OKTA icon

Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
476
Meridian Wealth Management
Kentucky
$454K -$26.9K -106 -6%
HMS
477
Hanseatic Management Services
New Mexico
$447K +$17.8K +70 +4%
PWA
478
Providence Wealth Advisors
Illinois
$443K – – –
HR
479
Hayden Royal
North Carolina
$438K +$6.62K +26 +2%
RJT
480
Raymond James Trust
Florida
$432K +$4.07K +16 +1%
SCA
481
Spearhead Capital Advisors
Florida
$428K +$8.39K +33 +2%
SBIA
482
Sheaff Brock Investment Advisors
Indiana
$428K +$30.5K +120 +8%
S
483
SignatureFD
Georgia
$426K -$94.1K -370 -18%
VFA
484
Voya Financial Advisors
Connecticut
$424K -$416K -1,598 -50%
SLT
485
St Louis Trust
Missouri
$416K – – –
IA
486
IndexIQ Advisors
New York
$415K +$197K +774 +90%
SCA
487
Sander Capital Advisors
Washington
$411K +$411K +1,617 New
HVM
488
Harvest Volatility Management
Connecticut
$408K +$408K +1,605 New
FDCDDQ
489
Federation des caisses Desjardins du Quebec
Quebec, Canada
$405K +$175K +687 +76%
SHGA
490
Sand Hill Global Advisors
California
$402K – – –
CS
491
Comerica Securities
Michigan
$397K -$48.5K -191 -11%
TFA
492
Toth Financial Advisory
Virginia
$393K – – –
AIM
493
Allen Investment Management
New York
$390K -$390K -1,532 -50%
CCM
494
Cribstone Capital Management
Maine
$382K +$382K +1,504 New
PAM
495
Paradigm Asset Management
New York
$381K +$381K +1,500 New
SG
496
Strid Group
Pennsylvania
$379K -$33.9K -133 -8%
KWM
497
Kingsview Wealth Management
Oregon
$374K -$62.1K -244 -14%
PF
498
Phoenix Financial
Israel
$374K +$18.2K +70 +5%
IA
499
IFP Advisors
Florida
$369K +$41.3K +161 +13%
CCP
500
Corient Capital Partners
California
$364K +$22.3K +88 +7%
18 19
20
21 22