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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$395M
3
FCM
3
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
4
Capital International Investors
California
$96M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$893M
Name Market Value Shares Shares
Change 		Shares
Change %
CAG
476
Crestwood Advisors Group
Massachusetts
$224K 1,048 – –
W
477
WealthStone
Ohio
$221K 1,035 -1,654 -62%
BIAS
478
Beacon Investment Advisory Services
New Jersey
$220K 1,029 +1,029 New
OIA
479
Optimum Investment Advisors
Illinois
$219K 1,025 – –
CAGAS
480
Capital Advisory Group Advisory Services
Minnesota
$218K 1,019 +702 +221%
VPIM
481
Vanguard Personalized Indexing Management
California
$215K 1,006 +1,006 New
RHBC
482
R.H. Bluestein & Co
Michigan
$214K 1,000 -1,250 -56%
GHAM
483
Gilman Hill Asset Management
Connecticut
$214K 1,000 -250 -20%
MMPW
484
Mitchell McLeod Pugh & Williams
Alabama
$214K 1,000 – –
AFG
485
Albion Financial Group
Utah
$214K 1,000 – –
LIA
486
LBMC Investment Advisors
Tennessee
$214K 1,000 – –
LSA
487
L & S Advisors
California
$214K 1,000 +1,000 New
LCS
488
Levin Capital Strategies
New York
$214K 1,000 +1,000 New
LWM
489
Lyell Wealth Management
California
$208K 971 -40 -4%
LOAME
490
Lombard Odier Asset Management (Europe)
United Kingdom
$204K 956 +956 New
AAP
491
Aristotle Atlantic Partners
Florida
$202K 943 +943 New
NFC
492
Northeast Financial Consultants
Connecticut
$202K 950 +950 New
CPIG
493
Chicago Partners Investment Group
Illinois
$201K 962 -23 -2%
RE
494
RBC Europe
United Kingdom
$200K 934 +14 +2%
FDCDDQ
495
Federation des caisses Desjardins du Quebec
Quebec, Canada
$194K 907 +212 +31%
FMLI
496
Fukoku Mutual Life Insurance
Japan
$192K 900 -4,300 -83%
GC
497
Grace Capital
Massachusetts
$191K 892 +90 +11%
IA
498
IndexIQ Advisors
New York
$183K 857 +522 +156%
SFS
499
Sowell Financial Services
Arkansas
$173K 810 -356 -31%
AA
500
Ancora Advisors
Ohio
$166K 775 – –
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