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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
APW
476
Acima Private Wealth
Virginia
$136K +$136K +1,579 New
QCG
477
Quadrant Capital Group
Ohio
$135K +$11.7K +136 +10%
SI
478
Stephens Inc
Arkansas
$116K +$116K +1,342 New
AA
479
Ancora Advisors
Ohio
$114K -$7.24K -84 -6%
O
480
Ossiam
France
$114K +$1.21K +14 +1%
OAM
481
Ostrum Asset Management
France
$109K +$109K +1,269 New
HWA
482
HHM Wealth Advisors
Tennessee
$108K – – –
CMF
483
Counterpoint Mutual Funds
California
$108K +$108K +1,249 New
NIMI
484
Natixis Investment Managers International
France
$103K +$32.3K +374 +46%
SWM
485
Spire Wealth Management
Virginia
$99.8K +$2.33K +27 +2%
BWP
486
Baldwin Wealth Partners
Massachusetts
$95.7K +$3.36K +39 +4%
AS
487
AM Squared
Hong Kong
$94.9K +$34.5K +400 +57%
DFCM
488
Dark Forest Capital Management
Puerto Rico
$93.7K +$93.7K +1,087 New
CMBA
489
C.M. Bidwell & Associates
Hawaii
$87.8K – – –
AFG
490
Albion Financial Group
Utah
$86.2K – – –
GM
491
GeoWealth Management
Illinois
$84K +$84K +972 New
SVCP
492
Silicon Valley Capital Partners
California
$81.7K – – –
RG
493
Richelieu Gestion
France
$77K – – –
MCM
494
Manchester Capital Management
Vermont
$72.9K +$72.9K +845 New
Fifth Third Bancorp
495
Fifth Third Bancorp
Ohio
$61.6K +$33.7K +391 +121%
SS
496
Sunbelt Securities
Texas
$61.5K -$270K -3,199 -81%
FDCDDQ
497
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.4K -$422K -4,891 -87%
OIA
498
Optimum Investment Advisors
Illinois
$60.4K – – –
SSB
499
Sandy Spring Bank
Maryland
$54.2K -$12.9K -150 -19%
KFS
500
Kelly Financial Services
Massachusetts
$52.3K -$4.23K -49 -7%
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