities
Michigan
$343K -$1.54K -7 -0.4%
VPIM
463
Vanguard Personalized Indexing Management
California
$341K +$68.7K +312 +25%
AIM
464
Allen Investment Management
New York
$338K – – –
BA
465
Bristlecone Advisors
Washington
$338K +$92.3K +419 +38%
CCP
466
Corient Capital Partners
California
$337K +$20.5K +93 +6%
BCM
467
Brookstone Capital Management
Illinois
$335K +$33.3K +151 +11%
CCM
468
Cribstone Capital Management
Maine
$332K – – –
SCA
469
Spearhead Capital Advisors
Florida
$328K -$42.7K -194 -12%
SG
470
Strid Group
Pennsylvania
$328K – – –
SHGA
471
Sand Hill Global Advisors
California
$314K -$34.6K -157 -10%
HWA
472
HHM Wealth Advisors
Tennessee
$309K – – –
PAM
473
Paradigm Asset Management
New York
$309K -$22K -100 -7%
BCA
474
Berman Capital Advisors
Georgia
$305K +$3.07K +14 +1%
BAM
475
Blueshift Asset Management
New Jersey
$303K -$369K -1,676 -55%
17 18
19
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