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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
501
Federation des caisses Desjardins du Quebec
Quebec, Canada
$304K +$18.1K +74 +6%
WWP
502
Waypoint Wealth Partners
California
$301K – – –
PAM
503
Paradigm Asset Management
New York
$294K -$48.9K -200 -14%
BP
504
BBR Partners
New York
$293K +$20.8K +85 +8%
PWSG
505
Pacific Wealth Strategies Group
California
$287K – – –
OIA
506
Optimum Investment Advisors
Illinois
$287K +$36.6K +150 +15%
RF
507
Rollins Financial
Georgia
$285K +$285K +1,163 New
TI
508
Tidal Investments
Wisconsin
$284K +$284K +1,161 New
FRA
509
Frank Rimerman Advisors
California
$284K – – –
GC
510
Grace Capital
Massachusetts
$281K +$44.7K +183 +19%
WA1
511
Wimmer Associates 1
California
$273K +$50.2K +205 +23%
CAPTRUST Financial Advisors
512
CAPTRUST Financial Advisors
North Carolina
$271K -$181K -740 -40%
CCB
513
Cutter & Co Brokerage
Missouri
$269K – – –
GLA
514
Great Lakes Advisors
Illinois
$267K -$185K -755 -41%
CAG
515
Crestwood Advisors Group
Massachusetts
$267K +$9.78K +40 +4%
ABTD
516
Arvest Bank Trust Division
Oklahoma
$263K +$263K +1,074 New
NFG
517
Nadler Financial Group
Illinois
$262K +$980 +4 +0.4%
FHC
518
First Heartland Consultants
Missouri
$262K +$262K +1,070 New
Verition Fund Management
519
Verition Fund Management
Connecticut
$262K +$262K +1,071 New
MIM
520
Moseley Investment Management
Florida
$262K +$262K +1,071 New
HBT
521
Hills Bank & Trust
Iowa
$258K – – –
VC
522
Vicus Capital
Pennsylvania
$257K – – –
CL
523
CPWM LLC
Washington
$252K -$1.22K -5 -0.5%
CPIG
524
Chicago Partners Investment Group
Illinois
$252K +$12.4K +49 +5%
SS
525
Simplicity Solutions
Minnesota
$247K +$247K +1,008 New
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