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Okta
OKTA

Overview Fund Activity

228 hedge funds and large institutions have $2.3B invested in Okta in 2018 Q1 according to their latest regulatory filings, with 103 funds opening new positions, 73 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
228
Holders Change
+76
Holders Change %
+50%
% of All Funds
5.23%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.25%
New
103
Increased
73
Reduced
39
Closed
26
Calls
$19.9M
Puts
$12.5M
Net Calls
+$7.35M
Net Calls Change
+$336K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$175M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$72.5M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$71.6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$58.9M
5
PI
Putnam Investments
Massachusetts
+$50.9M

Top Sellers

1
GCM
Glynn Capital Management
California
-$44.2M
2
JCAM
Jericho Capital Asset Management
New York
-$43.2M
3
MCM
Moore Capital Management
New York
-$14.6M
4
Citadel Advisors
Citadel Advisors
Florida
-$12.3M
5
TOPU
Trustees of Princeton University
New Jersey
-$10.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Cetera Advisors
Colorado
$209K +$209K +5,232 New
AP
177
Appleton Partners
Massachusetts
$207K +$207K +5,183 New
BBHC
178
Brown Brothers Harriman & Co
New York
$204K – – –
Royal Bank of Canada
179
Royal Bank of Canada
Ontario, Canada
$202K +$133K +3,357 +195%
HPC
180
HM Payson & Co
Maine
$202K +$202K +5,071 New
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$156K -$2.39K -60 -2%
AG
182
Advisor Group
Arizona
$123K +$116K +2,906 +1,740%
CF
183
Centaurus Financial
California
$106K +$106K +2,650 New
LTFS
184
Ladenburg Thalmann Financial Services
Florida
$105K +$77.1K +1,933 +276%
GWM
185
Geneos Wealth Management
Colorado
$72K +$72K +1,815 New
APA
186
American Portfolios Advisors
New York
$66.6K +$66.6K +1,671 New
AIP
187
Ameritas Investment Partners
Nebraska
$59K – – –
Group One Trading
188
Group One Trading
Illinois
$49K -$227K -5,711 -82%
MWM
189
Mascoma Wealth Management
New Hampshire
$48K +$48K +1,200 New
PA
190
Parallel Advisors
California
$41K +$41K +1,041 New
WWM
191
Wagner Wealth Management
South Carolina
$40K +$40K +1,000 New
RE
192
RBC Europe
United Kingdom
$39.9K +$39.9K +1,000 New
FANJ
193
Financial Architects (New Jersey)
New Jersey
$26K +$20.1K +506 +337%
FFW
194
Fusion Family Wealth
New York
$26K +$26K +642 New
CPA
195
Clear Perspective Advisors
Illinois
$26K +$26K +650 New
CFD
196
Creative Financial Designs
Indiana
$24K +$24K +600 New
ASN
197
Advisory Services Network
Georgia
$22K +$22K +543 New
TDC
198
Thompson Davis & Co
Virginia
$20K +$20K +500 New
SBL
199
Sargent Bickham Lagudis
Colorado
$18K +$18K +456 New
MPWT
200
MassMutual Private Wealth & Trust
Connecticut
$17K – – –
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