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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$185M
3
Morgan Stanley
Morgan Stanley
New York
+$182M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$292M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$71.2M
3
SCA
Southpoint Capital Advisors
New York
-$68.5M
4
DMC
Deer Management Company
New York
-$67.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fifth Third Bancorp
476
Fifth Third Bancorp
Ohio
$62.3K +$2.17K +24 +4%
GWSG
477
GPS Wealth Strategies Group
Colorado
$61.6K -$6.88K -76 -10%
PCM
478
Penserra Capital Management
California
$61K -$1.23M -13,666 -95%
Kayne Anderson Rudnick Investment Management
479
Kayne Anderson Rudnick Investment Management
California
$59.7K +$3.63K +40 +6%
WPWM
480
Western Pacific Wealth Management
Illinois
$57.5K – – –
SSB
481
Sandy Spring Bank
Maryland
$56.8K +$2.81K +31 +5%
CWM
482
Cedar Wealth Management
California
$53.2K +$9.42K +104 +21%
First Manhattan
483
First Manhattan
New York
$49.5K +$181 +2 +0.4%
CP
484
Castleview Partners
Texas
$48.9K +$48.9K +540 New
SWM
485
Spire Wealth Management
Virginia
$48.4K -$34.5K -425 -42%
FFA
486
Farther Finance Advisors
California
$47.9K +$31.2K +345 +188%
PS
487
Principal Securities
Iowa
$47.6K +$47.6K +526 New
GTAM
488
Global Trust Asset Management
Florida
$46.4K – – –
AIM
489
Arcadia Investment Management
Michigan
$45.3K – – –
FHA
490
First Horizon Advisors
Tennessee
$44.1K +$6.7K +74 +18%
SS
491
Sunbelt Securities
Texas
$42K -$362 -4 -0.9%
CA
492
Clearstead Advisors
Ohio
$41.6K -$69.7K -770 -63%
OIA
493
Optimum Investment Advisors
Illinois
$40.7K – – –
GA
494
GoalVest Advisory
New York
$37.1K – – –
NS
495
NBC Securities
Alabama
$36K +$5.75K +65 +19%
BBHC
496
Brown Brothers Harriman & Co
New York
$33.3K – – –
GCS
497
Gordian Capital (Singapore)
Singapore
$32.8K – – –
RCM
498
Raleigh Capital Management
North Carolina
$30.9K -$362 -4 -1%
MCM
499
Manchester Capital Management
Vermont
$30.8K -$7.79K -86 -20%
GI
500
GAMMA Investing
California
$29.3K +$29.3K +355 New
18 19
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