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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
526
Albion Financial Group
Utah
$151K – – –
QCG
527
Quadrant Capital Group
Ohio
$151K +$38.6K +255 +34%
MA
528
Montag & Associates
Georgia
$148K +$4.07K +27 +3%
QC
529
Quent Capital
New York
$148K +$25.3K +167 +21%
MCC
530
Money Concepts Capital
Florida
$146K +$146K +968 New
IA
531
IFP Advisors
Florida
$141K -$100K -1,357 -42%
HIIFS
532
Harel Insurance Investments & Financial Services
Israel
$137K -$132K -871 -49%
PAM
533
Paradigm Asset Management
New York
$136K – – –
SPIA
534
Steward Partners Investment Advisory
New York
$133K +$24.6K +163 +23%
SSB
535
Sandy Spring Bank
Maryland
$122K – – –
OIA
536
Optimum Investment Advisors
Illinois
$121K – – –
FDCDDQ
537
Federation des caisses Desjardins du Quebec
Quebec, Canada
$120K +$15.1K +100 +14%
SFO
538
Standard Family Office
South Dakota
$118K +$118K +782 New
Kayne Anderson Rudnick Investment Management
539
Kayne Anderson Rudnick Investment Management
California
$112K -$60M -397,195 -100%
ED
540
Exane Derivatives
France
$111K -$16.3K -108 -13%
Macquarie Group
541
Macquarie Group
Australia
$109K -$2.72K -18,012 -2%
AAP
542
Arax Advisory Partners
Colorado
$108K +$10.7K +71 +11%
Carson Wealth (CWM LLC)
543
Carson Wealth (CWM LLC)
Nebraska
$108K +$62.1K +413 +135%
PCM
544
Penserra Capital Management
California
$105K +$6.3K +42 +6%
SGA
545
Seaport Global Advisors
Massachusetts
$101K -$141K -931 -58%
SWA
546
Sutton Wealth Advisors
Florida
$99.9K -$453 -3 -0.5%
SSG
547
Summit Securities Group
New York
$92K +$92K +609 New
AIM
548
Anchor Investment Management
South Carolina
$90.6K – – –
PCH
549
Polar Capital Holdings
United Kingdom
$79.9K -$40.7K -269,420 -34%
GTAM
550
Global Trust Asset Management
Florida
$77K +$56.7K +377 +279%
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