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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$185M
3
Morgan Stanley
Morgan Stanley
New York
+$182M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$292M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$71.2M
3
SCA
Southpoint Capital Advisors
New York
-$68.5M
4
DMC
Deer Management Company
New York
-$67.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
501
LM Advisors
California
$27.2K +$27.2K +300 New
LS
502
Livforsakringsbolaget Skandia
Sweden
$27.2K – – –
GRP
503
Global Retirement Partners
California
$25.6K -$3.06K -37 -11%
GWS
504
Glassman Wealth Services
Virginia
$25.3K -$9.87K -109 -28%
CAL
505
Capital Advisors Ltd
Ohio
$24K -$1.72K -19 -7%
VWM
506
Venturi Wealth Management
Texas
$23.5K +$8.6K +95 +58%
CC
507
Centiva Capital
New York
$21.5K -$314K -3,466 -94%
QL
508
Quarry LP
New York
$21.3K -$47.7K -527 -69%
HI
509
Harbour Investments
Wisconsin
$20.7K +$1.9K +21 +10%
TVAMP
510
Tennessee Valley Asset Management Partners
Tennessee
$19K +$19K +210 New
BSB
511
Bangor Savings Bank
Maine
$18.4K -$1.13M -12,466 -98%
AF
512
Allworth Financial
California
$18.2K +$9.48K +105 +109%
TC
513
Truvestments Capital
Florida
$18.1K – – –
Bank Julius Baer & Co
514
Bank Julius Baer & Co
Switzerland
$18.1K -$181 -2 -1%
EWA
515
EverSource Wealth Advisors
Alabama
$18K -$815 -9 -4%
HIIFS
516
Harel Insurance Investments & Financial Services
Israel
$18K -$12.1K -130 -40%
BTI
517
Blue Trust Inc
Georgia
$18K +$10.4K +126 +137%
WWM
518
Wolff Wiese Magana
California
$16.7K – – –
HCP
519
Hexagon Capital Partners
Arkansas
$15.4K +$15.4K +170 New
BMC
520
Bear Mountain Capital
Washington
$15.4K +$15.4K +186 New
FP
521
Financial Perspectives
Minnesota
$13.7K – – –
Loomis, Sayles & Company
522
Loomis, Sayles & Company
Massachusetts
$13K +$2.34K +25 +22%
PTC
523
Private Trust Company
Ohio
$11.6K – – –
MIM
524
Macroview Investment Management
Maryland
$10.7K -$2.35K -26 -18%
RIM
525
Rakuten Investment Management
Japan
$10.2K +$10.2K +112 New
19 20
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