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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
576
IFS Advisors
Kansas
$2.08K +$2.08K +30 New
BC
577
Bartlett & Co
Ohio
$2K – – –
PVH
578
Psagot Value Holdings
Israel
$2K +$552 +8 +38%
VWM
579
Venturi Wealth Management
Texas
$1.94K -$763 -11 -28%
WWM
580
Wolff Wiese Magana
California
$1.87K – – –
BCWM
581
Bartlett & Co Wealth Management
Ohio
$1.73K – – –
LF
582
Lee Financial
Texas
$1.67K – – –
CMBA
583
C.M. Bidwell & Associates
Hawaii
$1.53K -$69.1K -996 -98%
IGWM
584
ICA Group Wealth Management
Colorado
$1.39K – – –
FFL
585
Financial Freedom LLC
Ohio
$1.32K – – –
CHC
586
City Holding Co
West Virginia
$1.25K -$20.8K -300 -94%
RTL
587
Red Tortoise LLC
Georgia
$1.25K – – –
BWM
588
BerganKDV Wealth Management
Minnesota
$1.11K -$624 -9 -36%
2L
589
25 LLC
Missouri
$1.1K -$515 -7 -32%
PMFA
590
Plante Moran Financial Advisors
Michigan
$1.04K +$1.04K +15 New
ADL
591
Asset Dedication LLC
California
$1K – – –
TFA
592
Transamerica Financial Advisors
Florida
$1K – – –
FMP
593
Financial Management Professionals
Texas
$1K – – –
BF
594
BOK Financial
Oklahoma
$971 -$3.05K -44 -76%
M
595
MOTCO
Texas
$971 +$971 +14 New
BCH
596
Berkshire Capital Holdings
California
$694 – – –
WIM
597
WealthPlan Investment Management
Nebraska
$694 – – –
DI
598
Disciplined Investments
Oklahoma
$694 +$278 +4 +67%
SIC
599
SJS Investment Consulting
Ohio
$625 +$139 +2 +29%
PS
600
PayPay Securities
Japan
$624 -$693 -10 -53%
22 23
24
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