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Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$638M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$631M
4
Sands Capital Management
4
Sands Capital Management
Virginia
$652M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$901M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.37B
4
DVC
4
Deer VIII & Co
New York
$576M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWA
601
Sutton Wealth Advisors
Florida
$158K – – –
TCWM
602
Total Clarity Wealth Management
Illinois
$156K +$156K +656 New
FDCDDQ
603
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K -$140K -589 -47%
AAP
604
Arax Advisory Partners
Colorado
$142K – – –
FHA
605
First Horizon Advisors
Tennessee
$137K +$1.18K +5 +0.9%
LC
606
Lindbrook Capital
California
$134K +$3.81K +16 +3%
RE
607
RBC Europe
United Kingdom
$129K – – –
VC
608
Vestor Capital
Illinois
$121K – – –
PCG
609
Private Capital Group
Connecticut
$120K -$473 -2 -0.4%
AIM
610
Arcadia Investment Management
Michigan
$119K – – –
RCA
611
Ranch Capital Advisors
Florida
$118K +$105K +443 +805%
GWSG
612
GPS Wealth Strategies Group
Colorado
$112K – – –
HFM
613
Harvest Fund Management
China
$111K +$34.4K +145 +45%
PCM
614
Penserra Capital Management
California
$104K +$9.48K +40 +10%
AWM
615
Accel Wealth Management
Iowa
$91K +$7.56K +32 +9%
TFGT
616
TS Financial Group (TSFG)
Illinois
$87K +$4.02K +17 +5%
Fifth Third Bancorp
617
Fifth Third Bancorp
Ohio
$86K +$1.9K +8 +2%
QT
618
Quantbot Technologies
New York
$83K -$1.85M -7,823 -96%
ADL
619
Asset Dedication LLC
California
$81K +$12K +50 +17%
LAS
620
Lloyd Advisory Services
Georgia
$80K +$33.5K +141 +72%
Bank Julius Baer & Co
621
Bank Julius Baer & Co
Switzerland
$76K -$236 -1 -0.3%
GEA
622
Glen Eagle Advisors
New Jersey
$75.9K – – –
MAM
623
McCarthy Asset Management
California
$71K – – –
HIA
624
Harbor Investment Advisory
Maryland
$71K +$11.8K +50 +20%
FWM
625
Focused Wealth Management
New York
$71K +$29K +122 +69%
23 24
25
26 27