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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
476
Allen Investment Management
New York
$375K – – –
Fisher Asset Management
477
Fisher Asset Management
Washington
$372K +$109K +444 +41%
MWM
478
Meridian Wealth Management
Kentucky
$368K -$90.7K -371 -20%
CCM
479
Cribstone Capital Management
Maine
$368K – – –
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$367K +$58K +237 +19%
HWA
481
HHM Wealth Advisors
Tennessee
$364K +$21.1K +86 +6%
NB
482
Norinchukin Bank
Japan
$352K +$61.7K +252 +21%
SG
483
Strid Group
Pennsylvania
$351K – – –
SHGA
484
Sand Hill Global Advisors
California
$341K -$6.84K -28 -2%
TCM
485
Teza Capital Management
Illinois
$340K +$340K +1,388 New
BFM
486
Boothbay Fund Management
New York
$338K +$338K +1,381 New
TSS
487
Two Sigma Securities
New York
$337K -$97.5K -399 -22%
SO
488
STRS Ohio
Ohio
$335K -$2.24M -9,164 -87%
AAP
489
Aristotle Atlantic Partners
Florida
$333K +$11K +45 +3%
ARG
490
Advisory Resource Group
Oklahoma
$333K +$102K +416 +44%
CWM
491
CIBC World Markets
New York
$332K -$804K -3,283 -71%
Jane Street
492
Jane Street
New York
$324K -$6.16M -25,176 -95%
GGS
493
Galvin Gaustad & Stein
Arizona
$324K – – –
ED
494
Exane Derivatives
France
$322K +$8.97K +36 +3%
JCM
495
Jag Capital Management
Missouri
$318K +$244 +1 +0.1%
CAAS
496
Capital Asset Advisory Services
Michigan
$318K +$66.2K +271 +26%
EI
497
Ellevest Inc
New York
$317K +$45.9K +188 +17%
CW
498
CreativeOne Wealth
Kansas
$316K – – –
AHC
499
Adell Harriman & Carpenter
Texas
$308K -$9.79K -40 -3%
VFA
500
Values First Advisors
Tennessee
$305K +$23K +94 +8%
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