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Okta
OKTA

Overview Fund Activity

681 hedge funds and large institutions have $18B invested in Okta in 2022 Q1 according to their latest regulatory filings, with 90 funds opening new positions, 250 increasing their positions, 231 reducing their positions, and 152 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
681
Holders Change
-70
Holders Change %
-9.32%
% of All Funds
10.78%
Holding in Top 10
18
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-35.71%
% of All Funds
0.28%
New
90
Increased
250
Reduced
231
Closed
152
Calls
$657M
Puts
$1.01B
Net Calls
-$356M
Net Calls Change
-$416M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.09B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$220M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$572M
4
SEP
Soma Equity Partners
California
$75.5M
5
Renaissance Technologies
Renaissance Technologies
New York
$69.2M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$47.8M
2
Allianz Asset Management
Allianz Asset Management
Germany
$363M
3
Jennison Associates
Jennison Associates
New York
$272M
4
AM
Atreides Management
Massachusetts
$0
5
Holocene Advisors
Holocene Advisors
New York
$2.01M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
726
Golden Green
South Carolina
– -$546K -2,438 Closed
KCM
727
Kornitzer Capital Management
Kansas
– -$532K -2,375 Closed
AHC
728
Adell Harriman & Carpenter
Texas
– -$482K -2,149 Closed
PDN
729
Pensionfund DSM Netherlands
Netherlands
– -$448K -2,000 Closed
VHAM
730
Van Hulzen Asset Management
California
– -$446K -1,990 Closed
ALAM
731
Asahi Life Asset Management
Japan
– -$430K -1,920 Closed
SS
732
Simplicity Solutions
Minnesota
– -$426K -1,896 Closed
SAM
733
Simplify Asset Management
Nevada
– -$423K -1,887 Closed
HI
734
Harrington Investments
California
– -$418K -1,864 Closed
CW
735
CreativeOne Wealth
Kansas
– -$338K -1,508 Closed
WP
736
WMS Partners
Maryland
– -$326K -1,456 Closed
MC
737
Manteio Capital
New Jersey
– -$320K -1,426 Closed
WA1
738
Wimmer Associates 1
California
– -$316K -1,410 Closed
DAS
739
Dynamic Advisor Solutions
Arizona
– -$309K -1,379 Closed
SHGA
740
Sand Hill Global Advisors
California
– -$303K -1,350 Closed
WCM
741
Washburn Capital Management
Florida
– -$300K -1,338 Closed
FFM
742
Forum Financial Management
Illinois
– -$296K -1,320 Closed
FTDI
743
First Trust Direct Indexing
Massachusetts
– -$291K -1,296 Closed
CAAS
744
Capital Asset Advisory Services
Michigan
– -$289K -1,288 Closed
BC
745
Brookfield Corp
Ontario, Canada
– -$281K -1,255 Closed
WWP
746
Waypoint Wealth Partners
California
– -$278K -1,240 Closed
FHC
747
First Heartland Consultants
Missouri
– -$272 -1,216 Closed
MWM
748
Meridian Wealth Management
Kentucky
– -$271K -1,211 Closed
PA
749
Pinnacle Associates
New York
– -$269K -1,200 Closed
BP
750
BBR Partners
New York
– -$268K -1,196 Closed
28 29
30
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