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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
American Century Companies
Missouri
$353M
4
SCA
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
2
WRCM
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
Sachem Head Capital Management
New York
$35M
4
Millennium Management
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
526
Macroview Investment Management
Maryland
$11.7K -$1.39K -17 -11%
HIA
527
Harbor Investment Advisory
Maryland
$11.7K -$245 -3 -2%
PFBT
528
Parkside Financial Bank & Trust
Missouri
$11.7K +$163 +2 +1%
PTC
529
Private Trust Company
Ohio
$10.4K – – –
Loomis, Sayles & Company
530
Loomis, Sayles & Company
Massachusetts
$9K -$327K -4,137 -97%
TFGT
531
TS Financial Group (TSFG)
Illinois
$9K +$9K +115 New
ZB
532
Zions Bancorporation
Utah
$8.56K +$326 +4 +4%
RA
533
Rise Advisors
New York
$8.48K -$4.08K -50 -32%
TCPG
534
Trivant Custom Portfolio Group
California
$8.15K – – –
CCP
535
Carmel Capital Partners
California
$8.15K – – –
CSB
536
City State Bank
Iowa
$8K – – –
AF
537
Allworth Financial
California
$7.83K -$12.9K -158 -62%
BIA
538
Bell Investment Advisors
California
$7.26K -$1.06K -13 -13%
AA
539
AlphaMark Advisors
Kentucky
$7K – – –
HFS
540
Hantz Financial Services
Michigan
$7K – – –
RDIA
541
RE Dickinson Investment Advisors
Iowa
$7K – – –
TIM
542
Thompson Investment Management
Wisconsin
$6.68K – – –
PWA
543
Provenance Wealth Advisors
Florida
$6.52K +$6.52K +80 New
AW
544
Avion Wealth
Texas
$6K -$74 -1 -1%
BTI
545
Blue Trust Inc
Georgia
$6K +$1.24K +19 +26%
NRG
546
Nemes Rush Group
Michigan
$5.87K – – –
NCM
547
Northwest Capital Management
Oregon
$5.71K -$4.16K -51 -42%
PS
548
PayPay Securities
Japan
$5.64K – – –
JWA
549
JFS Wealth Advisors
Pennsylvania
$5.54K +$571 +7 +11%
CAM
550
Close Asset Management
United Kingdom
$5K -$2.68K -30 -35%
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