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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
451
Siemens Fonds Invest
Germany
$201K – – –
HPC
452
HM Payson & Co
Maine
$172K – – –
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$168K +$26.8K +386 +19%
QC
454
Quent Capital
New York
$165K +$624 +9 +0.4%
WI
455
Wahed Invest
New York
$152K +$17.8K +256 +13%
SI
456
Stephens Inc
Arkansas
$141K +$47.4K +684 +51%
TRCT
457
Tower Research Capital (TRC)
New York
$129K -$998K -14,393 -89%
Lazard Asset Management
458
Lazard Asset Management
New York
$125K -$114K -1,640 -48%
CFD
459
Creative Financial Designs
Indiana
$124K +$6.94K +100 +6%
APW
460
Acima Private Wealth
Virginia
$110K – – –
Pacer Advisors
461
Pacer Advisors
Pennsylvania
$107K +$98.8K +1,424 +1,271%
AIG
462
American International Group
New York
$99.3K -$13.2K -190 -12%
AA
463
Ancora Advisors
Ohio
$98.5K +$6.94K +100 +8%
SPIA
464
Steward Partners Investment Advisory
New York
$90.6K +$56.2K +811 +164%
OAM
465
Ostrum Asset Management
France
$88.1K +$69 +1 +0.1%
HWA
466
HHM Wealth Advisors
Tennessee
$86.7K – – –
SOW
467
State of Wyoming
Wyoming
$80.2K +$80.2K +1,157 New
SWM
468
Spire Wealth Management
Virginia
$79.2K -$1.04K -15 -1%
QCG
469
Quadrant Capital Group
Ohio
$78.6K -$30K -432 -28%
NIMI
470
Natixis Investment Managers International
France
$77.7K -$4.85K -70 -6%
UM
471
UniSuper Management
Australia
$76.3K +$76.3K +1,100 New
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
$70.3K +$70K +1,009 +25,225%
AFG
473
Albion Financial Group
Utah
$69.5K +$139 +2 +0.2%
Credit Agricole
474
Credit Agricole
France
$68.7K +$50.9K +734 +287%
SVCP
475
Silicon Valley Capital Partners
California
$65.7K – – –
17 18
19
20 21