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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
501
Kayne Anderson Rudnick Investment Management
California
$51.9K +$172 +2 +0.3%
AIM
502
Anchor Investment Management
South Carolina
$51.7K – – –
AWM
503
Accel Wealth Management
Iowa
$51.7K – – –
EWA
504
EverSource Wealth Advisors
Alabama
$50.2K -$3.36K -39 -6%
First Manhattan
505
First Manhattan
New York
$46.6K +$36.6K +424 +366%
LC
506
Lindbrook Capital
California
$45.7K +$689 +8 +2%
GTAM
507
Global Trust Asset Management
Florida
$44.2K – – –
AIM
508
Arcadia Investment Management
Michigan
$43.1K – – –
CA
509
Clearstead Advisors
Ohio
$43.1K +$43.1K +500 New
SPIA
510
Steward Partners Investment Advisory
New York
$42.8K -$15.5K -180 -27%
GWSG
511
GPS Wealth Strategies Group
Colorado
$39.4K +$39.4K +457 New
DGAM
512
Desjardins Global Asset Management
Quebec, Canada
$37K -$3.64K -42 -9%
GA
513
GoalVest Advisory
New York
$35.4K +$14.5K +168 +69%
HIIFS
514
Harel Insurance Investments & Financial Services
Israel
$34K -$10.5K -120 -24%
CWM
515
Cedar Wealth Management
California
$32.3K +$10.7K +124 +49%
GCS
516
Gordian Capital (Singapore)
Singapore
$32K – – –
BBHC
517
Brown Brothers Harriman & Co
New York
$31.7K – – –
FHA
518
First Horizon Advisors
Tennessee
$31.4K +$690 +8 +2%
BAM
519
Belpointe Asset Management
Nevada
$27.6K +$776 +9 +3%
IUHSA
520
Itau Unibanco Holding S.A.
Brazil
$27.5K -$345 -4 -1%
CHC
521
City Holding Co
West Virginia
$27.4K – – –
GRP
522
Global Retirement Partners
California
$26.9K +$491 +7 +2%
LS
523
Livforsakringsbolaget Skandia
Sweden
$25.9K – – –
IA
524
IFP Advisors
Florida
$25.2K -$74.8K -1,305 -75%
AF
525
Allworth Financial
California
$24.4K +$862 +10 +4%
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