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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
501
Harbour Investments
Wisconsin
$24K +$24K +263 New
CWM
502
Cedar Wealth Management
California
$23K +$3.57K +39 +18%
EC
503
Elequin Capital
New York
$22K -$3.19K -36 -13%
UB
504
UMB Bank
Missouri
$21K -$16.2K -180 -44%
AA
505
Addison Advisors
Vermont
$21K +$92 +1 +0.4%
FDCDDQ
506
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K -$52.9K -585 -73%
GWS
507
Glassman Wealth Services
Virginia
$19K +$6.67K +72 +54%
CB
508
Community Bank
New York
$18K – – –
CA
509
CoreCap Advisors
Michigan
$18K +$18K +199 New
TC
510
Truvestments Capital
Florida
$18K +$18K +200 New
FWM
511
Focused Wealth Management
New York
$16K -$1.79K -20 -10%
First Manhattan
512
First Manhattan
New York
$15K – – –
Bank of Montreal
513
Bank of Montreal
Ontario, Canada
$14.7K +$777 +7,764 +6%
Bank Julius Baer & Co
514
Bank Julius Baer & Co
Switzerland
$14K – – –
JWA
515
JFS Wealth Advisors
Pennsylvania
$14K +$1.51K +17 +12%
BTI
516
Blue Trust Inc
Georgia
$14K +$14K +91 New
TWA
517
TCI Wealth Advisors
Arizona
$14K +$9.3K +105 +198%
GWSG
518
GPS Wealth Strategies Group
Colorado
$13K -$5.57K -63 -30%
PFBT
519
Parkside Financial Bank & Trust
Missouri
$13K +$11.4K +131 +689%
AF
520
Advisornet Financial
Minnesota
$12K -$452K -5,086 -97%
NSIM
521
North Star Investment Management
Illinois
$12K – – –
RA
522
Rise Advisors
New York
$12K +$2.69K +30 +29%
PTC
523
Private Trust Company
Ohio
$12K +$12K +128 New
C
524
Covestor
United Kingdom
$11K +$2.46K +28 +29%
CTC
525
Central Trust Company
Missouri
$9K – – –
19 20
21
22 23