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Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$460M
2
BlackRock
BlackRock
New York
$2.42B
3
SCM
Steadfast Capital Management
New York
$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$118M
5
Holocene Advisors
Holocene Advisors
New York
$125M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.36B
2
WRCM
Whale Rock Capital Management
Massachusetts
$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$754M
4
Fidelity International
Fidelity International
Bermuda
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
626
PrairieView Partners
Minnesota
$51K – – –
SIM
627
Sonora Investment Management
Arizona
$51K +$51K +200 New
ICP
628
Interchange Capital Partners
Pennsylvania
$50K +$50K +200 New
ADL
629
Asset Dedication LLC
California
$47K – – –
FWM
630
Focused Wealth Management
New York
$43K – – –
AWM
631
Avior Wealth Management
Nebraska
$40K – – –
MPWT
632
MassMutual Private Wealth & Trust
Connecticut
$34K -$23.5K -92 -41%
EP
633
Eudaimonia Partners
Tennessee
$34K – – –
AW
634
Avion Wealth
Texas
$32K – – –
SOADOR
635
State of Alaska Department of Revenue
Alaska
$32K +$32K +129 New
PCIA
636
Prime Capital Investment Advisors
Kansas
$31K +$19K +74 +157%
AWA
637
Arkadios Wealth Advisors
Georgia
$29K +$29K +117 New
IAIM
638
International Assets Investment Management
Florida
$28K +$28K +110 New
LFG
639
Larson Financial Group
Missouri
$26K – – –
TI
640
tru Independence
Oregon
$25.4K +$25.4K +103 New
JCM
641
Jacobi Capital Management
Pennsylvania
$25K – – –
BSG
642
Black Swift Group
Colorado
$25K +$25K +100 New
CWC
643
Carolinas Wealth Consulting
North Carolina
$25K +$25K +100 New
AA
644
Addison Advisors
Vermont
$25K +$25K +100 New
BFC
645
Bedel Financial Consulting
Indiana
$23K – – –
Loomis, Sayles & Company
646
Loomis, Sayles & Company
Massachusetts
$23K +$23K +89 New
CCA
647
Childress Capital Advisors
Texas
$23K +$23K +90 New
GI
648
Gradient Investments
Minnesota
$21K – – –
LWM
649
Liberty Wealth Management
California
$21K +$1.33K +5 +7%
PFBT
650
Parkside Financial Bank & Trust
Missouri
$21K +$18.2K +72 +655%
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