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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPWM
501
Oakwell Private Wealth Management
Texas
$362K +$362K +1,424 New
HWA
502
HHM Wealth Advisors
Tennessee
$356K – – –
PCG
503
Private Capital Group
Connecticut
$353K -$50.9K -200 -13%
BCA
504
Berman Capital Advisors
Georgia
$349K +$1.52K +6 +0.4%
AR
505
Advisory Research
Illinois
$349K +$68K +267 +24%
TCM
506
Tuttle Capital Management
Connecticut
$349K +$349K +1,371 New
BCM
507
Brookstone Capital Management
Illinois
$348K +$41.5K +163 +14%
HFM
508
Harvest Fund Management
China
$343K -$108K -427 -24%
Los Angeles Capital Management
509
Los Angeles Capital Management
California
$341K – – –
GIA
510
Gladstone Institutional Advisory
Florida
$338K -$753K -2,962 -69%
FI
511
FormulaFolio Investments
Michigan
$337K +$337K +1,325 New
JCM
512
Jag Capital Management
Missouri
$331K – – –
XS
513
XR Securities
Illinois
$330K +$330K +1,296 New
ACM
514
AlphaCrest Capital Management
New York
$323K -$916K -3,600 -74%
SI
515
Stephens Inc
Arkansas
$323K +$16.3K +64 +5%
AAP
516
Aristotle Atlantic Partners
Florida
$322K +$82.2K +323 +34%
FFN
517
Focus Financial Network
Minnesota
$321K +$42.5K +167 +15%
VPIM
518
Vanguard Personalized Indexing Management
California
$315K +$58.8K +231 +23%
WWP
519
Waypoint Wealth Partners
California
$313K +$313K +1,232 New
TA
520
Trivest Advisors
Hong Kong
$305K +$305K +1,200 New
FRA
521
Frank Rimerman Advisors
California
$295K +$295K +1,160 New
SF
522
Symphony Financial
Texas
$294K +$7.51K +30 +3%
SFP
523
Sandbox Financial Partners
Maryland
$294K +$294K +1,156 New
MYAM
524
Meiji Yasuda Asset Management
Japan
$291K +$291K +1,143 New
CI
525
Cigna Investments
Connecticut
$286K -$9.15K -36 -3%
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