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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$395M
3
FCM
3
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
4
Capital International Investors
California
$96M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$893M
Name Market Value Shares Shares
Change 		Shares
Change %
Millennium Management
551
Millennium Management
New York
$20.2K 94,505 -64,816 -41%
BFC
552
Bedel Financial Consulting
Indiana
$19K 89 +4 +5%
HIA
553
Harbor Investment Advisory
Maryland
$17K 80 -60 -43%
BWM
554
BerganKDV Wealth Management
Minnesota
$17K 78 – –
ZB
555
Zions Bancorporation
Utah
$16K 74 +11 +17%
LWM
556
Liberty Wealth Management
California
$16K 74 +19 +35%
WT
557
Whittier Trust
California
$16K 75 +20 +36%
WT
558
Washington Trust
Rhode Island
$15K 72 – –
PFP
559
Pinnacle Financial Partners
Tennessee
$15K 70 – –
BWM
560
BNC Wealth Management
Oregon
$15K 71 +71 New
Credit Agricole
561
Credit Agricole
France
$13K 60 -15 -20%
EARNEST Partners
562
EARNEST Partners
Georgia
$12K 57 – –
SBL
563
Sargent Bickham Lagudis
Colorado
$12K 57 +57 New
VAIA
564
Virtus Alternative Investment Advisers
Connecticut
$11K 52 -39 -43%
EW
565
Evoke Wealth
California
$11K 51 – –
PCIA
566
Prime Capital Investment Advisors
Kansas
$10K 47 – –
GWS
567
Glassman Wealth Services
Virginia
$10K 46 +5 +12%
SIS
568
Sound Income Strategies
Florida
$9K 42 – –
LWCFA
569
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K 40 – –
JAM
570
JCIC Asset Management
Ontario, Canada
$9K 40 – –
CI
571
CX Institutional
Indiana
$9K 40 +40 New
WAS
572
Winch Advisory Services
Wisconsin
$8K 37 -38 -51%
ST
573
Smithfield Trust
Pennsylvania
$8K 39 – –
EFSCE
574
Enterprise Financial Services Corp (EFSC)
Missouri
$7K 33 +9 +38%
CMBA
575
C.M. Bidwell & Associates
Hawaii
$7K 32 +32 New
21 22
23
24 25