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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 %
GHAM
701
Gilman Hill Asset Management
Connecticut
– -$204K -1,350 Closed
HBT
702
Hills Bank & Trust
Iowa
– -$199K -1,317 Closed
JCM
703
Jag Capital Management
Missouri
– -$287K -1,300 Closed
BAMF
704
BI Asset Management Fondsmaeglerselskab
Denmark
– -$170K -1,129 Closed
PAM
705
Paradigm Asset Management
New York
– -$136K -900 Closed
CA
706
Claro Advisors
Massachusetts
– -$201K -895 Closed
SFO
707
Standard Family Office
South Dakota
– -$118K -782 Closed
SSG
708
Summit Securities Group
New York
– -$92K -609 Closed
FFWM
709
Future Financial Wealth Management
Ohio
– -$76K -501 Closed
LAS
710
Lloyd Advisory Services
Georgia
– -$72K -479 Closed
SCA
711
Sandy Cove Advisors
Massachusetts
– -$55K -362 Closed
VC
712
Vestor Capital
Illinois
– -$51K -340 Closed
MAM
713
McCarthy Asset Management
California
– -$45K -300 Closed
GAM
714
Gemmer Asset Management
California
– -$40K -269 Closed
ADL
715
Asset Dedication LLC
California
– -$37K -245 Closed
FAG
716
Fortitude Advisory Group
Washington
– -$30K -204 Closed
PP
717
PrairieView Partners
Minnesota
– -$30K -200 Closed
KFP
718
KB Financial Partners
New Jersey
– -$29K -189 Closed
HFM
719
Harvest Fund Management
China
– -$23K -154 Closed
Koshinski Asset Management
720
Koshinski Asset Management
Illinois
– -$23.2K -154 Closed
APP
721
Alpha Paradigm Partners
Illinois
– -$21K -140 Closed
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
– -$21K -140 Closed
T
723
TCWP
Ohio
– -$20K -137 Closed
FCA
724
FinTrust Capital Advisors
South Carolina
– -$17K -110 Closed
CAGAS
725
Capital Advisory Group Advisory Services
Minnesota
– -$16K -107 Closed
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