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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
3
American Century Companies
Missouri
$440M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
5
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Invesco
5
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
626
Altshuler Shaham
Israel
$18K +$18K +75 New
GWS
627
Glassman Wealth Services
Virginia
$16K – – –
NSIM
628
North Star Investment Management
Illinois
$16K +$16K +65 New
TFIPS
629
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.7K – – –
CAM
630
Close Asset Management
United Kingdom
$14K – – –
EARNEST Partners
631
EARNEST Partners
Georgia
$14K – – –
RCA
632
Ranch Capital Advisors
Florida
$13K – – –
BCM
633
Bourgeon Capital Management
Connecticut
$12K – – –
JAM
634
JCIC Asset Management
Ontario, Canada
$12K – – –
EW
635
Evoke Wealth
California
$12K – – –
ZB
636
Zions Bancorporation
Utah
$11K – – –
SB
637
Strategic Blueprint
Georgia
$11K +$11K +45 New
ST
638
Smithfield Trust
Pennsylvania
$10K – – –
TCM
639
Tradewinds Capital Management
Washington
$10K – – –
HFA
640
Hoover Financial Advisors
Pennsylvania
$10K – – –
LPWM
641
Lake Point Wealth Management
Texas
$9K +$9K +38 New
FRA
642
Front Row Advisors
California
$9K +$9K +40 New
JWA
643
JFS Wealth Advisors
Pennsylvania
$8K – – –
PGWM
644
Parisi Gray Wealth Management
New Jersey
$8K +$8K +32 New
SIS
645
Sound Income Strategies
Florida
$7K -$2.8K -12 -29%
LWANC
646
Laurel Wealth Advisors (North Carolina)
North Carolina
$7K – – –
Credit Agricole
647
Credit Agricole
France
$7K – – –
DAM
648
Delta Asset Management
Tennessee
$7K – – –
MS
649
Mizuho Securities
Japan
$7K – – –
RFA
650
Reilly Financial Advisors
California
$7K +$7K +29 New
24 25
26
27 28