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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
American Century Companies
Missouri
$353M
4
SCA
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
2
WRCM
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
Sachem Head Capital Management
New York
$35M
4
Millennium Management
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
576
City Holding Co
West Virginia
$1.47K – – –
SIC
577
SJS Investment Consulting
Ohio
$1.14K +$408 +5 +56%
M
578
MOTCO
Texas
$1.14K – – –
TFA
579
Transamerica Financial Advisors
Florida
$1K – – –
ADL
580
Asset Dedication LLC
California
$1K – – –
FMP
581
Financial Management Professionals
Texas
$1K – – –
BCH
582
Berkshire Capital Holdings
California
$815 – – –
FWM
583
Focused Wealth Management
New York
$734 -$4.08K -50 -85%
IPW
584
Impact Partnership Wealth
Georgia
$652 – – –
WT
585
Whittier Trust
California
$326 +$326 +4 New
IFAM
586
Institutional & Family Asset Management
Colorado
$245 – – –
MA
587
Montag & Associates
Georgia
$245 – – –
CPG
588
Cornerstone Planning Group
New Jersey
$245 +$245 +3 New
TIM
589
Tortoise Investment Management
New York
$163 – – –
AssetMark Inc
590
AssetMark Inc
California
$163 +$163 +2 New
TWD
591
True Wealth Design
Ohio
$82 – – –
AP
592
Atwood & Palmer
Missouri
$82 +$82 +1 New
BWM
593
Baystate Wealth Management
Massachusetts
$82 +$82 +1 New
GFPC
594
Global Financial Private Client
Florida
$81 – – –
SM
595
SCGE Management
California
– -$49.8M -718,040 Closed
ACM
596
Altimeter Capital Management
Massachusetts
– -$17.3M -250,000 Closed
KC
597
KCL Capital
New York
– -$13.9M -200,000 Closed
TC
598
Tairen Capital
Hong Kong
– -$11.7M -168,052 Closed
APC
599
Alta Park Capital
California
– -$9.56M -137,853 Closed
FHCM
600
Force Hill Capital Management
New York
– -$7.77M -112,000 Closed
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