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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.09B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
4
SEP
Soma Equity Partners
California
$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$47.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
$363M
3
Jennison Associates
Jennison Associates
New York
$272M
4
AM
Atreides Management
Massachusetts
$0
5
Holocene Advisors
Holocene Advisors
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
RA
601
Rise Advisors
New York
$16K – – –
CAGAS
602
Capital Advisory Group Advisory Services
Minnesota
$16K +$16K +107 New
C
603
Covestor
United Kingdom
$15K -$28K -181 -65%
SWM
604
Selective Wealth Management
Virginia
$15K – – –
RTC
605
Riverview Trust Company
Washington
$15K +$15K +99 New
CTC
606
Central Trust Company
Missouri
$15K +$15K +100 New
SWA
607
SOA Wealth Advisors
New York
$14K – – –
SOW
608
State of Wyoming
Wyoming
$14K +$4.38K +30 +45%
BFC
609
Bedel Financial Consulting
Indiana
$13K -$3.65K -25 -22%
SBL
610
Sargent Bickham Lagudis
Colorado
$13K – – –
CAM
611
Close Asset Management
United Kingdom
$13K – – –
TPCW
612
TD Private Client Wealth
New York
$13K +$13K +86 New
RDIA
613
RE Dickinson Investment Advisors
Iowa
$12K – – –
MAM
614
Meeder Asset Management
Ohio
$11K -$2.79K -18 -20%
WT
615
Washington Trust
Rhode Island
$11K – – –
AW
616
Avion Wealth
Texas
$11K – – –
EARNEST Partners
617
EARNEST Partners
Georgia
$9K – – –
HFS
618
Hantz Financial Services
Michigan
$9K +$9K +59 New
FHA
619
First Horizon Advisors
Tennessee
$8K -$77.6K -495 -91%
BCM
620
Bourgeon Capital Management
Connecticut
$8K – – –
EW
621
Evoke Wealth
California
$8K – – –
TWA
622
TCI Wealth Advisors
Arizona
$8K +$6.79K +45 +563%
CA
623
Clearstead Advisors
Ohio
$7K -$4.2K -27 -38%
FF
624
FourThought Financial
Florida
$7K -$1.75K -11 -20%
AWM
625
Avior Wealth Management
Nebraska
$6K -$9.07K -65 -60%
23 24
25
26 27