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Okta
OKTA

Overview Fund Activity

728 hedge funds and large institutions have $27.3B invested in Okta in 2021 Q3 according to their latest regulatory filings, with 100 funds opening new positions, 283 increasing their positions, 194 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
728
Holders Change
+31
Holders Change %
+4.45%
% of All Funds
12.79%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.4%
New
100
Increased
283
Reduced
194
Closed
62
Calls
$2.36B
Puts
$1.59B
Net Calls
+$770M
Net Calls Change
+$311M

Top Buyers

1
Jennison Associates
1
Jennison Associates
New York
$1.02B
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$638M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$631M
4
Sands Capital Management
4
Sands Capital Management
Virginia
$652M
5
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$205M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$1.28B
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$901M
3
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$2.37B
4
DVC
4
Deer VIII & Co
New York
$576M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$92.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Capital
701
Walleye Capital
New York
$2.88K +$2.88K +12,137 New
TPCW
702
TD Private Client Wealth
New York
$2.85K – – –
TFM
703
TFC Financial Management
Massachusetts
$2K – – –
TLFA
704
True Link Financial Advisors
California
$2K – – –
BCH
705
Berkshire Capital Holdings
California
$2K – – –
CAM
706
ClariVest Asset Management
California
$2K – – –
LF
707
Lee Financial
Texas
$2K – – –
JWM
708
Janiczek Wealth Management
Colorado
$2K – – –
HFS
709
Horizon Financial Services
North Carolina
$2K – – –
PA
710
PSI Advisors
Florida
$2K +$2K +10 New
EFSCE
711
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$15.8K -79 -94%
CA
712
Crewe Advisors
Utah
$1K – – –
BC
713
Burleson & Co
California
$1K – – –
IFAM
714
Institutional & Family Asset Management
Colorado
$1K – – –
AWM
715
Atticus Wealth Management
Florida
$1K +$1K +3 New
FMII
716
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +4 New
NOI
717
Newton One Investments
Delaware
$1K +$1K +6 New
RTL
718
Red Tortoise LLC
Georgia
$1K +$1K +18 New
FP
719
Financial Perspectives
Minnesota
$949 +$949 +4 New
Nisa Investment Advisors
720
Nisa Investment Advisors
Missouri
$320 -$3.18K -13,400 -91%
GFPC
721
Global Financial Private Client
Florida
$238 – – –
LIA
722
LBMC Investment Advisors
Tennessee
$237 – – –
BBHC
723
Brown Brothers Harriman & Co
New York
$103 – – –
SI
724
Salesforce Inc
California
– -$107M -438,082 Closed
LSCM
725
Light Street Capital Management
California
– -$42.6M -174,030 Closed
27 28
29
30 31