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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
551
Contravisory Investment Management
Massachusetts
$5.2K – – –
FFA
552
Farther Finance Advisors
California
$5.13K -$2.15K -31 -30%
EC
553
Elequin Capital
New York
$5.06K +$5.06K +73 New
AW
554
Avion Wealth
Texas
$5K +$427 +7 +9%
NRG
555
Nemes Rush Group
Michigan
$4.99K +$4.99K +72 New
JWA
556
JFS Wealth Advisors
Pennsylvania
$4.23K +$277 +4 +7%
BC
557
Barrett & Company
Rhode Island
$4.16K – – –
FWM
558
Focused Wealth Management
New York
$4.09K – – –
EARNEST Partners
559
EARNEST Partners
Georgia
$3.95K – – –
VCM
560
Versant Capital Management
Arizona
$3.88K +$971 +14 +33%
CTA
561
Colonial Trust Advisors
South Carolina
$3.54K – – –
BCM
562
Bourgeon Capital Management
Connecticut
$3.47K – – –
PAI
563
Pittenger & Anderson Inc
Nebraska
$3.47K +$3.47K +50 New
JWM
564
Janiczek Wealth Management
Colorado
$3.05K – – –
CFGS
565
Concourse Financial Group Securities
Alabama
$3.05K – – –
CAM
566
ClariVest Asset Management
California
$3K – – –
MPWT
567
MassMutual Private Wealth & Trust
Connecticut
$2.98K +$1.11K +16 +59%
JAM
568
JCIC Asset Management
Ontario, Canada
$2.77K – – –
TCM
569
Tradewinds Capital Management
Washington
$2.77K – – –
SWA
570
Sutton Wealth Advisors
Florida
$2.77K – – –
GEA
571
Glen Eagle Advisors
New Jersey
$2.77K – – –
CAC
572
Core Alternative Capital
Georgia
$2.57K -$7.35K -106 -74%
NC
573
NewSquare Capital
Pennsylvania
$2.36K – – –
SIS
574
Sound Income Strategies
Florida
$2.08K – – –
FMB
575
Field & Main Bank
Kentucky
$2.08K – – –
21 22
23
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