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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
JM
651
Jeneq Management
New York
– -$392K -2,600 Closed
TPA
652
Trivium Point Advisory
Connecticut
– -$383K -2,552 Closed
LCS
653
Levin Capital Strategies
New York
– -$377K -2,500 Closed
FAB
654
First American Bank
Illinois
– -$360K -2,382 Closed
SWP
655
Stratos Wealth Partners
Ohio
– -$352K -2,330 Closed
RJT
656
Raymond James Trust
Florida
– -$349K -2,307 Closed
AC
657
Apogem Capital
New York
– -$347K -2,298 Closed
LA
658
LexAurum Advisors
Kansas
– -$336K -2,228 Closed
MLL
659
Moody Lynn & Lieberson
Massachusetts
– -$326K -2,161 Closed
OWM
660
Opes Wealth Management
California
– -$309K -2,050 Closed
SVCP
661
Silicon Valley Capital Partners
California
– -$303K -2,005 Closed
IRF
662
IBM Retirement Fund
New York
– -$302K -2,001 Closed
TFCP
663
Twin Focus Capital Partners
Massachusetts
– -$302K -2,000 Closed
KJHP
664
K.J. Harrison & Partners
Ontario, Canada
– -$302K -2,000 Closed
SCA
665
Snowden Capital Advisors
New York
– -$287K -1,904 Closed
OTPPB
666
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$284K -1,881 Closed
ET
667
Equitable Trust
Tennessee
– -$266K -1,759 Closed
YCM
668
Yousif Capital Management
Michigan
– -$264K -1,746 Closed
MYLI
669
Meiji Yasuda Life Insurance
Japan
– -$259K -1,718 Closed
SGA
670
Sustainable Growth Advisers
Connecticut
– -$259K -1,715 Closed
MYAM
671
Meiji Yasuda Asset Management
Japan
– -$258K -1,708 Closed
PWS
672
Precision Wealth Strategies
Missouri
– -$258K -1,707 Closed
PWA
673
Providence Wealth Advisors
Illinois
– -$253K -1,700 Closed
VWM
674
Vigilare Wealth Management
Arizona
– -$252K -1,670 Closed
DGI
675
Disciplined Growth Investors
Minnesota
– -$252K -1,667 Closed
25 26
27
28 29