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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
American Century Companies
Missouri
$440M
4
WRCM
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
Artisan Partners
Wisconsin
$0
5
Invesco
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
676
Elite Wealth Management
Washington
$2.71K +$150 +613 +6%
AIG
677
American International Group
New York
$2.56K +$64 +263 +3%
JWM
678
Janiczek Wealth Management
Colorado
$2K -$3K -12 -60%
BCH
679
Berkshire Capital Holdings
California
$2K – – –
CAM
680
ClariVest Asset Management
California
$2K – – –
HFS
681
Horizon Financial Services
North Carolina
$2K – – –
TFM
682
TFC Financial Management
Massachusetts
$2K – – –
LF
683
Lee Financial
Texas
$2K +$2K +7 New
TLFA
684
True Link Financial Advisors
California
$2K +$2K +8 New
PWA
685
Phoenix Wealth Advisors
North Carolina
$2K +$2K +10 New
BC
686
Burleson & Co
California
$1K – – –
CA
687
Crewe Advisors
Utah
$1K – – –
AF
688
Allworth Financial
California
$1K – – –
IFAM
689
Institutional & Family Asset Management
Colorado
$1K – – –
MF
690
Magnetar Financial
Illinois
$501 +$501 +2,048 New
BCWM
691
Bartlett & Co Wealth Management
Ohio
$489 – – –
AIA
692
Arcadia Investment Advisors
Idaho
$489 +$489 +2 New
GFPC
693
Global Financial Private Client
Florida
$241 – – –
BBHC
694
Brown Brothers Harriman & Co
New York
$106 – – –
Artisan Partners
695
Artisan Partners
Wisconsin
– -$103M -466,533 Closed
Coatue Management
696
Coatue Management
New York
– -$45.2M -205,053 Closed
EAM
697
Eventide Asset Management
Massachusetts
– -$23.8M -108,000 Closed
LAM
698
LifePro Asset Management
California
– -$15.8M -71,736 Closed
QC
699
Quadrature Capital
United Kingdom
– -$12.5M -56,512 Closed
Federated Hermes
700
Federated Hermes
Pennsylvania
– -$12.2M -55,432 Closed
26 27
28
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