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Okta
OKTA

Overview Fund Activity

578 hedge funds and large institutions have $8.47B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
9.33%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
118
Increased
193
Reduced
186
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$431M
2
SEP
2
Soma Equity Partners
California
$111M
3
EC
3
Eminence Capital
New York
$90.3M
4
Holocene Advisors
4
Holocene Advisors
New York
$120M
5
Goldman Sachs
5
Goldman Sachs
New York
$96.5M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$5.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.1M
3
SCM
3
Steadfast Capital Management
New York
$6.65M
4
Fidelity International
4
Fidelity International
Bermuda
$18.9K
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
FGAM
501
Financial Gravity Asset Management
Texas
$13.5K -$88.1K -445 -87%
C
502
Covestor
United Kingdom
$13K +$3.65K +52 +39%
FFA
503
Farther Finance Advisors
California
$12.7K +$12.7K +186 New
CA
504
CoreCap Advisors
Michigan
$11.3K +$11.3K +165 New
RA
505
Rise Advisors
New York
$10.5K – – –
PFBT
506
Parkside Financial Bank & Trust
Missouri
$10.3K +$1.98K +29 +24%
FP
507
Financial Perspectives
Minnesota
$10.3K +$10K +147 +3,675%
AA
508
AlphaMark Advisors
Kentucky
$10K -$1.33K -20 -12%
PTC
509
Private Trust Company
Ohio
$9K – – –
TWA
510
TCI Wealth Advisors
Arizona
$8.88K +$4.37K +64 +97%
First Manhattan
511
First Manhattan
New York
$7.93K -$3.42K -50 -30%
HIA
512
Harbor Investment Advisory
Maryland
$7.79K -$2.6K -38 -25%
BIA
513
Bell Investment Advisors
California
$7.65K +$7.04K +103 +1,144%
ZB
514
Zions Bancorporation
Utah
$7.59K +$5.74K +84 +311%
CFO
515
CVA Family Office
Colorado
$7.18K +$4.1K +60 +133%
Pacer Advisors
516
Pacer Advisors
Pennsylvania
$7.11K -$335K -4,902 -98%
HWA
517
Heritage Wealth Advisors
Virginia
$7.11K +$7.11K +104 New
IWP
518
IAG Wealth Partners
Wisconsin
$6.83K – – –
SWA
519
SOA Wealth Advisors
New York
$6.36K – – –
CA
520
Crewe Advisors
Utah
$6.15K -$957 -14 -13%
AF
521
Advisornet Financial
Minnesota
$5.81K +$1.78K +26 +44%
AWM
522
Accurate Wealth Management
Florida
$5.78K +$5.78K +85 New
AAP
523
Arax Advisory Partners
Colorado
$5.06K -$45.5K -666 -90%
RDIA
524
RE Dickinson Investment Advisors
Iowa
$5K – – –
VCM
525
Versant Capital Management
Arizona
$4.17K +$2.8K +41 +205%
19 20
21
22 23