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Okta
OKTA

Overview Fund Activity

567 hedge funds and large institutions have $6.76B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 154 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-34
Holders Change %
-5.66%
% of All Funds
9.8%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
240
Reduced
154
Closed
107
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
2
Two Sigma Investments
Two Sigma Investments
New York
$95.2M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$90.1M
4
Fidelity International
Fidelity International
Bermuda
$66.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$58.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.68M
2
Allianz Asset Management
Allianz Asset Management
Germany
$804K
3
Franklin Resources
Franklin Resources
California
$477K
4
SEP
Soma Equity Partners
California
$0
5
BlackRock
BlackRock
New York
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
TCM
526
Tradewinds Capital Management
Washington
$2K – – –
HFM
527
Harvest Fund Management
China
$2K +$2K +29 New
GEA
528
Glen Eagle Advisors
New Jersey
$1.71K – – –
BCWM
529
Bartlett & Co Wealth Management
Ohio
$1.42K – – –
ACM
530
Absolute Capital Management
Pennsylvania
$1.31K +$1.31K +23 New
BCH
531
Berkshire Capital Holdings
California
$1K -$7.24M -72,400 -100%
BIA
532
Bell Investment Advisors
California
$1K -$10.1K -91 -91%
BWM
533
BerganKDV Wealth Management
Minnesota
$1K -$2.56K -23 -72%
GI
534
Gradient Investments
Minnesota
$1K -$273 -3 -21%
BBPWM
535
Blue Bell Private Wealth Management
Pennsylvania
$1K -$150 -3 -13%
FEG
536
Financial Enhancement Group
Indiana
$1K – – –
LFG
537
Larson Financial Group
Missouri
$1K – – –
PA
538
PSI Advisors
Florida
$1K – – –
CMBA
539
C.M. Bidwell & Associates
Hawaii
$1K – – –
WWM
540
Wolff Wiese Magana
California
$1K – – –
AFS
541
Annapolis Financial Services
Maryland
$1K – – –
FF
542
FourThought Financial
Florida
$1K – – –
MCC
543
Money Concepts Capital
Florida
$1K – – –
WWM
544
Wagner Wealth Management
South Carolina
$1K – – –
CA
545
Clearstead Advisors
Ohio
$1K – – –
AssetMark Inc
546
AssetMark Inc
California
$1K – – –
TFA
547
Transamerica Financial Advisors
Florida
$1K – – –
BC
548
Bartlett & Co
Ohio
$1K – – –
FMP
549
Financial Management Professionals
Texas
$1K – – –
JFGIW
550
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$400 +4 +67%
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