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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
American Century Companies
Missouri
$353M
4
SCA
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$265M
2
WRCM
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
Sachem Head Capital Management
New York
$35M
4
Millennium Management
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFI
651
Siemens Fonds Invest
Germany
– -$201K -2,912 Closed
SOW
652
State of Wyoming
Wyoming
– -$80.2K -1,157 Closed
KI
653
Kapitalo Investimentos
Brazil
– -$47.4K -683 Closed
FA
654
Fiduciary Alliance
South Carolina
– -$46.1K -665 Closed
CAS
655
Coppell Advisory Solutions
Texas
– -$46.3K -658 Closed
AIM
656
Anchor Investment Management
South Carolina
– -$41.6K -600 Closed
DCM
657
Dupont Capital Management
Delaware
– -$39.9K -576 Closed
CLOS
658
Compagnie Lombard Odier SCmA
Switzerland
– -$27.7K -400 Closed
OCM
659
Osterweis Capital Management
California
– -$10.7K -154 Closed
CFO
660
CVA Family Office
Colorado
– -$7.28K -105 Closed
HWA
661
Heritage Wealth Advisors
Virginia
– -$7.21K -104 Closed
IWP
662
IAG Wealth Partners
Wisconsin
– -$6.94K -100 Closed
SWA
663
SOA Wealth Advisors
New York
– -$6.45K -93 Closed
WP
664
WealthPLAN Partners
Nebraska
– -$5.55K -80 Closed
CIM
665
Contravisory Investment Management
Massachusetts
– -$5.2K -75 Closed
EC
666
Elequin Capital
New York
– -$5.06K -73 Closed
FGAM
667
Financial Gravity Asset Management
Texas
– -$10.3K -69 Closed
PAI
668
Pittenger & Anderson Inc
Nebraska
– -$3.47K -50 Closed
NC
669
NewSquare Capital
Pennsylvania
– -$2.36K -34 Closed
BC
670
Bartlett & Co
Ohio
– -$2K -25 Closed
BCWM
671
Bartlett & Co Wealth Management
Ohio
– -$1.73K -25 Closed
IGWM
672
ICA Group Wealth Management
Colorado
– -$1.39K -20 Closed
RTL
673
Red Tortoise LLC
Georgia
– -$1.25K -18 Closed
PMFA
674
Plante Moran Financial Advisors
Michigan
– -$1.04K -15 Closed
2L
675
25 LLC
Missouri
– -$1.1K -15 Closed
24 25 26
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