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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
526
Pinnacle Associates
New York
$245K -$18.6K -76 -7%
MMPW
527
Mitchell McLeod Pugh & Williams
Alabama
$245K – – –
RHBC
528
R.H. Bluestein & Co
Michigan
$245K – – –
MIH
529
Meitav Investment House
Israel
$245K – – –
LIA
530
LBMC Investment Advisors
Tennessee
$245K – – –
FGAM
531
Financial Gravity Asset Management
Texas
$245K +$245K +1 New
BFS
532
Bard Financial Services
Connecticut
$245K +$6.13K +25 +3%
AFG
533
Albion Financial Group
Utah
$245K +$245K +1,000 New
SGA
534
Sustainable Growth Advisers
Connecticut
$244K +$244K +999 New
Lazard Asset Management
535
Lazard Asset Management
New York
$244K +$244K +1,000 New
First Manhattan
536
First Manhattan
New York
$242K +$40.5K +166 +20%
NFC
537
Northeast Financial Consultants
Connecticut
$238K +$6.1K +25 +3%
SCA
538
Snowden Capital Advisors
New York
$237K -$7.34K -30 -3%
PFO
539
Pathstone Family Office
New Jersey
$237K +$7.84K +32 +3%
FFA
540
First Foundation Advisors
California
$235K +$235K +962 New
SG
541
StoneX Group
New York
$234K +$234K +955 New
CI
542
Cigna Investments
Connecticut
$232K +$8.34K +34 +4%
BWP
543
Baldwin Wealth Partners
Massachusetts
$231K – – –
BTWM
544
Baker Tilly Wealth Management
Wisconsin
$229K +$229K +936 New
CM
545
Castleark Management
Illinois
$226K – – –
WP
546
WMS Partners
Maryland
$226K +$245 +1 +0.1%
PCS
547
Personal CFO Solutions
New Jersey
$226K +$226K +923 New
LA
548
LexAurum Advisors
Kansas
$226K +$226K +925 New
JIC
549
Johnson Investment Counsel
Ohio
$222K +$222K +908 New
FQ
550
First Quadrant
California
$220K +$220K +900 New
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