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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$185M
3
Morgan Stanley
Morgan Stanley
New York
+$182M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$292M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$71.2M
3
SCA
Southpoint Capital Advisors
New York
-$68.5M
4
DMC
Deer Management Company
New York
-$67.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFGT
526
TS Financial Group (TSFG)
Illinois
$10K – – –
WTG
527
West Tower Group
Virginia
$9.96K +$9.96K +110 New
ZB
528
Zions Bancorporation
Utah
$9.51K – – –
CFO
529
CVA Family Office
Colorado
$9.51K +$9.51K +105 New
HIA
530
Harbor Investment Advisory
Maryland
$9.33K -$3.71K -41 -28%
AA
531
Addison Advisors
Vermont
$9.05K -$11.3K -125 -56%
TCPG
532
Trivant Custom Portfolio Group
California
$9.05K – – –
RIL
533
Rothschild Investment LLC
Illinois
$9.05K +$9.05K +100 New
CSB
534
City State Bank
Iowa
$9K – – –
BGAI
535
Bruce G. Allen Investments
Colorado
$8.96K +$8.96K +99 New
BIA
536
Bell Investment Advisors
California
$8.06K – – –
AA
537
AlphaMark Advisors
Kentucky
$8K – – –
PVH
538
Psagot Value Holdings
Israel
$8K +$2.87K +33 +56%
TIM
539
Thompson Investment Management
Wisconsin
$7.42K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$7.06K +$905 +10 +15%
AW
541
Avion Wealth
Texas
$7K -$560 -6 -7%
Credit Agricole
542
Credit Agricole
France
$6.97K -$13.3K -147 -66%
RA
543
Rise Advisors
New York
$6.7K -$2.72K -30 -29%
NRG
544
Nemes Rush Group
Michigan
$6.52K – – –
NCM
545
Northwest Capital Management
Oregon
$6.34K – – –
FCA
546
FinTrust Capital Advisors
South Carolina
$5.98K +$5.98K +66 New
BC
547
Barrett & Company
Rhode Island
$5.43K – – –
PWMG
548
Private Wealth Management Group
New Jersey
$5.43K +$5.43K +60 New
PFBT
549
Parkside Financial Bank & Trust
Missouri
$5.07K -$7.88K -87 -61%
HFS
550
Hantz Financial Services
Michigan
$5K -$2.12K -25 -30%
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