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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$753M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$371M
3
American Century Companies
American Century Companies
Missouri
+$242M
4
WRCM
Whale Rock Capital Management
Massachusetts
+$229M
5
MCAV
Meritech Capital Associates V
California
+$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$535M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$324M
3
Alkeon Capital Management
Alkeon Capital Management
New York
-$147M
4
Artisan Partners
Artisan Partners
Wisconsin
-$103M
5
Invesco
Invesco
Georgia
-$95M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
451
SignatureFD
Georgia
$460K -$12.2K -50 -3%
MYLI
452
Meiji Yasuda Life Insurance
Japan
$459K +$62.7K +256 +16%
IA
453
IFP Advisors
Florida
$457K +$272K +1,118 +147%
HI
454
Harbour Investments
Wisconsin
$445K -$16.4K -67 -4%
HIIFS
455
Harel Insurance Investments & Financial Services
Israel
$443K -$1.64M -6,688 -79%
Holocene Advisors
456
Holocene Advisors
New York
$432K +$432K +1,767 New
Los Angeles Capital Management
457
Los Angeles Capital Management
California
$428K +$141K +576 +49%
BCM
458
Brookstone Capital Management
Illinois
$427K +$48.8K +196 +13%
PWA
459
Providence Wealth Advisors
Illinois
$416K – – –
SLG
460
Stanley-Laman Group
Pennsylvania
$415K +$415K +1,697 New
BCA
461
Berman Capital Advisors
Georgia
$413K +$73.5K +301 +22%
SCA
462
Spearhead Capital Advisors
Florida
$411K +$46.5K +190 +13%
NIG
463
NFJ Investment Group
Texas
$411K +$411K +1,680 New
ET
464
Equitable Trust
Tennessee
$408K -$18.8K -77 -4%
SLT
465
St Louis Trust
Missouri
$401K – – –
BAM
466
Belpointe Asset Management
Nevada
$397K -$51.2K -233 -11%
AP
467
Appleton Partners
Massachusetts
$394K -$183K -750 -32%
AR
468
Advisory Research
Illinois
$394K +$394K +1,609 New
CCP
469
Corient Capital Partners
California
$391K +$17.1K +70 +5%
RJT
470
Raymond James Trust
Florida
$386K -$55K -225 -12%
KWM
471
Kingsview Wealth Management
Oregon
$386K +$14K +58 +4%
SBIA
472
Sheaff Brock Investment Advisors
Indiana
$384K -$14.4K -59 -4%
BA
473
Bristlecone Advisors
Washington
$384K +$9.04K +37 +2%
MYAM
474
Meiji Yasuda Asset Management
Japan
$383K – – –
HR
475
Hayden Royal
North Carolina
$382K -$58.8K -240 -13%
17 18
19
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