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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWS
526
Glassman Wealth Services
Virginia
$24.1K -$7.07K -82 -23%
RCM
527
Raleigh Capital Management
North Carolina
$23.6K +$5.17K +60 +28%
Credit Agricole
528
Credit Agricole
France
$22.1K -$74.8K -867 -77%
QL
529
Quarry LP
New York
$22K +$22K +255 New
UB
530
UMB Bank
Missouri
$20.1K – – –
AA
531
Addison Advisors
Vermont
$19.4K – – –
TC
532
Truvestments Capital
Florida
$17.2K -$2.85K -33 -14%
CLOS
533
Compagnie Lombard Odier SCmA
Switzerland
$17.1K – – –
Bank Julius Baer & Co
534
Bank Julius Baer & Co
Switzerland
$17K – – –
C
535
Covestor
United Kingdom
$16K – – –
HI
536
Harbour Investments
Wisconsin
$13.9K -$3.62K -42 -21%
PFBT
537
Parkside Financial Bank & Trust
Missouri
$13.5K +$431 +5 +3%
RA
538
Rise Advisors
New York
$13.3K – – –
FP
539
Financial Perspectives
Minnesota
$13K – – –
CAC
540
Core Alternative Capital
Georgia
$12.3K +$11K +128 +853%
HIA
541
Harbor Investment Advisory
Maryland
$12.1K +$2.24K +26 +23%
MIM
542
Macroview Investment Management
Maryland
$12.1K +$12.1K +140 New
DCM
543
Dupont Capital Management
Delaware
$11K -$589K -6,833 -98%
PTC
544
Private Trust Company
Ohio
$11K – – –
Pacer Advisors
545
Pacer Advisors
Pennsylvania
$9.66K +$690 +8 +8%
BIA
546
Bell Investment Advisors
California
$9.23K -$431 -5 -4%
FFA
547
Farther Finance Advisors
California
$9.06K -$6.99K -81 -44%
CFO
548
CVA Family Office
Colorado
$9.06K – – –
CSB
549
City State Bank
Iowa
$9K +$9K +100 New
HWA
550
Heritage Wealth Advisors
Virginia
$8.97K – – –
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