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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
601
Patriot Financial Group Insurance Agency
Massachusetts
$44K -$957K -3,917 -96%
FWM
602
Focused Wealth Management
New York
$43K +$1.7K +7 +4%
SFSIG
603
San Francisco Sentry Investment Group
California
$42K +$8.4K +35 +25%
BU
604
BBVA USA
Alabama
$38K +$38K +155 New
BFC
605
Bedel Financial Consulting
Indiana
$34K +$4.89K +20 +17%
MPWT
606
MassMutual Private Wealth & Trust
Connecticut
$33K – – –
Loomis, Sayles & Company
607
Loomis, Sayles & Company
Massachusetts
$28K -$133K -553 -83%
CAGAS
608
Capital Advisory Group Advisory Services
Minnesota
$26K -$6.56K -27 -20%
JFA
609
JNBA Financial Advisors
Minnesota
$26K +$26K +105 New
AWM
610
Avior Wealth Management
Nebraska
$25K – – –
GI
611
Gradient Investments
Minnesota
$24K – – –
SWM
612
Selective Wealth Management
Virginia
$24K +$24K +100 New
AA
613
Addison Advisors
Vermont
$24K +$24K +100 New
LWM
614
Liberty Wealth Management
California
$23K +$3.25K +13 +16%
SBL
615
Sargent Bickham Lagudis
Colorado
$23K +$9.34K +39 +68%
CFB
616
Cullen/Frost Bankers
Texas
$23K +$23K +93 New
SWA
617
SOA Wealth Advisors
New York
$22K – – –
PAI
618
Pittenger & Anderson Inc
Nebraska
$21K +$7K +29 +50%
EFSCE
619
Enterprise Financial Services Corp (EFSC)
Missouri
$20K +$1.19K +5 +6%
BWM
620
BerganKDV Wealth Management
Minnesota
$19K – – –
LWCFA
621
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K +$19K +78 New
WT
622
Washington Trust
Rhode Island
$18K – – –
AW
623
Avion Wealth
Texas
$18K – – –
WT
624
Whittier Trust
California
$18K – – –
MAM
625
Meeder Asset Management
Ohio
$18K +$243 +1 +1%
23 24
25
26 27