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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 %
AIG
651
American International Group
New York
$2.25K -$99 -450 -4%
BCH
652
Berkshire Capital Holdings
California
$2K -$29.8M -148,870 -100%
CAM
653
ClariVest Asset Management
California
$2K – – –
SFO
654
Standard Family Office
South Dakota
$2K +$444 +2 +29%
WCM
655
Wealthcare Capital Management
Virginia
$2K +$2K +8 New
GRP
656
Global Retirement Partners
California
$2K +$2K +10 New
HFS
657
Horizon Financial Services
North Carolina
$2K +$2K +10 New
TFM
658
TFC Financial Management
Massachusetts
$2K +$2K +10 New
PWMG
659
Prestige Wealth Management Group
New Jersey
$2K +$2K +11 New
CA
660
Crewe Advisors
Utah
$1K – – –
IFAM
661
Institutional & Family Asset Management
Colorado
$1K +$1K +3 New
CCM
662
Covington Capital Management
California
$1K +$1K +3 New
BC
663
Burleson & Co
California
$1K +$1K +3 New
AF
664
Allworth Financial
California
$1K +$1K +5 New
BCWM
665
Bartlett & Co Wealth Management
Ohio
$441 – – –
Nisa Investment Advisors
666
Nisa Investment Advisors
Missouri
$430 – – –
GFPC
667
Global Financial Private Client
Florida
$230 – – –
MIH
668
Meitav Investment House
Israel
$220 – – –
BBHC
669
Brown Brothers Harriman & Co
New York
$96 +$15 +67 +18%
WRCM
670
Whale Rock Capital Management
Massachusetts
– -$126M -495,193 Closed
Holocene Advisors
671
Holocene Advisors
New York
– -$125M -492,782 Closed
AIM
672
ARK Investment Management
Florida
– -$46.5M -182,849 Closed
NAMA
673
Nikko Asset Management Americas
New York
– -$37.5M -147,365 Closed
Marshall Wace
674
Marshall Wace
United Kingdom
– -$25.8M -101,616 Closed
Qube Research & Technologies (QRT)
675
Qube Research & Technologies (QRT)
United Kingdom
– -$21.2M -83,205 Closed
25 26
27
28 29