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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
+$190M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$96.6M
3
American Century Companies
American Century Companies
Missouri
+$84.1M
4
SCA
Southpoint Capital Advisors
New York
+$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
+$55.9M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$152M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$87.4M
3
SHCM
Sachem Head Capital Management
New York
-$65.3M
4
Millennium Management
Millennium Management
New York
-$62.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$56.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BBHC
501
Brown Brothers Harriman & Co
New York
$30K – – –
RCM
502
Raleigh Capital Management
North Carolina
$28.2K +$326 +4 +1%
GRP
503
Global Retirement Partners
California
$27.1K +$156 +2 +0.6%
NS
504
NBC Securities
Alabama
$27K +$27K +342 New
HIIFS
505
Harel Insurance Investments & Financial Services
Israel
$26K -$3.45K -43 -12%
CAC
506
Core Alternative Capital
Georgia
$24.6K +$21.6K +265 +716%
GCS
507
Gordian Capital (Singapore)
Singapore
$24.5K – – –
LS
508
Livforsakringsbolaget Skandia
Sweden
$24.5K – – –
UB
509
UMB Bank
Missouri
$24.4K +$5.38K +66 +28%
CAL
510
Capital Advisors Ltd
Ohio
$23K – – –
HL
511
HeadInvest LLC
Maine
$21.3K +$21.3K +264 New
AA
512
Addison Advisors
Vermont
$18.3K – – –
Credit Agricole
513
Credit Agricole
France
$18.3K -$62.4K -766 -77%
Bank Julius Baer & Co
514
Bank Julius Baer & Co
Switzerland
$17K +$505 +6 +3%
HI
515
Harbour Investments
Wisconsin
$17K +$3.83K +47 +29%
EWA
516
EverSource Wealth Advisors
Alabama
$16.9K -$27.9K -343 -62%
RTC
517
Riverview Trust Company
Washington
$16.8K – – –
TC
518
Truvestments Capital
Florida
$16.3K – – –
GI
519
Gradient Investments
Minnesota
$16.3K +$16.3K +200 New
WWM
520
Wolff Wiese Magana
California
$15.1K +$12.9K +158 +585%
FFA
521
Farther Finance Advisors
California
$15K +$8.96K +110 +149%
C
522
Covestor
United Kingdom
$14K – – –
VWM
523
Venturi Wealth Management
Texas
$13.5K +$11.2K +137 +489%
SFCL
524
Strengthening Families & Communities LLC
Massachusetts
$13K +$13K +161 New
FP
525
Financial Perspectives
Minnesota
$12.3K – – –
19 20
21
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