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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFWM
551
Future Financial Wealth Management
Ohio
$76K +$30.5K +201 +67%
AIM
552
Arcadia Investment Management
Michigan
$75K – – –
AWM
553
Accel Wealth Management
Iowa
$74K – – –
NIMI
554
Natixis Investment Managers International
France
$73K +$73K +487 New
LAS
555
Lloyd Advisory Services
Georgia
$72K +$9.32K +62 +15%
GCS
556
Gordian Capital (Singapore)
Singapore
$70K – – –
DGAM
557
Desjardins Global Asset Management
Quebec, Canada
$66K -$3.88K -26 -6%
BBHC
558
Brown Brothers Harriman & Co
New York
$66K – – –
IPAM
559
ICICI Prudential Asset Management
India
$65K +$9.59K +63 +17%
LC
560
Lindbrook Capital
California
$64K -$1.65K -11 -3%
UB
561
UMB Bank
Missouri
$63K +$12.2K +80 +24%
PCG
562
Private Capital Group
Connecticut
$58K -$18K -120 -24%
WT
563
Whittier Trust
California
$58K +$46.7K +309 +412%
Fifth Third Bancorp
564
Fifth Third Bancorp
Ohio
$57K +$2.12K +14 +4%
SCA
565
Sandy Cove Advisors
Massachusetts
$55K – – –
BWP
566
Baldwin Wealth Partners
Massachusetts
$54K +$39K +260 +260%
GRP
567
Global Retirement Partners
California
$52K +$52K +664 New
VC
568
Vestor Capital
Illinois
$51K -$25.5K -170 -33%
RG
569
Richelieu Gestion
France
$51K +$51K +337 New
MAM
570
McCarthy Asset Management
California
$45K – – –
EC
571
Elequin Capital
New York
$43K +$43K +284 New
GAM
572
Gemmer Asset Management
California
$40K -$12.6M -84,807 -100%
MWM
573
Mascoma Wealth Management
New Hampshire
$38K – – –
ADL
574
Asset Dedication LLC
California
$37K +$1.21K +8 +3%
GA
575
GoalVest Advisory
New York
$37K +$37K +242 New
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