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Okta
OKTA

Overview Fund Activity

567 hedge funds and large institutions have $6.76B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 154 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-34
Holders Change %
-5.66%
% of All Funds
9.8%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
240
Reduced
154
Closed
107
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
2
Two Sigma Investments
Two Sigma Investments
New York
$95.2M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$90.1M
4
Fidelity International
Fidelity International
Bermuda
$66.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$58.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.68M
2
Allianz Asset Management
Allianz Asset Management
Germany
$804K
3
Franklin Resources
Franklin Resources
California
$477K
4
SEP
Soma Equity Partners
California
$0
5
BlackRock
BlackRock
New York
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
501
Whittier Trust
California
$4K – – –
CAC
502
Core Alternative Capital
Georgia
$4K +$1.67K +28 +72%
EW
503
Evoke Wealth
California
$4K +$2K +35 +100%
FWM
504
Focused Wealth Management
New York
$3K -$6.1K -120 -67%
AF
505
Advisornet Financial
Minnesota
$3K -$3.86K -76 -56%
CFO
506
CVA Family Office
Colorado
$3K – – –
HFS
507
Hantz Financial Services
Michigan
$3K – – –
BCM
508
Bourgeon Capital Management
Connecticut
$3K – – –
CAM
509
ClariVest Asset Management
California
$3K – – –
CAM
510
Close Asset Management
United Kingdom
$3K – – –
EARNEST Partners
511
EARNEST Partners
Georgia
$3K – – –
MPWT
512
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.15K +43 +253%
FPB
513
First PREMIER Bank
South Dakota
$3K +$3K +49 New
Parallax Volatility Advisers
514
Parallax Volatility Advisers
California
$3K +$3K +60 New
Lazard Asset Management
515
Lazard Asset Management
New York
$2K -$44.1K -793 -96%
MAM
516
Meeder Asset Management
Ohio
$2K -$837 -18 -30%
ZB
517
Zions Bancorporation
Utah
$2K -$74 -1 -4%
FRA
518
Front Row Advisors
California
$2K – – –
SIS
519
Sound Income Strategies
Florida
$2K – – –
M1FG
520
Mach-1 Financial Group
Arkansas
$2K – – –
FMB
521
Field & Main Bank
Kentucky
$2K – – –
ST
522
Smithfield Trust
Pennsylvania
$2K – – –
JAM
523
JCIC Asset Management
Ontario, Canada
$2K – – –
MS
524
Mizuho Securities
Japan
$2K – – –
OLVIG
525
Oliver Lagore Vanvalin Investment Group
Michigan
$2K – – –
19 20
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