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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
551
Zions Bancorporation
Utah
$8.71K -$862 -10 -9%
IWP
552
IAG Wealth Partners
Wisconsin
$8.62K – – –
TCPG
553
Trivant Custom Portfolio Group
California
$8.62K +$8.62K +100 New
CCP
554
Carmel Capital Partners
California
$8.62K +$8.62K +100 New
SWA
555
SOA Wealth Advisors
New York
$8.02K – – –
AA
556
AlphaMark Advisors
Kentucky
$8K -$5.33K -60 -40%
PP
557
Pacifica Partners
Canada
$7.57K +$7.57K +95 New
AF
558
Advisornet Financial
Minnesota
$7.5K +$172 +2 +2%
TIM
559
Thompson Investment Management
Wisconsin
$7.07K +$7.07K +82 New
RDIA
560
RE Dickinson Investment Advisors
Iowa
$7K – – –
HFS
561
Hantz Financial Services
Michigan
$7K +$2.08K +25 +42%
CAM
562
Close Asset Management
United Kingdom
$7K +$2.44K +30 +54%
BTI
563
Blue Trust Inc
Georgia
$7K +$4.91K +75 +234%
WP
564
WealthPLAN Partners
Nebraska
$6.9K +$6.9K +80 New
CIM
565
Contravisory Investment Management
Massachusetts
$6.47K +$6.47K +75 New
AAP
566
Arax Advisory Partners
Colorado
$6.38K – – –
CA
567
Crewe Advisors
Utah
$5.78K -$1.98K -23 -26%
BC
568
Barrett & Company
Rhode Island
$5.17K – – –
FWM
569
Focused Wealth Management
New York
$5.09K – – –
BF
570
BOK Financial
Oklahoma
$5K +$5K +58 New
AW
571
Avion Wealth
Texas
$5K – – –
EARNEST Partners
572
EARNEST Partners
Georgia
$4.92K – – –
JWA
573
JFS Wealth Advisors
Pennsylvania
$4.92K +$604 +7 +14%
KM
574
Kalos Management
Georgia
$4.66K +$4.66K +54 New
CTA
575
Colonial Trust Advisors
South Carolina
$4.4K – – –
21 22
23
24 25