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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 %
BWM
651
Birchcreek Wealth Management
Ohio
$21K +$21K +83 New
BWM
652
BerganKDV Wealth Management
Minnesota
$20K – – –
MAM
653
Meeder Asset Management
Ohio
$19K -$286K -1,100 -94%
ZB
654
Zions Bancorporation
Utah
$19K – – –
WT
655
Whittier Trust
California
$19K – – –
WT
656
Washington Trust
Rhode Island
$18K – – –
TFIPS
657
Towarzystwo Funduszy Inwestycyjnych PZU SA
$15.3K +$15.3K +60 New
PFP
658
Pinnacle Financial Partners
Tennessee
$15K – – –
GWS
659
Glassman Wealth Services
Virginia
$15K +$3.5K +14 +30%
SBL
660
Sargent Bickham Lagudis
Colorado
$14K – – –
EARNEST Partners
661
EARNEST Partners
Georgia
$14K – – –
LWCFA
662
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K +$4K +16 +40%
PAI
663
Pittenger & Anderson Inc
Nebraska
$14K +$10K +40 +250%
TCM
664
Tradewinds Capital Management
Washington
$14K +$14K +56 New
EW
665
Evoke Wealth
California
$13K – – –
Lazard Asset Management
666
Lazard Asset Management
New York
$13K +$4.09K +17 +46%
RCA
667
Ranch Capital Advisors
Florida
$13K +$13K +55 New
SIS
668
Sound Income Strategies
Florida
$11K – – –
EFSCE
669
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.28K +14 +42%
CLOS
670
Compagnie Lombard Odier SCmA
Switzerland
$11K +$11K +45 New
JAM
671
JCIC Asset Management
Ontario, Canada
$10K – – –
ST
672
Smithfield Trust
Pennsylvania
$10K – – –
HFA
673
Hoover Financial Advisors
Pennsylvania
$10K +$10K +40 New
BSSFA
674
Baron Silver Stevens Financial Advisors
Florida
$10K +$10K +41 New
WAS
675
Winch Advisory Services
Wisconsin
$9K – – –
25 26
27
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