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Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
$1.02B
2
Capital Research Global Investors
Capital Research Global Investors
California
$638M
3
Allianz Asset Management
Allianz Asset Management
Germany
$631M
4
Sands Capital Management
Sands Capital Management
Virginia
$652M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$205M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$1.28B
2
Fidelity Investments
Fidelity Investments
Massachusetts
$901M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.37B
4
DVC
Deer VIII & Co
New York
$576M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SLT
501
St Louis Trust
Missouri
$389K – – –
CAPTRUST Financial Advisors
502
CAPTRUST Financial Advisors
North Carolina
$388K +$125K +528 +48%
EI
503
Ellevest Inc
New York
$386K +$78.3K +330 +25%
KCM
504
Kornitzer Capital Management
Kansas
$386K +$386K +1,625 New
AP
505
Appleton Partners
Massachusetts
$383K – – –
ET
506
Equitable Trust
Tennessee
$368K -$27.3K -115 -7%
SBIA
507
Sheaff Brock Investment Advisors
Indiana
$365K -$7.84K -33 -2%
Fisher Asset Management
508
Fisher Asset Management
Washington
$365K +$3.8K +16 +1%
AIM
509
Allen Investment Management
New York
$364K – – –
MYAM
510
Meiji Yasuda Asset Management
Japan
$363K -$8.3K -35 -2%
MWM
511
Meridian Wealth Management
Kentucky
$360K +$2.61K +11 +0.7%
DWM
512
Dakota Wealth Management
Florida
$359K +$162K +683 +82%
KWM
513
Kingsview Wealth Management
Oregon
$357K -$23.5K -99 -6%
CCM
514
Cribstone Capital Management
Maine
$357K – – –
WP
515
WMS Partners
Maryland
$356K +$137K +580 +63%
JCM
516
Jag Capital Management
Missouri
$355K +$45.9K +193 +15%
HWA
517
HHM Wealth Advisors
Tennessee
$354K +$1.42K +6 +0.4%
SG
518
Strid Group
Pennsylvania
$353K – – –
HR
519
Hayden Royal
North Carolina
$350K -$19.9K -84 -5%
AAP
520
Aristotle Atlantic Partners
Florida
$335K +$12.8K +54 +4%
ARG
521
Advisory Resource Group
Oklahoma
$333K +$9.74K +41 +3%
FIA
522
FNY Investment Advisers
New York
$332K +$332K +1,400 New
AC
523
Apogem Capital
New York
$330K +$330K +1,390 New
WA1
524
Wimmer Associates 1
California
$328K +$63K +265 +24%
NIG
525
NFJ Investment Group
Texas
$327K -$71.1K -300 -18%
19 20
21
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