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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
476
Richelieu Gestion
France
$62K – – –
KFS
477
Kelly Financial Services
Massachusetts
$59.8K +$17.7K +255 +42%
CA
478
Clearstead Advisors
Ohio
$57.6K +$23K +331 +66%
IA
479
IFP Advisors
Florida
$57.6K +$27.1K +391 +89%
AAM
480
Advisors Asset Management
Colorado
$50.1K -$87K -1,255 -63%
GWSG
481
GPS Wealth Strategies Group
Colorado
$47.5K +$15.8K +228 +50%
KI
482
Kapitalo Investimentos
Brazil
$47.4K +$47.4K +683 New
CAS
483
Coppell Advisory Solutions
Texas
$46.3K +$46.3K +658 New
FA
484
Fiduciary Alliance
South Carolina
$46.1K +$46.1K +665 New
WPWM
485
Western Pacific Wealth Management
Illinois
$44K +$44K +635 New
First Manhattan
486
First Manhattan
New York
$43.1K +$5.69K +82 +15%
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$42.9K +$1.18K +17 +3%
FDCDDQ
488
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.9K -$7.49K -108 -15%
AIM
489
Anchor Investment Management
South Carolina
$41.6K – – –
SSB
490
Sandy Spring Bank
Maryland
$41.3K -$2.29K -33 -5%
DCM
491
Dupont Capital Management
Delaware
$39.9K +$31.1K +448 +350%
EWA
492
EverSource Wealth Advisors
Alabama
$38.2K -$2.15K -31 -5%
Fifth Third Bancorp
493
Fifth Third Bancorp
Ohio
$38.1K -$11.4K -164 -23%
GTAM
494
Global Trust Asset Management
Florida
$35.5K – – –
DGAM
495
Desjardins Global Asset Management
Quebec, Canada
$35.4K +$5.83K +84 +20%
LC
496
Lindbrook Capital
California
$35.2K -$1.53K -22 -4%
AIM
497
Arcadia Investment Management
Michigan
$34.7K – – –
SS
498
Sunbelt Securities
Texas
$34.3K -$16.2K -234 -32%
CWM
499
Cedar Wealth Management
California
$32.4K +$6.38K +92 +25%
OIA
500
Optimum Investment Advisors
Illinois
$31.2K -$17.3K -250 -36%
18 19
20
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