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Okta
OKTA

Overview Fund Activity

697 hedge funds and large institutions have $27.4B invested in Okta in 2021 Q2 according to their latest regulatory filings, with 113 funds opening new positions, 267 increasing their positions, 197 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
697
Holders Change
+24
Holders Change %
+3.57%
% of All Funds
12.17%
Holding in Top 10
24
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+60%
% of All Funds
0.42%
New
113
Increased
267
Reduced
197
Closed
81
Calls
$1.66B
Puts
$1.2B
Net Calls
+$459M
Net Calls Change
+$723M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$2.75B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$3.08B
3
American Century Companies
3
American Century Companies
Missouri
$440M
4
WRCM
4
Whale Rock Capital Management
Massachusetts
$229M
5
MCAV
5
Meritech Capital Associates V
California
$224M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.31B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$185M
3
Alkeon Capital Management
3
Alkeon Capital Management
New York
$55.3M
4
Artisan Partners
4
Artisan Partners
Wisconsin
$0
5
Invesco
5
Invesco
Georgia
$93.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
751
Webster Bank
Connecticut
– -$83K -377 Closed
PCIA
752
Prime Capital Investment Advisors
Kansas
– -$75K -340 Closed
WAP
753
Wealthcare Advisory Partners
Pennsylvania
– -$69K -315 Closed
CAL
754
Capital Analysts LLC
Pennsylvania
– -$68K -310 Closed
ETC
755
Exchange Traded Concepts
Oklahoma
– -$65K -294 Closed
VFA
756
Valeo Financial Advisors
Indiana
– -$54K -244 Closed
IAIM
757
International Assets Investment Management
Florida
– -$28K -110 Closed
ACM
758
Allred Capital Management
Texas
– -$23.1K -105 Closed
TWP
759
TFO Wealth Partners
Ohio
– -$22K -100 Closed
WP
760
WealthShield Partners
North Carolina
– -$22K -100 Closed
AWC
761
Abundance Wealth Counselors
Pennsylvania
– -$22K -100 Closed
GAM
762
Grandview Asset Management
Pennsylvania
– -$22K -100 Closed
WAS
763
Winch Advisory Services
Wisconsin
– -$13K -61 Closed
CAC
764
Certified Advisory Corp
Florida
– -$11K -50 Closed
RWB
765
RMR Wealth Builders
New Jersey
– -$11K -50 Closed
BWA
766
BDO Wealth Advisors
Florida
– -$6K -25 Closed
MWP
767
Meridian Wealth Partners
Pennsylvania
– -$5K -25 Closed
PMFA
768
Plante Moran Financial Advisors
Michigan
– -$4K -20 Closed
TWA
769
TCI Wealth Advisors
Arizona
– -$3K -15 Closed
FP
770
Fiduciary Planning
Florida
– -$3K -15 Closed
T2I
771
Turim 21 Investimentos
Brazil
– -$3K -13 Closed
GRP
772
Global Retirement Partners
California
– -$2K -10 Closed
SFO
773
Standard Family Office
South Dakota
– -$2K -9 Closed
WCM
774
Wealthcare Capital Management
Virginia
– -$2K -8 Closed
CCM
775
Covington Capital Management
California
– -$1K -3 Closed
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