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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWMIA
626
Global Wealth Management Investment Advisory
Florida
$6K +$6K +25 New
Credit Agricole
627
Credit Agricole
France
$6K +$6K +27 New
PA
628
Perennial Advisors
New York
$5K -$682 -3 -12%
BWM
629
Baystate Wealth Management
Massachusetts
$5K – – –
AFS
630
Annapolis Financial Services
Maryland
$5K – – –
AL
631
ADE LLC
Maryland
$5K – – –
CMBA
632
C.M. Bidwell & Associates
Hawaii
$5K – – –
MWP
633
Meridian Wealth Partners
Pennsylvania
$5K +$5K +25 New
PMFA
634
Plante Moran Financial Advisors
Michigan
$4K – – –
HI
635
Hudock Inc
Pennsylvania
$4K – – –
FMP
636
Financial Management Professionals
Texas
$4K – – –
JWM
637
Janiczek Wealth Management
Colorado
$4K +$3K +15 +300%
WWM
638
Wagner Wealth Management
South Carolina
$4K +$4K +16 New
FEG
639
Financial Enhancement Group
Indiana
$4K +$4K +18 New
SCA
640
Stonebridge Capital Advisors
Minnesota
$4K +$4K +20 New
KFS
641
Kelly Financial Services
Massachusetts
$3.31K – – –
PFBT
642
Parkside Financial Bank & Trust
Missouri
$3K -$19.6K -72 -87%
FHC
643
First Horizon Corporation
Tennessee
$3K -$800 -4 -21%
FP
644
Fiduciary Planning
Florida
$3K – – –
TFO
645
Tarbox Family Office
California
$3K – – –
IF
646
Ironwood Financial
Arizona
$3K – – –
T2I
647
Turim 21 Investimentos
Brazil
$3K +$3K +13 New
TWA
648
TCI Wealth Advisors
Arizona
$3K +$3K +15 New
TPCW
649
TD Private Client Wealth
New York
$2.65K – – –
EWM
650
Elite Wealth Management
Washington
$2.31K +$406 +1,844 +21%
24 25
26
27 28