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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
GA
501
GoalVest Advisory
New York
$28.4K – – –
CLOS
502
Compagnie Lombard Odier SCmA
Switzerland
$27.7K +$14K +202 +102%
MCM
503
Manchester Capital Management
Vermont
$27.4K -$31.2K -450 -53%
BBHC
504
Brown Brothers Harriman & Co
New York
$25.5K – – –
WBC
505
Westpac Banking Corp
Australia
$25.5K -$872K -12,577 -97%
FHA
506
First Horizon Advisors
Tennessee
$25.5K +$208 +3 +0.8%
GCS
507
Gordian Capital (Singapore)
Singapore
$25.1K – – –
HIIFS
508
Harel Insurance Investments & Financial Services
Israel
$25K -$1.5K -22 -6%
GRP
509
Global Retirement Partners
California
$23.9K -$2.71K -39 -10%
RCM
510
Raleigh Capital Management
North Carolina
$23.7K +$4.71K +68 +25%
LS
511
Livforsakringsbolaget Skandia
Sweden
$20.8K – – –
GWS
512
Glassman Wealth Services
Virginia
$20.7K +$1.39K +20 +7%
CAL
513
Capital Advisors Ltd
Ohio
$20K +$18.3K +260 +1,083%
IUHSA
514
Itau Unibanco Holding S.A.
Brazil
$19.9K -$2.22K -32 -10%
AF
515
Allworth Financial
California
$17.6K -$2.01K -29 -10%
UB
516
UMB Bank
Missouri
$16.2K – – –
AA
517
Addison Advisors
Vermont
$15.6K – – –
RTC
518
Riverview Trust Company
Washington
$14.3K +$14.3K +206 New
Bank Julius Baer & Co
519
Bank Julius Baer & Co
Switzerland
$14K -$286 -4 -2%
TC
520
Truvestments Capital
Florida
$13.9K – – –
C
521
Covestor
United Kingdom
$12K -$1.21K -17 -9%
MIM
522
Macroview Investment Management
Maryland
$11.2K +$1.46K +21 +15%
HI
523
Harbour Investments
Wisconsin
$11.2K – – –
RA
524
Rise Advisors
New York
$10.7K – – –
OCM
525
Osterweis Capital Management
California
$10.7K +$10.7K +154 New
19 20
21
22 23