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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NYLIM
451
New York Life Investment Management
New York
$253K -$9.06K -105 -3%
SFI
452
Siemens Fonds Invest
Germany
$251K +$251K +2,912 New
FFWA
453
FRG Family Wealth Advisors
Washington
$250K +$250K +2,900 New
KA
454
Kovack Advisors
Florida
$245K -$10.5K -122 -4%
QCM
455
Qsemble Capital Management
New York
$241K +$241K +2,800 New
BP
456
Ballentine Partners
Massachusetts
$241K +$241K +2,792 New
MC
457
Moors & Cabot
Massachusetts
$239K +$239K +2,777 New
AP
458
Adero Partners
California
$232K +$232K +2,695 New
SC
459
Sepio Capital
Utah
$232K +$232K +2,686 New
VWA
460
V Wealth Advisors
Kansas
$220K +$220K +2,553 New
ISWM
461
Independent Solutions Wealth Management
New York
$220K +$220K +2,551 New
MHS
462
M Holdings Securities
Oregon
$219K +$219K +2,537 New
HPC
463
HM Payson & Co
Maine
$214K – – –
BAM
464
Blueshift Asset Management
New Jersey
$212K +$212K +2,462 New
GIA
465
Gladstone Institutional Advisory
Florida
$212K +$212K +2,460 New
HFM
466
Harvest Fund Management
China
$205K +$102K +1,188 +99%
IWA
467
Inspirion Wealth Advisors
Illinois
$205K +$205K +2,375 New
QC
468
Quent Capital
New York
$204K +$1.9K +22 +0.9%
TI
469
Tidal Investments
Wisconsin
$201K +$201K +2,336 New
Carson Wealth (CWM LLC)
470
Carson Wealth (CWM LLC)
Nebraska
$175K -$172 -2 -0.1%
AAM
471
Advisors Asset Management
Colorado
$171K -$135K -1,568 -44%
WI
472
Wahed Invest
New York
$167K -$604 -7 -0.4%
CFD
473
Creative Financial Designs
Indiana
$145K +$6.04K +70 +4%
AIG
474
American International Group
New York
$140K -$3.19K -37 -2%
KC
475
Knuff & Co
California
$137K – – –
17 18
19
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