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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
MYAM
476
Meiji Yasuda Asset Management
Japan
$258K +$6.95K +46 +3%
PWS
477
Precision Wealth Strategies
Missouri
$258K +$258K +1,707 New
CG
478
Cutler Group
California
$255K -$1.18M -7,809 -82%
HNWAG
479
High Net Worth Advisory Group
Florida
$255K +$13.6K +90 +6%
PWA
480
Providence Wealth Advisors
Illinois
$253K – – –
VWM
481
Vigilare Wealth Management
Arizona
$252K -$217K -1,440 -46%
DGI
482
Disciplined Growth Investors
Minnesota
$252K -$34.6K -229 -12%
YC
483
Yarbrough Capital
Tennessee
$250K – – –
SLT
484
St Louis Trust
Missouri
$247K – – –
XT
485
XTX Topco
Cayman Islands
$247K +$247K +1,636 New
PP
486
Prudential plc
United Kingdom
$245K +$245K +1,625 New
AP
487
Appleton Partners
Massachusetts
$243K – – –
CCM
488
Conway Capital Management
California
$242K -$377K -2,500 -61%
National Bank of Canada
489
National Bank of Canada
Quebec, Canada
$241K -$480K -3,175 -67%
Janney Montgomery Scott
490
Janney Montgomery Scott
Pennsylvania
$236K -$52.3K -346 -18%
RFA
491
Resurgent Financial Advisors
Georgia
$235K +$235K +1,557 New
NB
492
Norinchukin Bank
Japan
$232K +$47.2K +313 +26%
AIM
493
Allen Investment Management
New York
$231K – – –
WEG
494
World Equity Group
Illinois
$231K +$231K +1,530 New
Nisa Investment Advisors
495
Nisa Investment Advisors
Missouri
$229K -$1.99M -13,230 -90%
Fisher Asset Management
496
Fisher Asset Management
Washington
$229K +$2.87K +19 +1%
CCM
497
Cribstone Capital Management
Maine
$226K -$603 -4 -0.3%
GIM
498
Guild Investment Management
California
$226K +$75.3K +500 +50%
BFS
499
Bard Financial Services
Connecticut
$226K +$75.3K +500 +50%
SG
500
Strid Group
Pennsylvania
$225K – – –
18 19
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