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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIM
576
Arcadia Investment Management
Michigan
$122K +$122K +500 New
GWSG
577
GPS Wealth Strategies Group
Colorado
$115K +$15.8K +65 +16%
PCM
578
Penserra Capital Management
California
$97K +$24.1K +99 +33%
OSAM
579
O'Shaughnessy Asset Management
Connecticut
$96K +$15.2K +62 +19%
KFS
580
Kelly Financial Services
Massachusetts
$96K +$95.9K +23,474 +156,493%
Fifth Third Bancorp
581
Fifth Third Bancorp
Ohio
$87K +$30.6K +125 +54%
AWM
582
Accel Wealth Management
Iowa
$86K +$6.82K +28 +9%
TFGT
583
TS Financial Group (TSFG)
Illinois
$86K +$86K +351 New
Bank Julius Baer & Co
584
Bank Julius Baer & Co
Switzerland
$79K -$49.2K -201 -38%
GEA
585
Glen Eagle Advisors
New Jersey
$78.3K – – –
HFM
586
Harvest Fund Management
China
$77K -$35.3K -148 -31%
MAM
587
McCarthy Asset Management
California
$73K – – –
ADL
588
Asset Dedication LLC
California
$70K +$70K +287 New
BC
589
Barnett & Company
Tennessee
$66K – – –
CA
590
Clearstead Advisors
Ohio
$63K -$12.3K -50 -16%
HIA
591
Harbor Investment Advisory
Maryland
$61K – – –
Carson Wealth (CWM LLC)
592
Carson Wealth (CWM LLC)
Nebraska
$61K – – –
GA
593
GoalVest Advisory
New York
$59K – – –
Optiver Holding
594
Optiver Holding
Netherlands
$52K +$52K +214 New
CB
595
Community Bank
New York
$49K – – –
PP
596
PrairieView Partners
Minnesota
$49K – – –
SIM
597
Sonora Investment Management
Arizona
$49K – – –
LAS
598
Lloyd Advisory Services
Georgia
$48K +$15.7K +64 +48%
KFP
599
KB Financial Partners
New Jersey
$47K -$5.6K -23 -11%
SOADOR
600
State of Alaska Department of Revenue
Alaska
$47K – – –
22 23
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