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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
FWM
576
Focused Wealth Management
New York
$37K – – –
CAGAS
577
Capital Advisory Group Advisory Services
Minnesota
$30K -$401K -1,793 -93%
SFSIG
578
San Francisco Sentry Investment Group
California
$30K +$30K +140 New
MPWT
579
MassMutual Private Wealth & Trust
Connecticut
$29K – – –
LAS
580
Lloyd Advisory Services
Georgia
$29K +$25K +114 +633%
IAIM
581
International Assets Investment Management
Florida
$28K – – –
BFC
582
Bedel Financial Consulting
Indiana
$26K +$6.56K +30 +34%
ACM
583
Allred Capital Management
Texas
$23.1K +$23.1K +105 New
AWM
584
Avior Wealth Management
Nebraska
$23K -$12K -55 -34%
GI
585
Gradient Investments
Minnesota
$22K – – –
LFG
586
Larson Financial Group
Missouri
$22K – – –
GAM
587
Grandview Asset Management
Pennsylvania
$22K +$22K +100 New
TWP
588
TFO Wealth Partners
Ohio
$22K +$22K +100 New
WP
589
WealthShield Partners
North Carolina
$22K +$22K +100 New
AWC
590
Abundance Wealth Counselors
Pennsylvania
$22K +$22K +100 New
LWM
591
Liberty Wealth Management
California
$21K – – –
SWA
592
SOA Wealth Advisors
New York
$20K +$20K +93 New
AW
593
Avion Wealth
Texas
$17K -$11.3K -50 -40%
WT
594
Whittier Trust
California
$17K – – –
BWM
595
BerganKDV Wealth Management
Minnesota
$17K – – –
EFSCE
596
Enterprise Financial Services Corp (EFSC)
Missouri
$17K +$6.89K +32 +68%
ADIM
597
Alpha DNA Investment Management
Maryland
$17K +$10.4K +49 +158%
WT
598
Washington Trust
Rhode Island
$16K – – –
MAM
599
Meeder Asset Management
Ohio
$16K – – –
GWS
600
Glassman Wealth Services
Virginia
$14K +$1.08K +5 +8%
22 23
24
25 26