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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
626
Walleye Capital
New York
– -$4.46M -51,745 Closed
Adage Capital Partners
627
Adage Capital Partners
Massachusetts
– -$4.31M -50,000 Closed
ECM
628
Engle Capital Management
Connecticut
– -$4.23M -49,000 Closed
BCM
629
Bayesian Capital Management
New York
– -$4.09M -47,374 Closed
Verition Fund Management
630
Verition Fund Management
Connecticut
– -$3.89M -45,107 Closed
WEG
631
World Equity Group
Illinois
– -$564K -43,437 Closed
PI
632
Putnam Investments
Massachusetts
– -$3.31M -38,386 Closed
CIBC Private Wealth Group
633
CIBC Private Wealth Group
Georgia
– -$2.39M -37,554 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
634
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.93M -34,010 Closed
GAM
635
Gotham Asset Management
New York
– -$2.63M -30,456 Closed
CSS
636
Cubist Systematic Strategies
Connecticut
– -$2.39M -27,659 Closed
CCM
637
Cinctive Capital Management
New York
– -$2.21M -25,683 Closed
TRSOTSOK
638
Teachers Retirement System of the State of Kentucky
Kentucky
– -$2.07M -24,000 Closed
PMEF
639
Point72 Middle East FZE
United Arab Emirates
– -$1.99M -23,039 Closed
PCM
640
Portolan Capital Management
Massachusetts
– -$1.95M -22,662 Closed
ACM
641
Alight Capital Management
New York
– -$1.72M -20,000 Closed
LP
642
LMR Partners
United Kingdom
– -$1.64M -19,000 Closed
CPC
643
Cookson Peirce & Co
Pennsylvania
– -$1.54M -17,809 Closed
AAP
644
Ardsley Advisory Partners
Connecticut
– -$1.34M -15,500 Closed
Baird Financial Group
645
Baird Financial Group
Wisconsin
– -$1.32M -15,347 Closed
CM
646
Crestline Management
Texas
– -$1.16M -13,471 Closed
YIH
647
Y-Intercept (HK)
Hong Kong
– -$1.06M -12,344 Closed
NFG
648
Nations Financial Group
Iowa
– -$1.03M -12,000 Closed
GEM
649
Global Endowment Management
North Carolina
– -$947K -10,985 Closed
BCPE
650
Bain Capital Public Equity
Massachusetts
– -$931K -10,798 Closed
24 25
26
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