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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
$251M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$181M
3
JCAM
Jericho Capital Asset Management
New York
$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.27B

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
$46.5M
2
Morgan Stanley
Morgan Stanley
New York
$121M
3
Millennium Management
Millennium Management
New York
$54.7M
4
First Trust Advisors
First Trust Advisors
Illinois
$273M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
$76.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
576
Bourgeon Capital Management
Connecticut
$4.31K – – –
BFPW
577
BOK Financial Private Wealth
Colorado
$4.31K +$4.31K +50 New
CAM
578
ClariVest Asset Management
California
$4K – – –
CFGS
579
Concourse Financial Group Securities
Alabama
$3.79K -$14.2K -165 -79%
VCM
580
Versant Capital Management
Arizona
$3.62K -$1.64K -19 -31%
SWA
581
Sutton Wealth Advisors
Florida
$3.45K -$20.5K -238 -86%
TWA
582
TCI Wealth Advisors
Arizona
$3.45K -$7.76K -90 -69%
JAM
583
JCIC Asset Management
Ontario, Canada
$3.45K – – –
GEA
584
Glen Eagle Advisors
New Jersey
$3.45K – – –
TCM
585
Tradewinds Capital Management
Washington
$3.45K – – –
NHT
586
New Hampshire Trust
New Hampshire
$3.45K – – –
VWM
587
Venturi Wealth Management
Texas
$3.36K +$3.36K +39 New
JWM
588
Janiczek Wealth Management
Colorado
$3.27K +$2.75K +37 +529%
FRA
589
Front Row Advisors
California
$3K – – –
TWM
590
Tradition Wealth Management
Minnesota
$3K +$3K +36 New
NC
591
NewSquare Capital
Pennsylvania
$2.93K +$517 +6 +21%
Commonwealth Equity Services
592
Commonwealth Equity Services
Massachusetts
$2.79K +$388 +4,502 +16%
SIS
593
Sound Income Strategies
Florida
$2.59K – – –
FMB
594
Field & Main Bank
Kentucky
$2.59K – – –
WWM
595
Wolff Wiese Magana
California
$2.33K – – –
MPWT
596
MassMutual Private Wealth & Trust
Connecticut
$2.33K – – –
BCWM
597
Bartlett & Co Wealth Management
Ohio
$2.16K – – –
BWM
598
BerganKDV Wealth Management
Minnesota
$2.16K – – –
SC
599
Schubert & Co
Texas
$2.16K +$862 +10 +67%
LF
600
Lee Financial
Texas
$2.07K +$2.07K +24 New
22 23
24
25 26