OKTA icon

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 %
FPS
751
Fieldpoint Private Securities
Connecticut
– -$203K -800 Closed
LA
752
LexAurum Advisors
Kansas
– -$202K -796 Closed
CFG
753
Cooper Financial Group
California
– -$202K -795 Closed
SGA
754
Sustainable Growth Advisers
Connecticut
– -$200K -788 Closed
OIM
755
Oder Investment Management
California
– -$120K -469 Closed
FCH
756
Freestone Capital Holdings
Washington
– -$90K -354 Closed
LGA
757
Lebenthal Global Advisors
New York
– -$63K -250 Closed
CCMW
758
Cypress Capital Management (Wyoming)
Wyoming
– -$62K -245 Closed
RPWA
759
Regent Peak Wealth Advisors
Georgia
– -$56K -221 Closed
JIR
760
James Investment Research
Ohio
– -$56K -220 Closed
ICP
761
Interchange Capital Partners
Pennsylvania
– -$50K -200 Closed
ADL
762
Asset Dedication LLC
California
– -$47K -187 Closed
AWA
763
Arkadios Wealth Advisors
Georgia
– -$29K -117 Closed
TI
764
tru Independence
Oregon
– -$25.4K -103 Closed
BSG
765
Black Swift Group
Colorado
– -$25K -100 Closed
JCM
766
Jacobi Capital Management
Pennsylvania
– -$25K -100 Closed
CWC
767
Carolinas Wealth Consulting
North Carolina
– -$25K -100 Closed
CCA
768
Childress Capital Advisors
Texas
– -$23K -90 Closed
BWM
769
Birchcreek Wealth Management
Ohio
– -$21K -83 Closed
PFP
770
Pinnacle Financial Partners
Tennessee
– -$15K -70 Closed
LWCFA
771
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$14K -56 Closed
Lazard Asset Management
772
Lazard Asset Management
New York
– -$13K -54 Closed
CLOS
773
Compagnie Lombard Odier SCmA
Switzerland
– -$11K -45 Closed
BSSFA
774
Baron Silver Stevens Financial Advisors
Florida
– -$10K -41 Closed
AssetMark Inc
775
AssetMark Inc
California
– -$8K -32 Closed
28 29 30
31
32