OKTA icon

Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$185M
3
Morgan Stanley
Morgan Stanley
New York
+$182M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$292M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$71.2M
3
SCA
Southpoint Capital Advisors
New York
-$68.5M
4
DMC
Deer Management Company
New York
-$67.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
551
Close Asset Management
United Kingdom
$5K – – –
LIWM
552
Long Island Wealth Management
New York
$5K +$5K +56 New
WCM
553
Winthrop Capital Management
Indiana
$4.98K +$4.98K +55 New
CTA
554
Colonial Trust Advisors
South Carolina
$4.62K – – –
MWA
555
Moser Wealth Advisors
Washington
$4.62K +$4.62K +51 New
BCM
556
Bourgeon Capital Management
Connecticut
$4.53K – – –
JWM
557
Janiczek Wealth Management
Colorado
$3.98K – – –
VAMG
558
Voisard Asset Management Group
Michigan
$3.89K +$3.89K +43 New
PMFA
559
Plante Moran Financial Advisors
Michigan
$3.8K +$3.8K +42 New
TWC
560
TD Waterhouse Canada
Ontario, Canada
$3.67K -$35K -420 -91%
TCM
561
Tradewinds Capital Management
Washington
$3.62K – – –
CFGS
562
Concourse Financial Group Securities
Alabama
$3.62K -$362 -4 -9%
JAM
563
JCIC Asset Management
Ontario, Canada
$3.62K – – –
NMM
564
Naples Money Management
Florida
$3.62K +$3.62K +40 New
AGWCA
565
Annis Gardner Whiting Capital Advisors
Florida
$3.08K +$3.08K +34 New
VCM
566
Versant Capital Management
Arizona
$2.99K -$996 -11 -25%
CAC
567
Core Alternative Capital
Georgia
$2.72K -$24.6K -272 -90%
SIS
568
Sound Income Strategies
Florida
$2.72K – – –
CAM
569
Creekmur Asset Management
Illinois
$2.72K +$2.72K +30 New
FMB
570
Field & Main Bank
Kentucky
$2.72K – – –
IA
571
IFS Advisors
Kansas
$2.72K – – –
MPWT
572
MassMutual Private Wealth & Trust
Connecticut
$2.63K – – –
WIM
573
Westside Investment Management
California
$2.63K +$2.63K +29 New
VAG
574
VisionPoint Advisory Group
Texas
$2.54K -$1.27K -14 -33%
AF
575
Advisornet Financial
Minnesota
$2.35K +$543 +6 +30%
21 22
23
24 25