OKTA icon

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 %
RA
751
RFG Advisory
Alabama
– -$264K -1,177 Closed
PWSG
752
Pacific Wealth Strategies Group
California
– -$263K -1,175 Closed
GW
753
GW & Wade
Massachusetts
– -$256K -1,142 Closed
MIM
754
Moseley Investment Management
Florida
– -$249K -1,112 Closed
CCB
755
Cutter & Co Brokerage
Missouri
– -$247K -1,100 Closed
AT
756
Arvest Trust
Oklahoma
– -$246K -1,097 Closed
CAG
757
Crestwood Advisors Group
Massachusetts
– -$245K -1,092 Closed
GLA
758
Great Lakes Advisors
Illinois
– -$244K -1,090 Closed
CNWM
759
Clay Northam Wealth Management
California
– -$244K -1,090 Closed
RCM
760
Requisite Capital Management
Texas
– -$242K -1,078 Closed
NFG
761
Nadler Financial Group
Illinois
– -$240K -1,070 Closed
BFM
762
Boothbay Fund Management
New York
– -$240K -1,070 Closed
YMRC
763
Yorktown Management & Research Company
Virginia
– -$238K -1,060 Closed
MPM
764
MBB Public Markets
Illinois
– -$237K -1,057 Closed
CL
765
CPWM LLC
Washington
– -$242K -1,020 Closed
PCS
766
Personal CFO Solutions
New Jersey
– -$228K -1,019 Closed
SW
767
SkyOak Wealth
Michigan
– -$228K -1,015 Closed
EN1L
768
Engine No 1 LLC
California
– -$226K -1,010 Closed
MC
769
Moors & Cabot
Massachusetts
– -$226K -1,010 Closed
SG
770
StoneX Group
New York
– -$224K -1,001 Closed
MMPW
771
Mitchell McLeod Pugh & Williams
Alabama
– -$224K -1,000 Closed
LIA
772
LBMC Investment Advisors
Tennessee
– -$224K -1,000 Closed
RHBC
773
R.H. Bluestein & Co
Michigan
– -$224K -1,000 Closed
BTWM
774
Baker Tilly Wealth Management
Wisconsin
– -$223K -994 Closed
CFG
775
Cooper Financial Group
California
– -$223K -993 Closed
29 30
31
32 33