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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
QL
476
Quarry LP
New York
$62.1K +$62.1K +762 New
GWSG
477
GPS Wealth Strategies Group
Colorado
$61.6K +$5.79K +71 +10%
Acadian Asset Management
478
Acadian Asset Management
Massachusetts
$58K -$892K -11,007 -94%
BAMF
479
BI Asset Management Fondsmaeglerselskab
Denmark
$58K -$352K -4,340 -86%
Fifth Third Bancorp
480
Fifth Third Bancorp
Ohio
$54.1K +$9.29K +114 +21%
SPIA
481
Steward Partners Investment Advisory
New York
$52.2K -$54.4K -667 -51%
WPWM
482
Western Pacific Wealth Management
Illinois
$51.8K – – –
Kayne Anderson Rudnick Investment Management
483
Kayne Anderson Rudnick Investment Management
California
$50.5K – – –
SSB
484
Sandy Spring Bank
Maryland
$48.6K – – –
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$47.6K -$1.63K -20 -3%
First Manhattan
486
First Manhattan
New York
$44.4K -$6.28K -77 -12%
GTAM
487
Global Trust Asset Management
Florida
$41.7K – – –
AIM
488
Arcadia Investment Management
Michigan
$40.8K – – –
CWM
489
Cedar Wealth Management
California
$39.5K +$1.39K +17 +4%
LC
490
Lindbrook Capital
California
$39.4K -$1.96K -24 -5%
HFM
491
Harvest Fund Management
China
$39K +$39K +478 New
SS
492
Sunbelt Securities
Texas
$38.1K -$2.2K -27 -5%
TWC
493
TD Waterhouse Canada
Ontario, Canada
$37.4K -$742K -9,199 -95%
OIA
494
Optimum Investment Advisors
Illinois
$36.7K – – –
MCM
495
Manchester Capital Management
Vermont
$34.7K +$2.53K +31 +8%
FHA
496
First Horizon Advisors
Tennessee
$33.7K +$3.75K +46 +13%
GA
497
GoalVest Advisory
New York
$33.4K – – –
TRCT
498
Tower Research Capital (TRC)
New York
$32K -$120K -1,472 -79%
GWS
499
Glassman Wealth Services
Virginia
$31.6K +$7.25K +89 +30%
IUHSA
500
Itau Unibanco Holding S.A.
Brazil
$31K +$7.58K +93 +32%
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