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Okta
OKTA

Overview Fund Activity

601 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 238 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
601
Holders Change
-80
Holders Change %
-11.75%
% of All Funds
10.16%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
76
Increased
238
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M

Top Buyers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$374M
2
Citadel Advisors
2
Citadel Advisors
Florida
$173M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$317M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$425M
5
SCM
5
Steadfast Capital Management
New York
$117M

Top Sellers

1
Jennison Associates
1
Jennison Associates
New York
$0
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$43.2M
3
Morgan Stanley
3
Morgan Stanley
New York
$206M
4
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B
5
SM
5
SCGE Management
California
$80.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
YC
676
Yarbrough Capital
Tennessee
– -$250K -1,659 Closed
SLT
677
St Louis Trust
Missouri
– -$247K -1,638 Closed
XT
678
XTX Topco
Cayman Islands
– -$247K -1,636 Closed
AP
679
Appleton Partners
Massachusetts
– -$243K -1,612 Closed
CCM
680
Conway Capital Management
California
– -$242K -1,605 Closed
Janney Montgomery Scott
681
Janney Montgomery Scott
Pennsylvania
– -$236K -1,561 Closed
RFA
682
Resurgent Financial Advisors
Georgia
– -$235K -1,557 Closed
NB
683
Norinchukin Bank
Japan
– -$232K -1,538 Closed
AIM
684
Allen Investment Management
New York
– -$231K -1,533 Closed
WEG
685
World Equity Group
Illinois
– -$231K -1,530 Closed
Fisher Asset Management
686
Fisher Asset Management
Washington
– -$229K -1,515 Closed
GIM
687
Guild Investment Management
California
– -$226K -1,500 Closed
LFM
688
LGT Fund Management
Liechtenstein
– -$223K -1,500 Closed
SG
689
Strid Group
Pennsylvania
– -$225K -1,489 Closed
BAM
690
Belpointe Asset Management
Nevada
– -$220K -1,451 Closed
SBIA
691
Sheaff Brock Investment Advisors
Indiana
– -$218K -1,449 Closed
SCA
692
Spearhead Capital Advisors
Florida
– -$218K -1,447 Closed
AC
693
ASB Consultores
Florida
– -$217K -1,435 Closed
SPC
694
Sigma Planning Corp
Michigan
– -$216K -1,434 Closed
KWM
695
Kingsview Wealth Management
Oregon
– -$215K -1,422 Closed
BCM
696
Brookstone Capital Management
Illinois
– -$206K -1,420 Closed
CI
697
Cigna Investments
Connecticut
– -$214K -1,419 Closed
EFM
698
E Fund Management
China
– -$211K -1,395 Closed
AAP
699
Aristotle Atlantic Partners
Florida
– -$211K -1,395 Closed
SO
700
STRS Ohio
Ohio
– -$207K -1,373 Closed
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28
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