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Okta
OKTA

Overview Fund Activity

603 hedge funds and large institutions have $19.3B invested in Okta in 2020 Q2 according to their latest regulatory filings, with 165 funds opening new positions, 232 increasing their positions, 137 reducing their positions, and 57 closing their positions.

Holders
603
Holders Change
+104
Holders Change %
+20.84%
% of All Funds
12.4%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.37%
New
165
Increased
232
Reduced
137
Closed
57
Calls
$1.06B
Puts
$967M
Net Calls
+$95.5M
Net Calls Change
+$419M

Top Buyers

1
BlackRock
1
BlackRock
New York
$1.74B
2
Morgan Stanley
2
Morgan Stanley
New York
$2.35B
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.22B
4
Franklin Resources
4
Franklin Resources
California
$331M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$117M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$881M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$413M
3
Goldman Sachs
3
Goldman Sachs
New York
$151M
4
1832 Asset Management
4
1832 Asset Management
Ontario, Canada
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$11.3M
Name Market Value Shares Shares
Change 		Shares
Change %
GWS
576
Glassman Wealth Services
Virginia
$8K 41 +32 +356%
ST
577
Smithfield Trust
Pennsylvania
$8K 39 +39 New
HFA
578
Hoover Financial Advisors
Pennsylvania
$8K 40 +40 New
EWP
579
Engrave Wealth Partners
Texas
$8K 42 +42 New
RDWM
580
Red Door Wealth Management
Tennessee
$7K 39 +39 New
ETC
581
Exchange Traded Concepts
Oklahoma
$6K 32 -333 -91%
LWANC
582
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K 30 -10 -25%
ABC
583
Associated Banc-Corp
Wisconsin
$6K 31 – –
PA
584
Perennial Advisors
New York
$6K 29 +29 New
APWM
585
Atlas Private Wealth Management
New York
$6K 30 +30 New
EFSCE
586
Enterprise Financial Services Corp (EFSC)
Missouri
$5K 24 +19 +380%
KPW
587
Kore Private Wealth
New York
$5K 29 +29 New
PMFA
588
Plante Moran Financial Advisors
Michigan
$4K 20 – –
VRM
589
Vectors Research Management
New York
$4K 20 +20 New
FMP
590
Financial Management Professionals
Texas
$3K 16 – –
IF
591
Ironwood Financial
Arizona
$3K 15 – –
TFO
592
Tarbox Family Office
California
$3K 13 – –
HI
593
Hudock Inc
Pennsylvania
$3K 19 – –
TSW
594
Thompson Siegel & Walmsley
Virginia
$3K 13 – –
PAI
595
Pittenger & Anderson Inc
Nebraska
$3K 13 +1 +8%
TPCW
596
TD Private Client Wealth
New York
$2.4K 12 +3 +33%
BCH
597
Berkshire Capital Holdings
California
$2K 10 -102,200 -100%
CAM
598
ClariVest Asset Management
California
$2K 9 -10,300 -100%
CAL
599
Capital Analysts LLC
Pennsylvania
$2K 10 +10 New
TWA
600
TCI Wealth Advisors
Arizona
$1K 5 -4 -44%
22 23
24
25 26