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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$445M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$215M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$213M
4
SEP
Soma Equity Partners
California
+$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
+$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$314M
2
Allianz Asset Management
Allianz Asset Management
Germany
-$199M
3
Jennison Associates
Jennison Associates
New York
-$178M
4
AM
Atreides Management
Massachusetts
-$175M
5
Holocene Advisors
Holocene Advisors
New York
-$85.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
576
Harbor Investment Advisory
Maryland
$36K – – –
Lazard Asset Management
577
Lazard Asset Management
New York
$35K -$201K -1,364 -85%
AA
578
Addison Advisors
Vermont
$34K +$18.6K +125 +121%
GWSG
579
GPS Wealth Strategies Group
Colorado
$32K -$30.9K -203 -49%
CWM
580
Cedar Wealth Management
California
$32K +$906 +6 +3%
FWM
581
Focused Wealth Management
New York
$30K -$15.1K -100 -33%
PP
582
PrairieView Partners
Minnesota
$30K – – –
CB
583
Community Bank
New York
$30K – – –
FAG
584
Fortitude Advisory Group
Washington
$30K – – –
KFS
585
Kelly Financial Services
Massachusetts
$29.4K -$2.87K -19 -9%
KFP
586
KB Financial Partners
New Jersey
$29K – – –
CI Investments Inc
587
CI Investments Inc
Ontario, Canada
$28K +$25.3K +170 +944%
First Manhattan
588
First Manhattan
New York
$25K – – –
Koshinski Asset Management
589
Koshinski Asset Management
Illinois
$23.2K +$3.02K +20 +15%
HFM
590
Harvest Fund Management
China
$23K -$46.9K -314 -67%
Bank Julius Baer & Co
591
Bank Julius Baer & Co
Switzerland
$23K -$26.4K -172 -53%
PFGIA
592
Patriot Financial Group Insurance Agency
Massachusetts
$21K -$6K -40 -22%
APP
593
Alpha Paradigm Partners
Illinois
$21K – – –
JWA
594
JFS Wealth Advisors
Pennsylvania
$21K +$10.1K +68 +93%
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$20K -$458 -3 -2%
NSIM
596
North Star Investment Management
Illinois
$20K +$10K +65 +100%
GWS
597
Glassman Wealth Services
Virginia
$20K +$10.4K +69 +108%
AF
598
Allworth Financial
California
$20K +$13.9K +94 +229%
T
599
TCWP
Ohio
$20K +$20K +137 New
FCA
600
FinTrust Capital Advisors
South Carolina
$17K +$17K +110 New
22 23
24
25 26