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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
501
Nadler Financial Group
Illinois
$235K +$2.21K +10 +0.9%
HBT
502
Hills Bank & Trust
Iowa
$232K – – –
CAG
503
Crestwood Advisors Group
Massachusetts
$232K +$882 +4 +0.4%
VC
504
Vicus Capital
Pennsylvania
$231K – – –
RE
505
RBC Europe
United Kingdom
$230K +$112K +508 +95%
CL
506
CPWM LLC
Washington
$228K -$218K -989 -49%
CAAS
507
Capital Asset Advisory Services
Michigan
$227K +$226K +1,026 +25,650%
OIA
508
Optimum Investment Advisors
Illinois
$226K – – –
SCA
509
Snowden Capital Advisors
New York
$220K +$22K +100 +11%
RHBC
510
R.H. Bluestein & Co
Michigan
$220K – – –
LIA
511
LBMC Investment Advisors
Tennessee
$220K – – –
MMPW
512
Mitchell McLeod Pugh & Williams
Alabama
$220K – – –
CAM
513
Concorde Asset Management
Michigan
$218K -$660K -2,999 -75%
C
514
Certuity
Florida
$217K +$217K +983 New
BFS
515
Bard Financial Services
Connecticut
$215K +$16.5K +75 +8%
GC
516
Grace Capital
Massachusetts
$213K +$213K +967 New
SSG
517
Summit Securities Group
New York
$211K +$211K +955 New
SPIA
518
Steward Partners Investment Advisory
New York
$211K +$18.5K +84 +10%
NFC
519
Northeast Financial Consultants
Connecticut
$210K +$11.1K +50 +6%
BHB
520
Bank Hapoalim BM
Israel
$209K -$26.5K -120 -11%
ARG
521
Advisory Resource Group
Oklahoma
$208K +$22.5K +102 +12%
BWP
522
Baldwin Wealth Partners
Massachusetts
$208K +$75.9K +345 +58%
YIA
523
YHB Investment Advisors
Connecticut
$208K +$208K +770 New
W
524
WealthStone
Ohio
$206K +$7.04K +32 +4%
PFO
525
Pathstone Family Office
New Jersey
$206K +$206K +936 New
19 20
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