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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
476
Arax Advisory Partners
Colorado
$68K +$2.99K +33 +5%
PCM
477
Penserra Capital Management
California
$63K -$181 -2 -0.3%
LC
478
Lindbrook Capital
California
$63K +$24.4K +270 +63%
GRP
479
Global Retirement Partners
California
$60K – – –
TCWM
480
Total Clarity Wealth Management
Illinois
$59K +$59K +655 New
HIIFS
481
Harel Insurance Investments & Financial Services
Israel
$57K -$25.2K -278 -31%
AIM
482
Anchor Investment Management
South Carolina
$54.2K – – –
Kayne Anderson Rudnick Investment Management
483
Kayne Anderson Rudnick Investment Management
California
$54K -$12.7K -141 -19%
AWM
484
Accel Wealth Management
Iowa
$47K – – –
GTAM
485
Global Trust Asset Management
Florida
$46K – – –
AIM
486
Arcadia Investment Management
Michigan
$45K – – –
NIMI
487
Natixis Investment Managers International
France
$44K – – –
IPAM
488
ICICI Prudential Asset Management
India
$42K +$2.06K +22 +5%
BBHC
489
Brown Brothers Harriman & Co
New York
$39K – – –
DGAM
490
Desjardins Global Asset Management
Quebec, Canada
$39K – – –
CFGS
491
Concourse Financial Group Securities
Alabama
$37K -$260K -2,883 -88%
MA
492
Montag & Associates
Georgia
$35K -$55K -600 -61%
GCS
493
Gordian Capital (Singapore)
Singapore
$33K – – –
BWP
494
Baldwin Wealth Partners
Massachusetts
$33K – – –
FHA
495
First Horizon Advisors
Tennessee
$32K +$27.4K +307 +602%
KFS
496
Kelly Financial Services
Massachusetts
$31.6K +$13.9K +154 +79%
Federated Hermes
497
Federated Hermes
Pennsylvania
$31K +$31K +346 New
Fifth Third Bancorp
498
Fifth Third Bancorp
Ohio
$28K -$5.62K -63 -17%
GA
499
GoalVest Advisory
New York
$25K – – –
RG
500
Richelieu Gestion
France
$24K -$6.29K -70 -21%
18 19
20
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