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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
Citadel Advisors
Florida
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$425M
5
SCM
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
5
SM
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Allspring Global Investments
451
Allspring Global Investments
North Carolina
$158K +$180 +2 +0.1%
SWM
452
Spire Wealth Management
Virginia
$152K -$407K -4,511 -73%
CFD
453
Creative Financial Designs
Indiana
$142K -$21.5K -238 -13%
IA
454
IFP Advisors
Florida
$141K – – –
CCM
455
Cribstone Capital Management
Maine
$136K – – –
PVH
456
Psagot Value Holdings
Israel
$136K +$136K +1,500 New
National Bank of Canada
457
National Bank of Canada
Quebec, Canada
$134K -$10.5K -116 -7%
HNWAG
458
High Net Worth Advisory Group
Florida
$132K -$20.3K -225 -13%
FM
459
Freemont Management
Switzerland
$128K – – –
SIM
460
Studio Investment Management
Illinois
$125K +$125K +1,383 New
HWA
461
HHM Wealth Advisors
Tennessee
$124K +$362 +4 +0.3%
SWA
462
Sutton Wealth Advisors
Florida
$121K +$61.4K +679 +103%
WI
463
Wahed Invest
New York
$120K -$14.2K -157 -11%
LS
464
Livforsakringsbolaget Skandia
Sweden
$99K – – –
AA
465
Ancora Advisors
Ohio
$94K – – –
QC
466
Quent Capital
New York
$91K +$2.88K +32 +3%
Carson Wealth (CWM LLC)
467
Carson Wealth (CWM LLC)
Nebraska
$91K +$26.2K +291 +41%
AFG
468
Albion Financial Group
Utah
$90K – – –
Credit Agricole
469
Credit Agricole
France
$88K +$85.5K +941 +3,485%
QCG
470
Quadrant Capital Group
Ohio
$87K -$3.73K -41 -4%
SPIA
471
Steward Partners Investment Advisory
New York
$86K +$5.82K +64 +7%
ACM
472
Advent Capital Management
New York
$80K -$1.54M -17,110 -95%
SSB
473
Sandy Spring Bank
Maryland
$78K +$4.54K +50 +6%
Lazard Asset Management
474
Lazard Asset Management
New York
$74K +$52.8K +591 +248%
OIA
475
Optimum Investment Advisors
Illinois
$72K – – –
17 18
19
20 21