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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$346M
2
BlackRock
BlackRock
New York
+$167M
3
SCM
Steadfast Capital Management
New York
+$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$118M
5
Holocene Advisors
Holocene Advisors
New York
+$112M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$905M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$349M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$308M
4
Fidelity International
Fidelity International
Bermuda
-$210M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$115M
Name Holding Trade Value Shares
Change 		Shares
Change %
ARG
576
Advisory Resource Group
Oklahoma
$214K +$214K +843 New
HS
577
Haafor (Singapore)
Singapore
$213K +$213K +836 New
GHAM
578
Gilman Hill Asset Management
Connecticut
$210K -$44.5K -175 -18%
SSB
579
Sandy Spring Bank
Maryland
$210K +$44.4K +175 +27%
QC
580
QCM Cayman
Texas
$210K +$210K +825 New
NB
581
Norinchukin Bank
Japan
$207K +$207K +813 New
CGH
582
Crossmark Global Holdings
Texas
$204K +$204K +801 New
FPS
583
Fieldpoint Private Securities
Connecticut
$203K +$203K +800 New
CFG
584
Cooper Financial Group
California
$202K +$202K +795 New
LA
585
LexAurum Advisors
Kansas
$202K +$202K +796 New
RA
586
RFG Advisory
Alabama
$202K +$202K +800 New
SGA
587
Sustainable Growth Advisers
Connecticut
$200K +$200K +788 New
AA
588
Ancora Advisors
Ohio
$197K – – –
QCG
589
Quadrant Capital Group
Ohio
$181K -$4.07K -16 -2%
CAPTRUST Financial Advisors
590
CAPTRUST Financial Advisors
North Carolina
$171K +$22.9K +90 +15%
SWA
591
Sutton Wealth Advisors
Florida
$168K – – –
VRM
592
Vectors Research Management
New York
$162K +$17K +67 +12%
MA
593
Montag & Associates
Georgia
$158K +$158K +623 New
BWP
594
Baldwin Wealth Partners
Massachusetts
$153K – – –
ED
595
Exane Derivatives
France
$153K +$153K +600 New
WEC
596
Winslow Evans & Crocker
Massachusetts
$140K +$8.12K +32 +6%
AAP
597
Arax Advisory Partners
Colorado
$139K – – –
RE
598
RBC Europe
United Kingdom
$136K -$102K -400 -43%
VC
599
Vestor Capital
Illinois
$130K +$130K +510 New
LC
600
Lindbrook Capital
California
$126K +$29.7K +117 +31%
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