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Okta
OKTA

Overview Fund Activity

610 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 235 increasing their positions, 197 reducing their positions, and 77 closing their positions.

Holders
610
Holders Change
+7
Holders Change %
+1.16%
% of All Funds
12.34%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
235
Reduced
197
Closed
77
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$2.75B
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$395M
3
FCM
3
Frontier Capital Management
Massachusetts
$99.6M
4
Capital International Investors
4
Capital International Investors
California
$96M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$152M

Top Sellers

1
Fidelity International
1
Fidelity International
Bermuda
$210M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$70.5M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$2.29B
4
Alkeon Capital Management
4
Alkeon Capital Management
New York
$277M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$893M
Name Market Value Shares Shares
Change 		Shares
Change %
Lazard Asset Management
576
Lazard Asset Management
New York
$7K 37 +37 New
ABC
577
Associated Banc-Corp
Wisconsin
$6K 26 -5 -16%
LWANC
578
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K 30 – –
CFA
579
Carroll Financial Associates
North Carolina
$5K 25 -669 -96%
GRP
580
Global Retirement Partners
California
$5K 25 -31 -55%
CTC
581
Central Trust Company
Missouri
$4K 20 -150 -88%
HI
582
Hudock Inc
Pennsylvania
$4K 19 – –
PMFA
583
Plante Moran Financial Advisors
Michigan
$4K 20 – –
FHC
584
First Horizon Corporation
Tennessee
$4K 19 +19 New
LAS
585
Lloyd Advisory Services
Georgia
$4K 19 +19 New
MIM
586
Macroview Investment Management
Maryland
$4K 21 +21 New
PFBT
587
Parkside Financial Bank & Trust
Missouri
$3K 11 -50 -82%
TFO
588
Tarbox Family Office
California
$3K 13 – –
TSW
589
Thompson Siegel & Walmsley
Virginia
$3K 13 – –
FMP
590
Financial Management Professionals
Texas
$3K 16 – –
IF
591
Ironwood Financial
Arizona
$3K 15 – –
PAI
592
Pittenger & Anderson Inc
Nebraska
$3K 16 +3 +23%
BWM
593
Baystate Wealth Management
Massachusetts
$3K 14 +14 New
PFWA
594
Paces Ferry Wealth Advisors
Georgia
$3K 16 +16 New
TPCW
595
TD Private Client Wealth
New York
$2.57K 12 – –
BCH
596
Berkshire Capital Holdings
California
$2K 10 – –
CAL
597
Capital Analysts LLC
Pennsylvania
$2K 10 – –
CAM
598
ClariVest Asset Management
California
$2K 9 – –
CCM
599
Chiron Capital Management
Florida
$2K 10 +10 New
CPA
600
Clear Perspective Advisors
Illinois
$1.41K 983 -67 -6%
22 23
24
25 26