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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
LC
551
Lindbrook Capital
California
$96K -$13.7K -62 -12%
GWSG
552
GPS Wealth Strategies Group
Colorado
$89K +$89K +407 New
WB
553
Webster Bank
Connecticut
$83K – – –
PCIA
554
Prime Capital Investment Advisors
Kansas
$75K +$48.3K +219 +181%
OSAM
555
O'Shaughnessy Asset Management
Connecticut
$73K +$15.5K +70 +27%
AWM
556
Accel Wealth Management
Iowa
$72K – – –
GEA
557
Glen Eagle Advisors
New Jersey
$70.5K -$2.2K -10 -3%
WAP
558
Wealthcare Advisory Partners
Pennsylvania
$69K +$69K +315 New
CA
559
Clearstead Advisors
Ohio
$68K +$11.1K +50 +19%
CAL
560
Capital Analysts LLC
Pennsylvania
$68K +$65.8K +300 +3,000%
MAM
561
McCarthy Asset Management
California
$66K – – –
PCM
562
Penserra Capital Management
California
$66K +$10.6K +48 +19%
ETC
563
Exchange Traded Concepts
Oklahoma
$65K -$3.1K -14 -5%
Carson Wealth (CWM LLC)
564
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
BC
565
Barnett & Company
Tennessee
$60K – – –
FHA
566
First Horizon Advisors
Tennessee
$60K +$13.8K +63 +30%
HIA
567
Harbor Investment Advisory
Maryland
$55K +$2.19K +10 +4%
VFA
568
Valeo Financial Advisors
Indiana
$54K -$15.7K -71 -23%
GA
569
GoalVest Advisory
New York
$53K – – –
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$51K – – –
KFP
571
KB Financial Partners
New Jersey
$48K +$48K +216 New
SIM
572
Sonora Investment Management
Arizona
$44K – – –
CB
573
Community Bank
New York
$44K – – –
PP
574
PrairieView Partners
Minnesota
$44K – – –
SOADOR
575
State of Alaska Department of Revenue
Alaska
$43K +$14.7K +67 +52%
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