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Okta
OKTA

Overview Fund Activity

594 hedge funds and large institutions have $10.3B invested in Okta in 2023 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 198 increasing their positions, 215 reducing their positions, and 88 closing their positions.

Holders
594
Holders Change
-17
Holders Change %
-2.78%
% of All Funds
9.47%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.24%
New
77
Increased
198
Reduced
215
Closed
88
Calls
$651M
Puts
$358M
Net Calls
+$293M
Net Calls Change
+$185M

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$304M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.14B
3
American Century Companies
3
American Century Companies
Missouri
$353M
4
SCA
4
Southpoint Capital Advisors
New York
$68.5M
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$97.2M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$265M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$29.1M
3
SHCM
3
Sachem Head Capital Management
New York
$35M
4
Millennium Management
4
Millennium Management
New York
$35.8M
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$1.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
BF
676
BOK Financial
Oklahoma
– -$971 -14 Closed
WIM
677
WealthPlan Investment Management
Nebraska
– -$694 -10 Closed
DI
678
Disciplined Investments
Oklahoma
– -$694 -10 Closed
PO
679
Private Ocean
California
– -$624 -9 Closed
CA
680
Crewe Advisors
Utah
– -$139 -2 Closed
CTWM
681
Cherry Tree Wealth Management
Minnesota
– -$70 -1 Closed
LOIP
682
Live Oak Investment Partners
Texas
– -$9.5K – –
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