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Okta
OKTA

Overview Fund Activity

751 hedge funds and large institutions have $26.7B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 296 increasing their positions, 206 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+23
Holders Change %
+3.16%
% of All Funds
11.6%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
130
Increased
296
Reduced
206
Closed
94
Calls
$1.84B
Puts
$1.78B
Net Calls
+$60M
Net Calls Change
-$710M

Top Buyers

1
BlackRock
BlackRock
New York
$2.76B
2
Allianz Asset Management
Allianz Asset Management
Germany
$835M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.44B
4
AM
Atreides Management
Massachusetts
$175M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.97B

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$877M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$534M
3
Jennison Associates
Jennison Associates
New York
$669M
4
WRCM
Whale Rock Capital Management
Massachusetts
$52.2M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LF
726
Lee Financial
Texas
$2K – – –
TFM
727
TFC Financial Management
Massachusetts
$2K – – –
BCH
728
Berkshire Capital Holdings
California
$2K – – –
SCA
729
Stonebridge Capital Advisors
Minnesota
$2K +$2K +11 New
IFAM
730
Institutional & Family Asset Management
Colorado
$1K – – –
NOI
731
Newton One Investments
Delaware
$1K – – –
MFA
732
McClarren Financial Advisors
Pennsylvania
$1K – – –
EFSCE
733
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
BC
734
Burleson & Co
California
$1K – – –
LWA
735
Lenox Wealth Advisors
New York
$1K +$1K +3 New
CCM
736
Covington Capital Management
California
$1K +$1K +3 New
BHWM
737
Beaird Harris Wealth Management
Texas
$1K +$1K +3 New
SC
738
Schubert & Co
Texas
$1K +$1K +4 New
ZIG
739
Zullo Investment Group
Pennsylvania
$1K +$1K +5 New
CAC
740
Core Alternative Capital
Georgia
$1K +$1K +5 New
RPCONE
741
Retirement Planning Company of New England
Rhode Island
$1K +$1K +7 New
FP
742
Financial Perspectives
Minnesota
$897 – – –
Manulife (Manufacturers Life Insurance)
743
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$749 +$3 +14 +0.4%
FGAM
744
Financial Gravity Asset Management
Texas
$319 +$319 +2,015 +201,500%
FHC
745
First Heartland Consultants
Missouri
$272 +$46 +204 +20%
GFPC
746
Global Financial Private Client
Florida
$224 – – –
BBHC
747
Brown Brothers Harriman & Co
New York
$98 – – –
Arrowstreet Capital
748
Arrowstreet Capital
Massachusetts
– -$92.4M -389,468 Closed
FAM
749
Fred Alger Management
New York
– -$25.1M -105,856 Closed
EPC
750
Emerson Point Capital
New York
– -$13.2M -55,551 Closed
28 29
30
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