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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$757M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.7M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
DMC
4
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
AE Wealth Management
Kansas
$8.59M -$518K -6,107 -6%
Mitsubishi UFJ Trust & Banking
127
Mitsubishi UFJ Trust & Banking
Japan
$8.21M +$341K +3,772 +4%
State of New Jersey Common Pension Fund D
128
State of New Jersey Common Pension Fund D
New Jersey
$8.18M – – –
WCA
129
Whetstone Capital Advisors
Kansas
$8.18M +$24.5K +271 +0.3%
IMPI
130
Ilmarinen Mutual Pension Insurance
Finland
$8.15M – – –
Schroder Investment Management Group
131
Schroder Investment Management Group
United Kingdom
$8.15M +$52.7K +582 +0.7%
Comerica Bank
132
Comerica Bank
Texas
$8.14M -$2.79M -30,844 -26%
FCC
133
Founders Circle Capital
California
$8.1M – – –
GC
134
Gratus Capital
Georgia
$7.81M -$109K -1,199 -1%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$7.74M -$24.2M -267,352 -76%
UOC
136
UBS O'Connor
Illinois
$7.7M -$1.58M -17,500 -17%
IEFM
137
IQ EQ Fund Management
Ireland
$7.55M +$566K +6,254 +8%
SLG
138
Stanley-Laman Group
Pennsylvania
$7.45M -$416K -4,591 -5%
State of Wisconsin Investment Board
139
State of Wisconsin Investment Board
Wisconsin
$7.32M -$1.91M -21,104 -21%
HNB
140
Huntington National Bank
Ohio
$7.27M +$1.72K +19 +0%
SFG
141
SVB Financial Group
Texas
$7.17M – – –
Treasurer of the State of North Carolina
142
Treasurer of the State of North Carolina
North Carolina
$7.14M -$422K -4,660 -6%
RIA
143
RPG Investment Advisory
California
$7M +$2.55M +28,119 +57%
SI
144
SQN Investors
California
$6.79M +$6.79M +75,000 New
Man Group
145
Man Group
United Kingdom
$6.65M +$6.65M +73,404 New
KBC Group
146
KBC Group
Belgium
$6.63M -$139K -1,533 -2%
HighTower Advisors
147
HighTower Advisors
Illinois
$6.44M +$592K +6,531 +10%
Zurich Cantonal Bank
148
Zurich Cantonal Bank
Switzerland
$6.41M +$157K +1,733 +3%
LG
149
Leuthold Group
Minnesota
$6.37M -$4.16K -46 -0.1%
CS
150
Candriam SCA
Luxembourg
$6.24M +$331K +3,660 +6%
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