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Okta
OKTA

Overview Fund Activity

152 hedge funds and large institutions have $1.02B invested in Okta in 2017 Q4 according to their latest regulatory filings, with 75 funds opening new positions, 55 increasing their positions, 8 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+52
Holders Change %
+52%
% of All Funds
3.45%
Holding in Top 10
9
Holding in Top 10 Change
+9
Holding in Top 10 Change %
%
% of All Funds
0.2%
New
75
Increased
55
Reduced
8
Closed
23
Calls
$8.89M
Puts
$1.88M
Net Calls
+$7.01M
Net Calls Change
+$4.94M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$94.1M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$103M
3
CIP
3
Champlain Investment Partners
Vermont
$73.2M
4
GCM
4
Glynn Capital Management
California
$60M
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$54.2M

Top Sellers

1
WRCM
1
Whale Rock Capital Management
Massachusetts
$0
2
GIPM
2
G2 Investment Partners Management
New York
$0
3
EI
3
EAM Investors
California
$0
4
FHAM
4
Folger Hill Asset Management
New York
$0
5
EGM
5
Engineers Gate Manager
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IWM
151
IHT Wealth Management
Illinois
$3K – – –
VFA
152
Valeo Financial Advisors
Indiana
$2K +$2K +60 New
WRCM
153
Whale Rock Capital Management
Massachusetts
– -$2.67M -94,745 Closed
GIPM
154
G2 Investment Partners Management
New York
– -$2.26M -80,000 Closed
EI
155
EAM Investors
California
– -$2.18M -77,190 Closed
FHAM
156
Folger Hill Asset Management
New York
– -$1.41M -50,000 Closed
EGM
157
Engineers Gate Manager
New York
– -$1.38M -48,938 Closed
Principal Financial Group
158
Principal Financial Group
Iowa
– -$1.23M -43,403 Closed
PPA
159
Parametric Portfolio Associates
Washington
– -$1.12M -39,531 Closed
NFA
160
Nationwide Fund Advisors
Ohio
– -$428K -15,185 Closed
Norges Bank
161
Norges Bank
Norway
– -$353K -12,500 Closed
Goldman Sachs
162
Goldman Sachs
New York
– -$347K -12,291 Closed
QSS
163
Quantitative Systematic Strategies
Florida
– -$316K -11,199 Closed
EMG
164
Ellington Management Group
Connecticut
– -$276K -9,800 Closed
CPP
165
Crow Point Partners
Massachusetts
– -$277K -9,560 Closed
AllianceBernstein
166
AllianceBernstein
Tennessee
– -$251K -8,900 Closed
QC
167
Quadrature Capital
United Kingdom
– -$219K -7,746 Closed
SPM
168
Symmetry Peak Management
Pennsylvania
– -$212K -7,500 Closed
IR
169
Invictus RG
Bermuda
– -$211K -7,487 Closed
PP
170
Paloma Partners
Connecticut
– -$208K -7,379 Closed
SG Americas Securities
171
SG Americas Securities
New York
– -$128K -4,520 Closed
NIT
172
NumerixS Investment Technologies
British Columbia, Canada
– -$73K -2,600 Closed
CCA
173
Catalyst Capital Advisors
New York
– -$22K -775 Closed
TDC
174
Thompson Davis & Co
Virginia
– -$14K -500 Closed
PNC Financial Services Group
175
PNC Financial Services Group
Pennsylvania
– -$5K -170 Closed
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