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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $10.8B invested in Okta in 2023 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 214 increasing their positions, 203 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
+52
Holders Change %
+9%
% of All Funds
10.08%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.42%
New
111
Increased
214
Reduced
203
Closed
50
Calls
$583M
Puts
$438M
Net Calls
+$146M
Net Calls Change
-$70M

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$141M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$101M
3
JCAM
Jericho Capital Asset Management
New York
+$80.5M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$61.7M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$60.9M

Top Sellers

1
Point72 Asset Management
Point72 Asset Management
Connecticut
-$96.8M
2
Morgan Stanley
Morgan Stanley
New York
-$70.7M
3
Millennium Management
Millennium Management
New York
-$68.1M
4
First Trust Advisors
First Trust Advisors
Illinois
-$59.2M
5
Voloridge Investment Management
Voloridge Investment Management
Florida
-$58.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
PVH
601
Psagot Value Holdings
Israel
$2K -$107K -1,124 -98%
CAL
602
Capital Advisors Ltd
Ohio
$2K -$16.6K -199 -89%
BC
603
Bartlett & Co
Ohio
$2K – – –
2L
604
25 LLC
Missouri
$1.74K +$1.74K +22 New
IGWM
605
ICA Group Wealth Management
Colorado
$1.73K – – –
PS
606
PayPay Securities
Japan
$1.64K -$604 -7 -27%
FFL
607
Financial Freedom LLC
Ohio
$1.64K – – –
RTL
608
Red Tortoise LLC
Georgia
$1.55K – – –
ADL
609
Asset Dedication LLC
California
$1K – – –
TFA
610
Transamerica Financial Advisors
Florida
$1K – – –
FMP
611
Financial Management Professionals
Texas
$1K – – –
AssetMark Inc
612
AssetMark Inc
California
$949 +$949 +11 New
BCH
613
Berkshire Capital Holdings
California
$862 -$5M -58,060 -100%
WIM
614
WealthPlan Investment Management
Nebraska
$862 +$862 +10 New
PO
615
Private Ocean
California
$776 +$776 +9 New
RI
616
Ridgewood Investments
New Jersey
$690 +$690 +8 New
SIC
617
SJS Investment Consulting
Ohio
$604 +$86 +1 +17%
DI
618
Disciplined Investments
Oklahoma
$517 – – –
HCP
619
Hexagon Capital Partners
Arkansas
$517 +$517 +6 New
FGAM
620
Financial Gravity Asset Management
Texas
$389 +$81 +18 +26%
CSPIA
621
Cary Street Partners Investment Advisory
Virginia
$345 – – –
CWA
622
Carolina Wealth Advisors
South Carolina
$345 +$345 +4 New
MA
623
Montag & Associates
Georgia
$259 – – –
IFAM
624
Institutional & Family Asset Management
Colorado
$259 – – –
TIM
625
Tortoise Investment Management
New York
$172 – – –
23 24
25
26 27