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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
576
Bartlett & Co
Ohio
$2K +$2K +25 New
SWM
577
Sugarloaf Wealth Management
Georgia
$2K +$2K +25 New
ED
578
Exane Derivatives
France
$1.36K -$65.1K -720 -98%
FSWA
579
Financial Synergies Wealth Advisors
Texas
$1.27K +$1.27K +14 New
GI
580
Gradient Investments
Minnesota
$1K -$2.76M -38,690 -100%
AWM
581
Avior Wealth Management
Nebraska
$1K -$2.31K -30 -70%
PA
582
PSI Advisors
Florida
$1K – – –
LFG
583
Larson Financial Group
Missouri
$1K – – –
FEG
584
Financial Enhancement Group
Indiana
$1K – – –
FMP
585
Financial Management Professionals
Texas
$1K – – –
DI
586
Disciplined Investments
Oklahoma
$1K +$167 +1 +20%
TFA
587
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
LF
588
Lee Financial
Texas
$1K +$222 +2 +29%
TFA
589
Toth Financial Advisory
Virginia
$1K +$375 +3 +60%
JFGIW
590
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K +$1K +6 New
SFG
591
Steward Financial Group
Texas
$1K +$1K +14 New
WWM
592
Wagner Wealth Management
South Carolina
$1K +$1K +16 New
FP
593
Financial Perspectives
Minnesota
$362 – – –
FGAM
594
Financial Gravity Asset Management
Texas
$300 -$147 -398 -33%
GFPC
595
Global Financial Private Client
Florida
$96 – – –
RDIA
596
RE Dickinson Investment Advisors
Iowa
$7 – – –
Jennison Associates
597
Jennison Associates
New York
– -$272M -1,804,757 Closed
Massachusetts Financial Services
598
Massachusetts Financial Services
Massachusetts
– -$72.9M -483,204 Closed
Capital International Investors
599
Capital International Investors
California
– -$47.8M -316,676 Closed
WRCM
600
Whale Rock Capital Management
Massachusetts
– -$35.2M -233,018 Closed
22 23
24
25 26