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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
601
ClariVest Asset Management
California
$815 -$2.81K -31 -78%
FWM
602
Focused Wealth Management
New York
$815 – – –
LF
603
Lee Financial
Texas
$725 -$1.45K -16 -67%
JFGIW
604
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$363 +$363 +4 New
AAP
605
Arax Advisory Partners
Colorado
$363 +$363 +4 New
BWM
606
Baystate Wealth Management
Massachusetts
$317 +$211 +2 +200%
MA
607
Montag & Associates
Georgia
$272 – – –
IFAM
608
Institutional & Family Asset Management
Colorado
$272 – – –
CPG
609
Cornerstone Planning Group
New Jersey
$272 – – –
VL
610
Vima LLC
Michigan
$271 +$271 +3 New
TIM
611
Tortoise Investment Management
New York
$181 – – –
TWD
612
True Wealth Design
Ohio
$91 – – –
LFG
613
Larson Financial Group
Missouri
$91 +$91 +1 New
MCM
614
MV Capital Management
Maryland
$91 +$91 +1 New
DWM
615
Dogwood Wealth Management
Kansas
$2 – – –
SCA
616
Southpoint Capital Advisors
New York
– -$68.5M -840,558 Closed
Jacobs Levy Equity Management
617
Jacobs Levy Equity Management
New Jersey
– -$57.8M -709,627 Closed
Voloridge Investment Management
618
Voloridge Investment Management
Florida
– -$26.5M -325,175 Closed
TC
619
TwinBeech Capital
New York
– -$23.8M -291,844 Closed
AIM
620
Artemis Investment Management
United Kingdom
– -$18.8M -230,190 Closed
Fidelity International
621
Fidelity International
Bermuda
– -$18.7M -229,097 Closed
NC
622
NZS Capital
Colorado
– -$18.7M -228,876 Closed
VMPIC
623
Varma Mutual Pension Insurance Co
Finland
– -$16.1M -197,085 Closed
DIGDR
624
Dynamo Internacional Gestao de Recursos
Brazil
– -$15M -184,317 Closed
SFI
625
Susquehanna Fundamental Investments
Pennsylvania
– -$13.6M -166,868 Closed
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25
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