OKTA icon

Okta
OKTA

Overview Fund Activity

717 hedge funds and large institutions have $25.6B invested in Okta in 2020 Q4 according to their latest regulatory filings, with 165 funds opening new positions, 288 increasing their positions, 155 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
717
Holders Change
+107
Holders Change %
+17.54%
% of All Funds
12.72%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.32%
New
165
Increased
288
Reduced
155
Closed
52
Calls
$971M
Puts
$1.27B
Net Calls
-$294M
Net Calls Change
-$5.84M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$460M
2
BlackRock
BlackRock
New York
$2.42B
3
SCM
Steadfast Capital Management
New York
$155M
4
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$118M
5
Holocene Advisors
Holocene Advisors
New York
$125M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.36B
2
WRCM
Whale Rock Capital Management
Massachusetts
$126M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$754M
4
Fidelity International
Fidelity International
Bermuda
$0
5
Fidelity Investments
Fidelity Investments
Massachusetts
$2.27B
Name Holding Trade Value Shares
Change 		Shares
Change %
LWANC
676
Laurel Wealth Advisors (North Carolina)
North Carolina
$8K – – –
AssetMark Inc
677
AssetMark Inc
California
$8K +$8K +32 New
VAIA
678
Virtus Alternative Investment Advisers
Connecticut
$7K -$6.48K -25 -48%
ABC
679
Associated Banc-Corp
Wisconsin
$7K – – –
ADIM
680
Alpha DNA Investment Management
Maryland
$7K +$7K +31 New
CMBA
681
C.M. Bidwell & Associates
Hawaii
$6K -$2.73K -10 -31%
BWM
682
Baystate Wealth Management
Massachusetts
$6K +$2.35K +9 +64%
AFS
683
Annapolis Financial Services
Maryland
$6K +$6K +22 New
AL
684
ADE LLC
Maryland
$6K +$6K +23 New
PA
685
Perennial Advisors
New York
$6K +$6K +25 New
LAS
686
Lloyd Advisory Services
Georgia
$5K -$278 -1 -5%
CTC
687
Central Trust Company
Missouri
$5K – – –
PMFA
688
Plante Moran Financial Advisors
Michigan
$5K – – –
MS
689
Mizuho Securities
Japan
$5K +$5K +20 New
HI
690
Hudock Inc
Pennsylvania
$4K – – –
FHC
691
First Horizon Corporation
Tennessee
$4K – – –
FMP
692
Financial Management Professionals
Texas
$4K – – –
IF
693
Ironwood Financial
Arizona
$4K – – –
FP
694
Fiduciary Planning
Florida
$4K +$4K +15 New
PWPS
695
Pinnacle Wealth Planning Services
Ohio
$4K +$4K +17 New
KFS
696
Kelly Financial Services
Massachusetts
$3.81K +$3.81K +15 New
TPCW
697
TD Private Client Wealth
New York
$3.05K – – –
TFO
698
Tarbox Family Office
California
$3K – – –
CAL
699
Capital Analysts LLC
Pennsylvania
$3K – – –
M1FG
700
Mach-1 Financial Group
Arkansas
$3K +$3K +12 New
26 27
28
29 30