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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
651
Elite Wealth Management
Washington
– -$847K -9,827 Closed
Connor, Clark & Lunn Investment Management (CC&L)
652
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$819K -9,491 Closed
FAM
653
Fred Alger Management
New York
– -$800K -9,275 Closed
RL
654
Retireful LLC
Michigan
– -$744K -8,632 Closed
BAMCO Inc
655
BAMCO Inc
New York
– -$721K -8,360 Closed
AAS
656
Ameritas Advisory Services
Nebraska
– -$598K -8,095 Closed
BBA
657
Baader Bank Aktiengesellschaft
Germany
– -$612K -7,130 Closed
WCM
658
Washington Capital Management
Washington
– -$569K -6,600 Closed
AIM
659
Aigen Investment Management
New York
– -$566K -6,563 Closed
CM
660
Castleark Management
Illinois
– -$514K -5,960 Closed
GCP
661
GSA Capital Partners
United Kingdom
– -$502K -5,820 Closed
BFM
662
Boothbay Fund Management
New York
– -$442K -5,129 Closed
IA
663
IAM Advisory
Pennsylvania
– -$442K -5,123 Closed
CC
664
Centiva Capital
New York
– -$414K -4,797 Closed
SGA
665
Seaport Global Advisors
Massachusetts
– -$379K -4,397 Closed
SFS
666
Sowell Financial Services
Arkansas
– -$369K -4,284 Closed
SM
667
Sciencast Management
New Jersey
– -$314K -4,151 Closed
BA
668
Bridgewater Associates
Connecticut
– -$354K -4,101 Closed
AT
669
American Trust
Kentucky
– -$309K -3,581 Closed
BFS
670
Bradley Foster & Sargent
Connecticut
– -$294K -3,410 Closed
EI
671
Ellevest Inc
New York
– -$283K -3,278 Closed
LWM
672
Lyell Wealth Management
California
– -$278K -3,229 Closed
CIC
673
Carnegie Investment Counsel
Ohio
– -$277K -3,217 Closed
TM
674
Tiger Management
New York
– -$267K -3,100 Closed
AWS
675
Atria Wealth Solutions
New York
– -$267K -3,094 Closed
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