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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFIPS
601
Towarzystwo Funduszy Inwestycyjnych PZU SA
$13.2K – – –
SBL
602
Sargent Bickham Lagudis
Colorado
$13K – – –
EARNEST Partners
603
EARNEST Partners
Georgia
$13K – – –
PAI
604
Pittenger & Anderson Inc
Nebraska
$13K +$448 +2 +4%
WAS
605
Winch Advisory Services
Wisconsin
$13K +$5.12K +24 +65%
RCA
606
Ranch Capital Advisors
Florida
$12K – – –
CAM
607
Close Asset Management
United Kingdom
$12K +$12K +56 New
EW
608
Evoke Wealth
California
$11K – – –
BCM
609
Bourgeon Capital Management
Connecticut
$11K +$11K +50 New
RWB
610
RMR Wealth Builders
New Jersey
$11K +$11K +50 New
CAC
611
Certified Advisory Corp
Florida
$11K +$11K +50 New
ZB
612
Zions Bancorporation
Utah
$10K -$5.75K -27 -36%
HFA
613
Hoover Financial Advisors
Pennsylvania
$10K – – –
SIS
614
Sound Income Strategies
Florida
$9.26K – – –
CFA
615
Carroll Financial Associates
North Carolina
$9K -$174K -811 -95%
TCM
616
Tradewinds Capital Management
Washington
$9K -$3.6K -16 -29%
JAM
617
JCIC Asset Management
Ontario, Canada
$9K – – –
ST
618
Smithfield Trust
Pennsylvania
$9K – – –
SOW
619
State of Wyoming
Wyoming
$8K +$8K +36 New
LWANC
620
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
DAM
621
Delta Asset Management
Tennessee
$7K +$7K +30 New
JWA
622
JFS Wealth Advisors
Pennsylvania
$7K +$7K +32 New
FF
623
FourThought Financial
Florida
$7K +$7K +33 New
MS
624
Mizuho Securities
Japan
$6K +$1.71K +8 +40%
BWA
625
BDO Wealth Advisors
Florida
$6K +$6K +25 New
23 24
25
26 27