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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 %
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$19K – – –
AW
652
Avion Wealth
Texas
$18K – – –
WT
653
Whittier Trust
California
$18K – – –
SOW
654
State of Wyoming
Wyoming
$18K +$12.4K +51 +222%
Loomis, Sayles & Company
655
Loomis, Sayles & Company
Massachusetts
$17K -$11.2K -46 -40%
WT
656
Washington Trust
Rhode Island
$17K – – –
JWA
657
JFS Wealth Advisors
Pennsylvania
$16K +$8.47K +36 +113%
NSIM
658
North Star Investment Management
Illinois
$15K – – –
TFIPS
659
Towarzystwo Funduszy Inwestycyjnych PZU SA
$14.2K – – –
EARNEST Partners
660
EARNEST Partners
Georgia
$14K – – –
AF
661
Allworth Financial
California
$14K +$12.8K +55 +1,100%
BIA
662
Bell Investment Advisors
California
$14K +$14K +58 New
TG
663
TCW Group
California
$13.4K – – –
CAM
664
Close Asset Management
United Kingdom
$13K – – –
EW
665
Evoke Wealth
California
$12K – – –
BCM
666
Bourgeon Capital Management
Connecticut
$12K – – –
ZB
667
Zions Bancorporation
Utah
$11K – – –
PWA
668
Phoenix Wealth Advisors
North Carolina
$10K +$7.56K +31 +310%
JAM
669
JCIC Asset Management
Ontario, Canada
$9K – – –
TCM
670
Tradewinds Capital Management
Washington
$9K – – –
FRA
671
Front Row Advisors
California
$9K – – –
LPWM
672
Lake Point Wealth Management
Texas
$9K – – –
TWA
673
TCI Wealth Advisors
Arizona
$9K +$9K +37 New
GRP
674
Global Retirement Partners
California
$9K +$9K +40 New
ST
675
Smithfield Trust
Pennsylvania
$8K – – –
25 26
27
28 29