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Okta
OKTA

Overview Fund Activity

578 hedge funds and large institutions have $8.47B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 118 funds opening new positions, 193 increasing their positions, 186 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
578
Holders Change
+11
Holders Change %
+1.94%
% of All Funds
9.33%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
118
Increased
193
Reduced
186
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$431M
2
SEP
2
Soma Equity Partners
California
$111M
3
EC
3
Eminence Capital
New York
$90.3M
4
Holocene Advisors
4
Holocene Advisors
New York
$120M
5
Goldman Sachs
5
Goldman Sachs
New York
$96.5M

Top Sellers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$5.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$2.1M
3
SCM
3
Steadfast Capital Management
New York
$6.65M
4
Fidelity International
4
Fidelity International
Bermuda
$18.9K
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$22M
Name Holding Trade Value Shares
Change 		Shares
Change %
NC
551
NewSquare Capital
Pennsylvania
$1.91K +$1.91K +28 New
WWM
552
Wolff Wiese Magana
California
$1.85K +$342 +5 +23%
PS
553
PayPay Securities
Japan
$1.78K +$1.78K +26 New
National Pension Service
554
National Pension Service
South Korea
$1.71K -$16.5M -242,008 -100%
BCWM
555
Bartlett & Co Wealth Management
Ohio
$1.71K – – –
BWM
556
BerganKDV Wealth Management
Minnesota
$1.71K +$1.09K +16 +178%
IGWM
557
ICA Group Wealth Management
Colorado
$1.37K +$1.37K +20 New
FFL
558
Financial Freedom LLC
Ohio
$1.3K +$1.3K +19 New
RTL
559
Red Tortoise LLC
Georgia
$1.23K +$1.23K +18 New
LFG
560
Larson Financial Group
Missouri
$1.09K – – –
CAC
561
Core Alternative Capital
Georgia
$1.03K -$3.55K -52 -78%
SC
562
Schubert & Co
Texas
$1.03K +$820 +12 +400%
ADL
563
Asset Dedication LLC
California
$1K -$14.6K -175 -94%
TFA
564
Transamerica Financial Advisors
Florida
$1K – – –
FMP
565
Financial Management Professionals
Texas
$1K – – –
JWM
566
Janiczek Wealth Management
Colorado
$461 +$461 +7 New
SIC
567
SJS Investment Consulting
Ohio
$410 +$68 +1 +20%
DI
568
Disciplined Investments
Oklahoma
$410 +$273 +4 +200%
GI
569
Gradient Investments
Minnesota
$273 -$478 -7 -64%
CSPIA
570
Cary Street Partners Investment Advisory
Virginia
$273 +$273 +4 New
MA
571
Montag & Associates
Georgia
$205 -$13.7K -200 -99%
IFAM
572
Institutional & Family Asset Management
Colorado
$205 – – –
TIM
573
Tortoise Investment Management
New York
$137 +$137 +2 New
GFPC
574
Global Financial Private Client
Florida
$68 – – –
TWD
575
True Wealth Design
Ohio
$68 +$68 +1 New
21 22
23
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