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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIA
526
Bell Investment Advisors
California
$9K +$9K +100 New
HIA
527
Harbor Investment Advisory
Maryland
$8K -$12.5K -147 -61%
SBL
528
Sargent Bickham Lagudis
Colorado
$8K – – –
CA
529
Crewe Advisors
Utah
$8K +$8K +90 New
BRWM
530
B. Riley Wealth Management
Tennessee
$7.07K +$81 +26 +1%
WT
531
Whittier Trust
California
$7K -$28.8K -309 -80%
AW
532
Avion Wealth
Texas
$7K – – –
PCH
533
Polar Capital Holdings
United Kingdom
$6.37K -$41.5K -459,003 -87%
MAM
534
Meeder Asset Management
Ohio
$6K -$984 -10 -14%
MS
535
Mizuho Securities
Japan
$6K – – –
CCM
536
Covington Capital Management
California
$6K +$5.74K +65 +2,167%
VVP
537
Venture Visionary Partners
Ohio
$5.79K +$5.79K +64 New
MWM
538
Mascoma Wealth Management
New Hampshire
$5K -$20K -200 -80%
SOW
539
State of Wyoming
Wyoming
$5K -$4.41K -45 -47%
EARNEST Partners
540
EARNEST Partners
Georgia
$5K – – –
HFS
541
Hantz Financial Services
Michigan
$5K – – –
BCM
542
Bourgeon Capital Management
Connecticut
$5K – – –
CAM
543
Close Asset Management
United Kingdom
$5K – – –
TCM
544
Tradewinds Capital Management
Washington
$4K – – –
FRA
545
Front Row Advisors
California
$4K – – –
JAM
546
JCIC Asset Management
Ontario, Canada
$4K – – –
CIBC Private Wealth Group
547
CIBC Private Wealth Group
Georgia
$4K +$200 +2 +5%
CAC
548
Core Alternative Capital
Georgia
$4K +$923 +9 +30%
CFO
549
CVA Family Office
Colorado
$4K +$889 +10 +29%
CAM
550
ClariVest Asset Management
California
$4K +$3.1K +31 +344%
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