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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Pacer Advisors
451
Pacer Advisors
Pennsylvania
$138K -$8.96K -99 -6%
DGAM
452
Desjardins Global Asset Management
Quebec, Canada
$136K +$1.99K +22 +1%
NAMA
453
Nikko Asset Management Americas
New York
$135K -$13.6K -150 -9%
AIG
454
American International Group
New York
$122K -$905 -10 -0.7%
O
455
Ossiam
France
$121K – – –
AA
456
Ancora Advisors
Ohio
$120K -$8.6K -95 -7%
HWA
457
HHM Wealth Advisors
Tennessee
$113K – – –
TFIPS
458
Towarzystwo Funduszy Inwestycyjnych PZU SA
$112K +$112K +1,240 New
National Bank of Canada
459
National Bank of Canada
Quebec, Canada
$102K -$201K -2,313 -66%
FDCDDQ
460
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$48.7K +538 +92%
QCG
461
Quadrant Capital Group
Ohio
$101K +$4.62K +51 +5%
UM
462
UniSuper Management
Australia
$99.6K – – –
AFG
463
Albion Financial Group
Utah
$90.5K – – –
SVCP
464
Silicon Valley Capital Partners
California
$85.7K – – –
IA
465
IFP Advisors
Florida
$83.4K +$9.87K +109 +13%
PIM
466
Plato Investment Management
Australia
$78.8K +$78.8K +870 New
C
467
Covestor
United Kingdom
$78K +$62.8K +696 +414%
AAM
468
Advisors Asset Management
Colorado
$76.3K +$1.63K +18 +2%
KFS
469
Kelly Financial Services
Massachusetts
$74.6K +$4.71K +52 +7%
NIMI
470
Natixis Investment Managers International
France
$72.6K -$22.6K -250 -24%
QPBE
471
Quintet Private Bank (Europe)
Luxembourg
$70.9K -$91 -1 -0.1%
LC
472
Lindbrook Capital
California
$70.8K +$27K +298 +62%
UB
473
UMB Bank
Missouri
$67.8K +$40.7K +450 +151%
BAMF
474
BI Asset Management Fondsmaeglerselskab
Denmark
$65K – – –
CAS
475
Coppell Advisory Solutions
Texas
$62.6K +$62.6K +691 New
17 18
19
20 21