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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
+$225M
2
WRCM
Whale Rock Capital Management
Massachusetts
+$185M
3
Morgan Stanley
Morgan Stanley
New York
+$182M
4
Marshall Wace
Marshall Wace
United Kingdom
+$150M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$136M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$292M
2
Federated Hermes
Federated Hermes
Pennsylvania
-$71.2M
3
SCA
Southpoint Capital Advisors
New York
-$68.5M
4
DMC
Deer Management Company
New York
-$67.9M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
-$57.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
576
Strategic Investment Solutions
Illinois
$2.26K +$2.26K +25 New
S
577
Sachetta
Massachusetts
$2.17K +$2.17K +24 New
WAG
578
Wiser Advisor Group
Arizona
$2.17K +$2.17K +24 New
CSC
579
Caldwell Sutter Capital
California
$2.08K +$2.08K +23 New
ADL
580
Asset Dedication LLC
California
$2K +$800 +8 +67%
VNA
581
Valley National Advisers
Pennsylvania
$2K +$2K +25 New
CMBA
582
C.M. Bidwell & Associates
Hawaii
$1.99K – – –
FFO
583
Fortitude Family Office
Arizona
$1.99K +$1.99K +22 New
CFB
584
Cullen/Frost Bankers
Texas
$1.81K +$1.81K +20 New
CHC
585
City Holding Co
West Virginia
$1.63K – – –
VWA
586
Valued Wealth Advisors
Utah
$1.55K +$1.55K +19 New
PP
587
Pacifica Partners
Canada
$1.45K +$1.45K +20 New
SIC
588
SJS Investment Consulting
Ohio
$1.45K +$181 +2 +14%
MSWM
589
McGlone Suttner Wealth Management
Wisconsin
$1.36K +$1.36K +15 New
PS
590
PayPay Securities
Japan
$1.32K +$471 +5 +56%
M
591
MOTCO
Texas
$1.27K – – –
BF
592
BOK Financial
Oklahoma
$1.27K +$1.27K +14 New
TFA
593
Transamerica Financial Advisors
Florida
$1K – – –
FMP
594
Financial Management Professionals
Texas
$1K – – –
FWM
595
FSA Wealth Management
Massachusetts
$1K +$1K +13 New
AWM
596
Abound Wealth Management
Tennessee
$996 +$996 +11 New
DPW
597
DiNuzzo Private Wealth
Pennsylvania
$906 +$906 +10 New
GEA
598
Glen Eagle Advisors
New Jersey
$905 -$2.72K -30 -75%
BCH
599
Berkshire Capital Holdings
California
$905 – – –
ME
600
McIlrath & Eck
Washington
$905 +$905 +10 New
22 23
24
25 26