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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$395M
3
FCM
3
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
4
Capital International Investors
California
$96M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$893M
Name Market Value Shares Shares
Change 		Shares
Change %
VFA
526
Valeo Financial Advisors
Indiana
$69K 322 -1,075 -77%
FCH
527
Freestone Capital Holdings
Washington
$61.8K 289 +289 New
FAM
528
Fred Alger Management
New York
$61K 284 -17,495 -98%
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$61K 251 – –
BC
530
Barnett & Company
Tennessee
$58K 270 – –
CA
531
Clearstead Advisors
Ohio
$55K 257 +25 +11%
AS
532
Altshuler Shaham
Israel
$55K 258 +59 +30%
LF
533
Lee Financial
Texas
$51K 240 +240 New
MPWT
534
MassMutual Private Wealth & Trust
Connecticut
$48K 225 -15 -6%
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$47K 218 -34 -13%
FHA
536
First Horizon Advisors
Tennessee
$44K 211 – –
CB
537
Community Bank
New York
$43K 200 – –
PP
538
PrairieView Partners
Minnesota
$43K 200 – –
ADL
539
Asset Dedication LLC
California
$40K 187 +187 New
NR
540
Newfound Research
Massachusetts
$38K 180 +180 New
FWM
541
Focused Wealth Management
New York
$36K 170 -71 -29%
AWM
542
Avior Wealth Management
Nebraska
$34K 160 +10 +7%
BAMF
543
BI Asset Management Fondsmaeglerselskab
Denmark
$32K 149 +149 New
EP
544
Eudaimonia Partners
Tennessee
$28K 133 +133 New
AW
545
Avion Wealth
Texas
$27K 125 +125 New
ETC
546
Exchange Traded Concepts
Oklahoma
$24K 110 +78 +244%
LFG
547
Larson Financial Group
Missouri
$22K 101 – –
JIR
548
James Investment Research
Ohio
$21K 96 -95 -50%
JCM
549
Jacobi Capital Management
Pennsylvania
$21K 100 – –
GI
550
Gradient Investments
Minnesota
$21K 100 +100 New
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22
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