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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
ALAM
551
Asahi Life Asset Management
Japan
$220K +$220K +900 New
PCP
552
Proficio Capital Partners
Massachusetts
$214K +$214K +874 New
MA
553
Montag & Associates
Georgia
$212K +$5.87K +24 +3%
AFC
554
AFT Forsyth & Company
Florida
$212K +$212K +866 New
FC
555
Financial Consulate
Maryland
$212K +$212K +868 New
CA
556
Claro Advisors
Massachusetts
$211K +$211K +864 New
OR
557
Olympiad Research
Connecticut
$211K +$211K +864 New
SSB
558
Sandy Spring Bank
Maryland
$209K +$6.13K +25 +3%
ESCM
559
Echo Street Capital Management
New York
$209K +$209K +855 New
WCM
560
Weld Capital Management
New York
$207K +$207K +847 New
IFWM
561
Institute for Wealth Management
Colorado
$205K +$205K +838 New
DWM
562
Dakota Wealth Management
Florida
$203K +$203K +828 New
FMLI
563
Fukoku Mutual Life Insurance
Japan
$196K -$24.5K -100 -11%
QCG
564
Quadrant Capital Group
Ohio
$196K -$2.2K -9 -1%
AII
565
AGF Investments Inc
Ontario, Canada
$190K -$273K -1,117 -59%
AA
566
Ancora Advisors
Ohio
$190K – – –
SPIA
567
Steward Partners Investment Advisory
New York
$179K -$54.8K -224 -23%
FPA
568
First Pacific Advisors
California
$165K – – –
SWA
569
Sutton Wealth Advisors
Florida
$163K +$734 +3 +0.5%
AAP
570
Arax Advisory Partners
Colorado
$147K +$147K +600 New
FHA
571
First Horizon Advisors
Tennessee
$140K +$73.6K +304 +111%
LC
572
Lindbrook Capital
California
$134K +$27.4K +112 +26%
RE
573
RBC Europe
United Kingdom
$133K -$122K -500 -48%
PCG
574
Private Capital Group
Connecticut
$125K -$3.93K -16 -3%
VC
575
Vestor Capital
Illinois
$125K – – –
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