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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EP
651
Edgestream Partners
New Jersey
– -$1.18M -14,419 Closed
TCM
652
Tybourne Capital Management
Hong Kong
– -$945K -11,592 Closed
AIM
653
Aigen Investment Management
New York
– -$923K -11,326 Closed
ISL
654
Ingalls & Snyder LLC
New York
– -$900K -11,037 Closed
YIH
655
Y-Intercept (HK)
Hong Kong
– -$861K -10,565 Closed
KA
656
Kintegral Advisory
New York
– -$829K -10,174 Closed
ONGA
657
O'Neil Global Advisors
California
– -$827K -10,146 Closed
FMLI
658
Fukoku Mutual Life Insurance
Japan
– -$779K -9,561 Closed
HT
659
Headlands Technologies
Illinois
– -$637K -7,811 Closed
AAS
660
Ameritas Advisory Services
Nebraska
– -$625K -7,670 Closed
SSA
661
Schonfeld Strategic Advisors
New York
– -$599K -7,352 Closed
WSC
662
Wellington Shields & Co
New York
– -$599K -7,350 Closed
FRM
663
Fox Run Management
Connecticut
– -$527K -6,461 Closed
Twin Tree Management
664
Twin Tree Management
Texas
– -$517K -6,338 Closed
PCM
665
Prelude Capital Management
New York
– -$517K -6,337 Closed
RP
666
Riverbridge Partners
Minnesota
– -$412K -5,050 Closed
LCS
667
Levin Capital Strategies
New York
– -$408K -5,000 Closed
CF
668
Cantor Fitzgerald
New York
– -$395K -4,840 Closed
ESCM
669
Echo Street Capital Management
New York
– -$380K -4,658 Closed
WDC
670
Woodward Diversified Capital
California
– -$355K -4,360 Closed
SPC
671
Sigma Planning Corp
Michigan
– -$340K -4,177 Closed
WSCM
672
Wellington Shields Capital Management
New York
– -$326K -4,000 Closed
PWM
673
Prosperity Wealth Management
California
– -$311K -3,820 Closed
GCP
674
GSA Capital Partners
United Kingdom
– -$304K -3,724 Closed
GS
675
GTS Securities
New York
– -$297K -3,639 Closed
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