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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
551
First Foundation Advisors
California
$248K +$248K +974 New
LWM
552
Lyell Wealth Management
California
$247K – – –
PWSG
553
Pacific Wealth Strategies Group
California
$247K +$247K +975 New
VWM
554
Vigilare Wealth Management
Arizona
$239K -$55.6K -219 -19%
B
555
Bridgeworth
Alabama
$235K +$235K +926 New
WP
556
WMS Partners
Maryland
$234K +$234K +921 New
BWCS
557
Beirne Wealth Consulting Services
Connecticut
$232K +$232K +914 New
WA1
558
Wimmer Associates 1
California
$231K +$231K +910 New
W
559
WealthStone
Ohio
$230K -$33.3K -131 -13%
WG
560
Winton Group
United Kingdom
$229K -$685K -2,696 -75%
CPA
561
Clear Perspective Advisors
Illinois
$229K -$20.8K -82 -8%
NFC
562
Northeast Financial Consultants
Connecticut
$229K -$12.7K -50 -5%
FMLI
563
Fukoku Mutual Life Insurance
Japan
$229K – – –
MAM
564
Morse Asset Management
Connecticut
$229K +$229K +900 New
BFS
565
Bard Financial Services
Connecticut
$229K +$229K +900 New
Lido Advisors
566
Lido Advisors
California
$229K +$229K +901 New
SCA
567
Snowden Capital Advisors
New York
$229K +$229K +900 New
TMAM
568
Tokio Marine Asset Management
Japan
$228K +$228K +896 New
JF
569
Jump Financial
Illinois
$226K -$436K -1,713 -66%
SPIA
570
Steward Partners Investment Advisory
New York
$222K -$48.1K -189 -18%
LFAS
571
Level Four Advisory Services
Texas
$219K +$219K +861 New
MA
572
Mutual Advisors
Nebraska
$217K +$217K +852 New
CFA
573
Carroll Financial Associates
North Carolina
$216K +$210K +828 +3,312%
CIAS
574
CFS Investment Advisory Services
New Jersey
$216K +$216K +850 New
CC
575
Cadinha & Co
Hawaii
$214K +$214K +840 New
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