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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 %
CFA
651
Carroll Financial Associates
North Carolina
$6K -$4.08K -17 -40%
SOW
652
State of Wyoming
Wyoming
$6K -$3.39K -13 -36%
GWMIA
653
Global Wealth Management Investment Advisory
Florida
$6K – – –
BWM
654
Baystate Wealth Management
Massachusetts
$6K – – –
AL
655
ADE LLC
Maryland
$6K – – –
NIM
656
NuWave Investment Management
New Jersey
$6K +$6K +25 New
CMBA
657
C.M. Bidwell & Associates
Hawaii
$5K – – –
PA
658
Perennial Advisors
New York
$5K – – –
AFS
659
Annapolis Financial Services
Maryland
$5K – – –
FHC
660
First Horizon Corporation
Tennessee
$5K +$1.43K +6 +40%
CWP
661
Concord Wealth Partners
Virginia
$5K +$5K +20 New
WWM
662
Wolff Wiese Magana
California
$5K +$5K +22 New
LFG
663
Larson Financial Group
Missouri
$4K -$21.3K -85 -84%
FF
664
FourThought Financial
Florida
$4K -$3.33K -15 -45%
FMP
665
Financial Management Professionals
Texas
$4K – – –
SCA
666
Stonebridge Capital Advisors
Minnesota
$4K – – –
IF
667
Ironwood Financial
Arizona
$4K – – –
WWM
668
Wagner Wealth Management
South Carolina
$4K – – –
HI
669
Hudock Inc
Pennsylvania
$4K – – –
PWMG
670
Prestige Wealth Management Group
New Jersey
$4K +$1.25K +5 +45%
PFBT
671
Parkside Financial Bank & Trust
Missouri
$4K +$1.41K +6 +55%
Nisa Investment Advisors
672
Nisa Investment Advisors
Missouri
$3.61K +$3.13K +12,800 +656%
FEG
673
Financial Enhancement Group
Indiana
$3K -$1.5K -6 -33%
TFO
674
Tarbox Family Office
California
$3K – – –
TPCW
675
TD Private Client Wealth
New York
$2.94K – – –
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