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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
IC
526
IEQ Capital
California
$206K +$206K +936 New
CM
527
Castleark Management
Illinois
$204K -$200K -905 -49%
Acadian Asset Management
528
Acadian Asset Management
Massachusetts
$203K -$10.1M -45,705 -98%
WP
529
WMS Partners
Maryland
$203K – – –
CI
530
Cigna Investments
Connecticut
$201K -$46.9K -213 -19%
WA1
531
Wimmer Associates 1
California
$201K – – –
FMLI
532
Fukoku Mutual Life Insurance
Japan
$198K – – –
MA
533
Montag & Associates
Georgia
$186K +$48.5K +220 +35%
SSB
534
Sandy Spring Bank
Maryland
$182K – – –
First Manhattan
535
First Manhattan
New York
$181K +$181K +825 New
QCG
536
Quadrant Capital Group
Ohio
$179K +$21.9K +99 +14%
AA
537
Ancora Advisors
Ohio
$171K – – –
IA
538
IFP Advisors
Florida
$169K -$150K -676 -47%
Capstone Investment Advisors
539
Capstone Investment Advisors
New York
$159K +$159K +720 New
FPA
540
First Pacific Advisors
California
$149K +$41.9K +190 +39%
Loomis, Sayles & Company
541
Loomis, Sayles & Company
Massachusetts
$147K +$127K +580 +652%
SWA
542
Sutton Wealth Advisors
Florida
$146K – – –
TCWM
543
Total Clarity Wealth Management
Illinois
$136K +$136K +616 New
MWM
544
Mascoma Wealth Management
New Hampshire
$132K +$132K +600 New
PCG
545
Private Capital Group
Connecticut
$116K -$190K -862 -62%
Bank Julius Baer & Co
546
Bank Julius Baer & Co
Switzerland
$115K -$582K -2,650 -83%
VC
547
Vestor Capital
Illinois
$112K – – –
HFM
548
Harvest Fund Management
China
$103K -$192K -879 -65%
SBSB
549
Sullivan, Bruyette, Speros & Blaney
Virginia
$103K – – –
EP
550
Eudaimonia Partners
Tennessee
$99K +$69.8K +318 +239%
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