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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.09B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
4
SEP
Soma Equity Partners
California
$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$47.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
$363M
3
Jennison Associates
Jennison Associates
New York
$272M
4
AM
Atreides Management
Massachusetts
$0
5
Holocene Advisors
Holocene Advisors
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
651
Wolff Wiese Magana
California
$3K – – –
PFBT
652
Parkside Financial Bank & Trust
Missouri
$3K +$158 +1 +6%
EWA
653
EverSource Wealth Advisors
Alabama
$3K +$955 +7 +47%
LFG
654
Larson Financial Group
Missouri
$2K -$500 -4 -20%
PWMG
655
Prestige Wealth Management Group
New Jersey
$2K – – –
FEG
656
Financial Enhancement Group
Indiana
$2K – – –
PA
657
PSI Advisors
Florida
$2K – – –
TFO
658
Tarbox Family Office
California
$2K – – –
FMP
659
Financial Management Professionals
Texas
$2K – – –
BCH
660
Berkshire Capital Holdings
California
$2K – – –
TAM
661
Tucker Asset Management
Colorado
$1.51K +$1.51K +10 New
LF
662
Lee Financial
Texas
$1K – – –
CAM
663
ClariVest Asset Management
California
$1K – – –
SC
664
Schubert & Co
Texas
$1K +$333 +2 +50%
IUHSA
665
Itau Unibanco Holding S.A.
Brazil
$1K +$1K +4 New
CI
666
Cordant Inc
Oregon
$1K +$1K +5 New
DI
667
Disciplined Investments
Oklahoma
$1K +$1K +5 New
TFA
668
Toth Financial Advisory
Virginia
$1K +$1K +5 New
TH
669
TCTC Holdings
Texas
$1K +$1K +6 New
PCA
670
Providence Capital Advisors
North Carolina
$1K +$1K +9 New
FP
671
Financial Perspectives
Minnesota
$604 – – –
FGAM
672
Financial Gravity Asset Management
Texas
$277 -$185 -808 -40%
GFPC
673
Global Financial Private Client
Florida
$149 – – –
AM
674
Atreides Management
Massachusetts
– -$175M -779,392 Closed
AAM
675
Ardevora Asset Management
United Kingdom
– -$75.5M -336,700 Closed
25 26
27
28 29