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Okta
OKTA

Overview Fund Activity

673 hedge funds and large institutions have $22.4B invested in Okta in 2021 Q1 according to their latest regulatory filings, with 85 funds opening new positions, 247 increasing their positions, 227 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
673
Holders Change
-44
Holders Change %
-6.14%
% of All Funds
11.85%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.26%
New
85
Increased
247
Reduced
227
Closed
117
Calls
$519M
Puts
$783M
Net Calls
-$263M
Net Calls Change
+$30.6M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$1.15B
2
Morgan Stanley
Morgan Stanley
New York
+$264M
3
BlackRock
BlackRock
New York
+$174M
4
Jennison Associates
Jennison Associates
New York
+$140M
5
Capital International Investors
Capital International Investors
California
+$107M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$304M
2
WRCM
Whale Rock Capital Management
Massachusetts
-$126M
3
Holocene Advisors
Holocene Advisors
New York
-$125M
4
Alkeon Capital Management
Alkeon Capital Management
New York
-$104M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
-$102M
Name Holding Trade Value Shares
Change 		Shares
Change %
AR
726
Advisory Research
Illinois
– -$349K -1,371 Closed
GIA
727
Gladstone Institutional Advisory
Florida
– -$338K -1,330 Closed
FI
728
FormulaFolio Investments
Michigan
– -$337K -1,325 Closed
RCAG
729
Rehmann Capital Advisory Group
Michigan
– -$553K -1,304 Closed
XS
730
XR Securities
Illinois
– -$330K -1,296 Closed
TA
731
Trivest Advisors
Hong Kong
– -$305K -1,200 Closed
Walleye Capital
732
Walleye Capital
New York
– -$292 -1,147 Closed
BFM
733
Boothbay Fund Management
New York
– -$279K -1,097 Closed
PRC
734
Pearl River Capital
Michigan
– -$277K -1,089 Closed
KPW
735
Kore Private Wealth
New York
– -$276K -1,086 Closed
FRM
736
Fox Run Management
Connecticut
– -$255K -1,002 Closed
FFA
737
First Foundation Advisors
California
– -$248K -974 Closed
B
738
Bridgeworth
Alabama
– -$235K -926 Closed
BWCS
739
Beirne Wealth Consulting Services
Connecticut
– -$232K -914 Closed
CPA
740
Clear Perspective Advisors
Illinois
– -$229K -901 Closed
Lido Advisors
741
Lido Advisors
California
– -$229K -901 Closed
MAM
742
Morse Asset Management
Connecticut
– -$229K -900 Closed
JF
743
Jump Financial
Illinois
– -$226K -887 Closed
LFAS
744
Level Four Advisory Services
Texas
– -$219K -861 Closed
MA
745
Mutual Advisors
Nebraska
– -$217K -852 Closed
CC
746
Cadinha & Co
Hawaii
– -$214K -840 Closed
GHAM
747
Gilman Hill Asset Management
Connecticut
– -$210K -825 Closed
QC
748
QCM Cayman
Texas
– -$210K -825 Closed
CGH
749
Crossmark Global Holdings
Texas
– -$204K -801 Closed
RA
750
RFG Advisory
Alabama
– -$202K -800 Closed
28 29
30
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