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Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$638M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$631M
4
Sands Capital Management
4
Sands Capital Management
Virginia
$652M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$901M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.37B
4
DVC
4
Deer VIII & Co
New York
$576M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
BC
626
Barnett & Company
Tennessee
$64K – – –
CA
627
Clearstead Advisors
Ohio
$61K – – –
KIG
628
Kowal Investment Group
Wisconsin
$56K +$56K +236 New
LWM
629
Liberty Wealth Management
California
$52K +$29.3K +119 +129%
PP
630
PrairieView Partners
Minnesota
$47K – – –
SIM
631
Sonora Investment Management
Arizona
$47K – – –
CB
632
Community Bank
New York
$47K – – –
MWM
633
Mascoma Wealth Management
New Hampshire
$47K +$47K +200 New
PFGIA
634
Patriot Financial Group Insurance Agency
Massachusetts
$43K – – –
GWS
635
Glassman Wealth Services
Virginia
$35K +$19.7K +84 +129%
Koshinski Asset Management
636
Koshinski Asset Management
Illinois
$33.9K +$33.9K +143 New
BFC
637
Bedel Financial Consulting
Indiana
$33K – – –
APP
638
Alpha Paradigm Partners
Illinois
$33K +$33K +140 New
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$31K -$473 -2 -2%
PCH
640
Polar Capital Holdings
United Kingdom
$29.6K +$29.6K +124,841 New
KFS
641
Kelly Financial Services
Massachusetts
$28.5K -$5.55M -23,369 -99%
JFA
642
JNBA Financial Advisors
Minnesota
$25K – – –
CAGAS
643
Capital Advisory Group Advisory Services
Minnesota
$25K – – –
AWM
644
Avior Wealth Management
Nebraska
$24K – – –
SWM
645
Selective Wealth Management
Virginia
$24K – – –
AA
646
Addison Advisors
Vermont
$24K – – –
SBL
647
Sargent Bickham Lagudis
Colorado
$23K – – –
CFB
648
Cullen/Frost Bankers
Texas
$22K – – –
SWA
649
SOA Wealth Advisors
New York
$22K – – –
PAI
650
Pittenger & Anderson Inc
Nebraska
$21K +$700 +3 +3%
24 25
26
27 28