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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
Sands Capital Management
Virginia
$757M
2
WRCM
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
Morgan Stanley
New York
$330M
4
Marshall Wace
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
Federated Hermes
Pennsylvania
$36.7M
3
SCA
Southpoint Capital Advisors
New York
$0
4
DMC
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
676
Sciencast Management
New Jersey
– -$281K -3,447 Closed
AI
677
AdvisorShares Investments
Maryland
– -$269K -3,300 Closed
OQS
678
Occudo Quantitative Strategies
Florida
– -$262K -3,218 Closed
CC
679
Cipher Capital
New York
– -$243K -2,978 Closed
KA
680
Kovack Advisors
Florida
– -$231K -2,829 Closed
AP
681
Adero Partners
California
– -$227K -2,782 Closed
CMF
682
Counterpoint Mutual Funds
California
– -$135K -1,659 Closed
CSPIA
683
Cary Street Partners Investment Advisory
Virginia
– -$98.4K -1,207 Closed
ITFISA
684
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
– -$97.8K -1,200 Closed
RG
685
Richelieu Gestion
France
– -$73K -892 Closed
TAM
686
Tucker Asset Management
Colorado
– -$65.2K -800 Closed
HFM
687
Harvest Fund Management
China
– -$39K -478 Closed
IUHSA
688
Itau Unibanco Holding S.A.
Brazil
– -$31K -380 Closed
HL
689
HeadInvest LLC
Maine
– -$21.3K -264 Closed
RTC
690
Riverview Trust Company
Washington
– -$16.8K -206 Closed
GI
691
Gradient Investments
Minnesota
– -$16.3K -200 Closed
SFCL
692
Strengthening Families & Communities LLC
Massachusetts
– -$13K -161 Closed
CCP
693
Carmel Capital Partners
California
– -$8.15K -100 Closed
PWA
694
Provenance Wealth Advisors
Florida
– -$6.52K -80 Closed
RDIA
695
RE Dickinson Investment Advisors
Iowa
– -$7K -80 Closed
EARNEST Partners
696
EARNEST Partners
Georgia
– -$4.65K -57 Closed
CWP
697
Concord Wealth Partners
Virginia
– -$4.4K -54 Closed
AWA
698
Authentikos Wealth Advisory
California
– -$3.18K -39 Closed
FFL
699
Financial Freedom LLC
Ohio
– -$1.55K -19 Closed
IPW
700
Impact Partnership Wealth
Georgia
– -$652 -8 Closed
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