OKTA icon

Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$638M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$631M
4
Sands Capital Management
4
Sands Capital Management
Virginia
$652M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$901M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.37B
4
DVC
4
Deer VIII & Co
New York
$576M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFC
576
Northeast Financial Consultants
Connecticut
$232K – – –
Verition Fund Management
577
Verition Fund Management
Connecticut
$231K -$23.5K -99 -9%
BTWM
578
Baker Tilly Wealth Management
Wisconsin
$231K +$8.56K +36 +4%
FFA
579
First Foundation Advisors
California
$227K -$948 -4 -0.4%
SG
580
StoneX Group
New York
$227K – – –
SSB
581
Sandy Spring Bank
Maryland
$227K +$25.3K +107 +13%
PFO
582
Pathstone Family Office
New Jersey
$226K -$3.8K -16 -2%
CI
583
Cigna Investments
Connecticut
$225K – – –
FM
584
Freemont Management
Switzerland
$224K +$224K +942 New
CM
585
Castleark Management
Illinois
$220K – – –
FC
586
Financial Consulate
Maryland
$220K +$13.6K +57 +7%
CA
587
CastleArk Alternatives
Illinois
$220K +$220K +925 New
CPIG
588
Chicago Partners Investment Group
Illinois
$216K -$38K -149 -15%
MA
589
Montag & Associates
Georgia
$215K +$9.03K +38 +4%
LA
590
LexAurum Advisors
Kansas
$213K -$6.65K -28 -3%
JIC
591
Johnson Investment Counsel
Ohio
$211K -$4.75K -20 -2%
PCP
592
Proficio Capital Partners
Massachusetts
$203K -$4.51K -19 -2%
CIAS
593
CFS Investment Advisory Services
New Jersey
$202K +$202K +850 New
CA
594
Cetera Advisors
Colorado
$200K +$200K +843 New
OIA
595
Optimum Investment Advisors
Illinois
$190K -$89.1K -375 -32%
QCG
596
Quadrant Capital Group
Ohio
$189K -$1.66K -7 -0.9%
AA
597
Ancora Advisors
Ohio
$184K – – –
OSAM
598
O'Shaughnessy Asset Management
Connecticut
$163K +$69.9K +294 +75%
Capstone Investment Advisors
599
Capstone Investment Advisors
New York
$161K +$161K +678 New
FPA
600
First Pacific Advisors
California
$160K – – –
22 23
24
25 26