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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
526
Bristlecone Advisors
Washington
$283K +$283K +1,115 New
Fisher Asset Management
527
Fisher Asset Management
Washington
$281K -$26.7K -105 -9%
CCB
528
Cutter & Co Brokerage
Missouri
$280K – – –
BFM
529
Boothbay Fund Management
New York
$279K +$279K +1,097 New
VFA
530
Values First Advisors
Tennessee
$277K +$5.85K +23 +2%
PRC
531
Pearl River Capital
Michigan
$277K +$277K +1,089 New
KPW
532
Kore Private Wealth
New York
$276K +$276K +1,086 New
PA
533
Pinnacle Associates
New York
$274K – – –
BHB
534
Bank Hapoalim BM
Israel
$272K +$272K +1,068 New
HBT
535
Hills Bank & Trust
Iowa
$268K – – –
NFG
536
Nadler Financial Group
Illinois
$268K +$1.27K +5 +0.5%
VC
537
Vicus Capital
Pennsylvania
$267K – – –
AHC
538
Adell Harriman & Carpenter
Texas
$267K +$267K +1,050 New
CAG
539
Crestwood Advisors Group
Massachusetts
$266K – – –
CPIG
540
Chicago Partners Investment Group
Illinois
$265K +$11.3K +43 +4%
EI
541
Ellevest Inc
New York
$265K +$90.6K +356 +52%
OIA
542
Optimum Investment Advisors
Illinois
$261K – – –
FRM
543
Fox Run Management
Connecticut
$255K +$255K +1,002 New
MIH
544
Meitav Investment House
Israel
$254K -$411K -1,619 -62%
AFG
545
Albion Financial Group
Utah
$254K – – –
RHBC
546
R.H. Bluestein & Co
Michigan
$254K – – –
LIA
547
LBMC Investment Advisors
Tennessee
$254K – – –
MMPW
548
Mitchell McLeod Pugh & Williams
Alabama
$254K – – –
KFS
549
Kaizen Financial Strategies
California
$254K +$254K +1,000 New
BAMF
550
BI Asset Management Fondsmaeglerselskab
Denmark
$250K +$212K +835 +560%
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