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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
PO
601
Private Ocean
California
$624 – – –
IPW
602
Impact Partnership Wealth
Georgia
$555 +$555 +8 New
VAG
603
VisionPoint Advisory Group
Texas
$416 +$416 +6 New
MA
604
Montag & Associates
Georgia
$209 – – –
IFAM
605
Institutional & Family Asset Management
Colorado
$208 – – –
CA
606
Crewe Advisors
Utah
$139 -$4.52K -65 -97%
TIM
607
Tortoise Investment Management
New York
$139 – – –
TWD
608
True Wealth Design
Ohio
$70 – – –
CTWM
609
Cherry Tree Wealth Management
Minnesota
$70 +$70 +1 New
GFPC
610
Global Financial Private Client
Florida
$69 – – –
Comerica Bank
611
Comerica Bank
Texas
$1 +$1 +781 New
SEP
612
Soma Equity Partners
California
– -$121M -1,400,000 Closed
Holocene Advisors
613
Holocene Advisors
New York
– -$110M -1,276,126 Closed
JCAM
614
Jericho Capital Asset Management
New York
– -$80.5M -934,000 Closed
Lord, Abbett & Co
615
Lord, Abbett & Co
New Jersey
– -$61.7M -715,360 Closed
Point72 Asset Management
616
Point72 Asset Management
Connecticut
– -$46.5M -539,524 Closed
SCA
617
Southpoint Capital Advisors
New York
– -$34.5M -400,000 Closed
TC
618
TwinBeech Capital
New York
– -$23.5M -272,553 Closed
DAM
619
Deepwater Asset Management
Minnesota
– -$10.6M -122,699 Closed
WorldQuant Millennium Advisors
620
WorldQuant Millennium Advisors
New York
– -$8.79M -101,938 Closed
TI
621
Trexquant Investment
Connecticut
– -$8.03M -93,077 Closed
MSV
622
MN Services Vermogensbeheer
Netherlands
– -$6.25M -72,500 Closed
BCPEMI
623
Bain Capital Public Equity Management II
Massachusetts
– -$5.89M -68,276 Closed
ONGA
624
O'Neil Global Advisors
California
– -$4.92M -57,037 Closed
DILIC
625
Dai-ichi Life Insurance Company
Japan
– -$4.7M -54,457 Closed
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