OKTA icon

Okta
OKTA

Overview Fund Activity

567 hedge funds and large institutions have $6.76B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 240 increasing their positions, 154 reducing their positions, and 107 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
567
Holders Change
-34
Holders Change %
-5.66%
% of All Funds
9.8%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
240
Reduced
154
Closed
107
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$501M
2
Two Sigma Investments
Two Sigma Investments
New York
$95.2M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$90.1M
4
Fidelity International
Fidelity International
Bermuda
$66.8M
5
VOYA Investment Management
VOYA Investment Management
Georgia
$58.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$5.68M
2
Allianz Asset Management
Allianz Asset Management
Germany
$804K
3
Franklin Resources
Franklin Resources
California
$477K
4
SEP
Soma Equity Partners
California
$0
5
BlackRock
BlackRock
New York
$567M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFO
601
Boston Family Office
Massachusetts
– -$535K -5,918 Closed
BFS
602
Bradley Foster & Sargent
Connecticut
– -$533K -5,893 Closed
SFP
603
Shepherd Financial Partners
Massachusetts
– -$529K -5,857 Closed
CWA
604
Canvas Wealth Advisors
Kansas
– -$511K -5,653 Closed
Wealthfront Advisers
605
Wealthfront Advisers
California
– -$508K -5,623 Closed
DIM
606
DC Investments Management
Virginia
– -$505K -5,590 Closed
GSC
607
Ground Swell Capital
South Carolina
– -$485K -5,367 Closed
ARG
608
Advisory Resource Group
Oklahoma
– -$472K -5,222 Closed
GIM
609
Growth Interface Management
Florida
– -$452K -5,000 Closed
LIP
610
Liontrust Investment Partners
United Kingdom
– -$452K -5,000 Closed
AT
611
American Trust
Kentucky
– -$433K -4,792 Closed
PAS
612
Park Avenue Securities
New York
– -$407K -4,500 Closed
CC
613
Centiva Capital
New York
– -$393K -4,348 Closed
LIM
614
Leavell Investment Management
Alabama
– -$359K -3,975 Closed
WAM
615
Weatherly Asset Management
California
– -$358K -3,961 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
616
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$352K -3,890 Closed
YIH
617
Y-Intercept (HK)
Hong Kong
– -$345K -3,819 Closed
SC
618
Sepio Capital
Utah
– -$341K -3,777 Closed
WPW
619
Waldron Private Wealth
Pennsylvania
– -$323K -3,574 Closed
RWI
620
Red Wave Investments
Pennsylvania
– -$313K -3,466 Closed
SW
621
SteelPeak Wealth
California
– -$289K -3,200 Closed
AWS
622
Atria Wealth Solutions
New York
– -$288K -3,183 Closed
PP
623
PDT Partners
New York
– -$284K -3,142 Closed
MHS
624
M Holdings Securities
Oregon
– -$282K -3,123 Closed
CIBC World Market
625
CIBC World Market
Ontario, Canada
– -$282K -3,119 Closed
23 24
25
26 27