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

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.7M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
DMC
4
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
701
Whittier Trust
California
– -$326 -4 Closed
AssetMark Inc
702
AssetMark Inc
California
– -$163 -2 Closed
AP
703
Atwood & Palmer
Missouri
– -$82 -1 Closed
GFPC
704
Global Financial Private Client
Florida
– -$81 -1 Closed
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