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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
451
Creative Financial Designs
Indiana
$146K +$489 +6 +0.3%
CMF
452
Counterpoint Mutual Funds
California
$135K +$135K +1,659 New
NAMA
453
Nikko Asset Management Americas
New York
$134K -$3.38M -41,533 -96%
Pacer Advisors
454
Pacer Advisors
Pennsylvania
$133K +$7.5K +92 +6%
APW
455
Acima Private Wealth
Virginia
$129K – – –
DGAM
456
Desjardins Global Asset Management
Quebec, Canada
$121K +$78.9K +968 +189%
AA
457
Ancora Advisors
Ohio
$116K – – –
AIG
458
American International Group
New York
$110K -$6.44K -79 -6%
O
459
Ossiam
France
$109K -$132K -1,624 -55%
HWA
460
HHM Wealth Advisors
Tennessee
$102K – – –
CA
461
Clearstead Advisors
Ohio
$100K +$32.5K +399 +48%
CSPIA
462
Cary Street Partners Investment Advisory
Virginia
$98.4K +$15.8K +194 +19%
ITFISA
463
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$97.8K +$97.8K +1,200 New
UM
464
UniSuper Management
Australia
$89.7K – – –
QCG
465
Quadrant Capital Group
Ohio
$86.4K -$5.95K -73 -6%
NIMI
466
Natixis Investment Managers International
France
$85.7K -$5.62K -69 -6%
SWM
467
Spire Wealth Management
Virginia
$83.1K -$9.94K -122 -11%
AFG
468
Albion Financial Group
Utah
$81.5K -$163 -2 -0.2%
SVCP
469
Silicon Valley Capital Partners
California
$77.2K – – –
RG
470
Richelieu Gestion
France
$73K – – –
AAM
471
Advisors Asset Management
Colorado
$67.2K +$8.31K +102 +14%
IA
472
IFP Advisors
Florida
$66.2K -$1.47K -18 -2%
TAM
473
Tucker Asset Management
Colorado
$65.2K +$65.2K +800 New
QPBE
474
Quintet Private Bank (Europe)
Luxembourg
$63.9K +$63.9K +784 New
KFS
475
Kelly Financial Services
Massachusetts
$62.9K -$7.34K -90 -10%
17 18
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