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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$885M
2
CIP
2
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
3
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
5
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
1
Soma Equity Partners
California
$0
2
Holocene Advisors
2
Holocene Advisors
New York
$0
3
JCAM
3
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
4
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
5
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
676
SteelPeak Wealth
California
– -$264K -3,060 Closed
PAM
677
PVG Asset Management
Colorado
– -$254K -2,940 Closed
NYLIM
678
New York Life Investment Management
New York
– -$253K -2,933 Closed
BP
679
Ballentine Partners
Massachusetts
– -$241K -2,792 Closed
MC
680
Moors & Cabot
Massachusetts
– -$239K -2,777 Closed
AP
681
Adero Partners
California
– -$232K -2,695 Closed
SC
682
Sepio Capital
Utah
– -$232K -2,686 Closed
VWA
683
V Wealth Advisors
Kansas
– -$220K -2,553 Closed
ISWM
684
Independent Solutions Wealth Management
New York
– -$220K -2,551 Closed
MHS
685
M Holdings Securities
Oregon
– -$219K -2,537 Closed
HFM
686
Harvest Fund Management
China
– -$205K -2,382 Closed
KC
687
Knuff & Co
California
– -$137K -2,000 Closed
CMF
688
Counterpoint Mutual Funds
California
– -$108K -1,249 Closed
BWP
689
Baldwin Wealth Partners
Massachusetts
– -$95.7K -1,110 Closed
AS
690
AM Squared
Hong Kong
– -$94.9K -1,100 Closed
DFCM
691
Dark Forest Capital Management
Puerto Rico
– -$93.7K -1,087 Closed
GM
692
GeoWealth Management
Illinois
– -$84K -972 Closed
AWM
693
Accel Wealth Management
Iowa
– -$51.7K -600 Closed
BAM
694
Belpointe Asset Management
Nevada
– -$27.6K -320 Closed
QL
695
Quarry LP
New York
– -$22K -255 Closed
PP
696
Pacifica Partners
Canada
– -$7.57K -95 Closed
AAP
697
Arax Advisory Partners
Colorado
– -$6.38K -74 Closed
KM
698
Kalos Management
Georgia
– -$4.66K -54 Closed
BFPW
699
BOK Financial Private Wealth
Colorado
– -$4.31K -50 Closed
TWA
700
TCI Wealth Advisors
Arizona
– -$3.45K -40 Closed
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