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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
Citadel Advisors
Florida
$173M
3
First Trust Advisors
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$425M
5
SCM
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
$0
2
Capital Research Global Investors
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.16B
5
SM
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
M1FG
551
Mach-1 Financial Group
Arkansas
$4K +$4K +50 New
PCG
552
Private Capital Group
Connecticut
$3K -$31.1K -353 -91%
AF
553
Allworth Financial
California
$3K -$8.91K -101 -75%
EW
554
Evoke Wealth
California
$3K -$1.37K -16 -31%
ZB
555
Zions Bancorporation
Utah
$3K -$964 -9 -24%
Loomis, Sayles & Company
556
Loomis, Sayles & Company
Massachusetts
$3K – – –
OLVIG
557
Oliver Lagore Vanvalin Investment Group
Michigan
$3K – – –
SIS
558
Sound Income Strategies
Florida
$3K – – –
LPWM
559
Lake Point Wealth Management
Texas
$3K – – –
ST
560
Smithfield Trust
Pennsylvania
$3K – – –
FMB
561
Field & Main Bank
Kentucky
$3K – – –
BWM
562
BerganKDV Wealth Management
Minnesota
$3K +$375 +4 +14%
EWA
563
EverSource Wealth Advisors
Alabama
$3K +$1.17K +14 +64%
GEA
564
Glen Eagle Advisors
New Jersey
$2.71K – – –
BCWM
565
Bartlett & Co Wealth Management
Ohio
$2.26K +$2.26K +25 New
MCC
566
Money Concepts Capital
Florida
$2K -$86K -946 -98%
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$2K -$13.4K -114 -87%
FF
568
FourThought Financial
Florida
$2K -$2K -22 -50%
BBPWM
569
Blue Bell Private Wealth Management
Pennsylvania
$2K -$1.74K -20 -47%
CA
570
Clearstead Advisors
Ohio
$2K -$1.6K -20 -44%
AssetMark Inc
571
AssetMark Inc
California
$2K -$273 -3 -12%
WWM
572
Wolff Wiese Magana
California
$2K – – –
AFS
573
Annapolis Financial Services
Maryland
$2K – – –
CMBA
574
C.M. Bidwell & Associates
Hawaii
$2K – – –
SC
575
Schubert & Co
Texas
$2K +$1.29K +11 +183%
21 22
23
24 25