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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GGS
476
Galvin Gaustad & Stein
Arizona
$292K -$385K -1,749 -57%
AAP
477
Aristotle Atlantic Partners
Florida
$290K +$10.6K +48 +4%
JCM
478
Jag Capital Management
Missouri
$287K – – –
AHC
479
Adell Harriman & Carpenter
Texas
$287K +$55.1K +250 +24%
CW
480
CreativeOne Wealth
Kansas
$285K -$164K -743 -36%
Janney Montgomery Scott
481
Janney Montgomery Scott
Pennsylvania
$278K -$447K -2,028 -62%
OAM
482
Oppenheimer Asset Management
New York
$277K -$721K -3,265 -72%
ED
483
Exane Derivatives
France
$277K +$144K +655 +109%
WWP
484
Waypoint Wealth Partners
California
$272K – – –
SF
485
Symphony Financial
Texas
$272K +$3.88K +17 +1%
CPIG
486
Chicago Partners Investment Group
Illinois
$270K -$16.5K -58 -6%
EFM
487
E Fund Management
China
$270K +$270K +1,223 New
NB
488
Norinchukin Bank
Japan
$261K +$81.9K +372 +46%
PWSG
489
Pacific Wealth Strategies Group
California
$259K +$44.1K +200 +21%
FDCDDQ
490
Federation des caisses Desjardins du Quebec
Quebec, Canada
$258K -$93.3K -423 -27%
Los Angeles Capital Management
491
Los Angeles Capital Management
California
$258K -$37K -168 -13%
FRA
492
Frank Rimerman Advisors
California
$256K – – –
VFA
493
Values First Advisors
Tennessee
$254K +$13.9K +63 +6%
SFP
494
Sandbox Financial Partners
Maryland
$249K -$14.8K -65 -6%
BP
495
BBR Partners
New York
$245K +$245K +1,113 New
EI
496
Ellevest Inc
New York
$244K +$15K +68 +7%
CCB
497
Cutter & Co Brokerage
Missouri
$242K – – –
KFS
498
Kaizen Financial Strategies
California
$242K +$22K +100 +10%
Fisher Asset Management
499
Fisher Asset Management
Washington
$237K -$6.38K -29 -3%
PA
500
Pinnacle Associates
New York
$237K – – –
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