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Okta
OKTA

Overview Fund Activity

611 hedge funds and large institutions have $8.77B invested in Okta in 2023 Q2 according to their latest regulatory filings, with 83 funds opening new positions, 200 increasing their positions, 209 reducing their positions, and 100 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
611
Holders Change
-19
Holders Change %
-3.02%
% of All Funds
9.64%
Holding in Top 10
17
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-34.62%
% of All Funds
0.27%
New
83
Increased
200
Reduced
209
Closed
100
Calls
$379M
Puts
$270M
Net Calls
+$108M
Net Calls Change
-$37.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$885M
2
CIP
Champlain Investment Partners
Vermont
$288M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
$84.5M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
$60.5M
5
WRCM
Whale Rock Capital Management
Massachusetts
$99.1M

Top Sellers

1
SEP
Soma Equity Partners
California
$0
2
Holocene Advisors
Holocene Advisors
New York
$0
3
JCAM
Jericho Capital Asset Management
New York
$0
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$0
5
BlackRock
BlackRock
New York
$621M
Name Holding Trade Value Shares
Change 		Shares
Change %
Zurich Cantonal Bank
176
Zurich Cantonal Bank
Switzerland
$3.96M +$249K +3,590 +7%
Royal London Asset Management
177
Royal London Asset Management
United Kingdom
$3.96M +$258K +3,719 +7%
Mitsubishi UFJ Asset Management
178
Mitsubishi UFJ Asset Management
Japan
$3.94M +$411K +5,924 +12%
Ameriprise
179
Ameriprise
Minnesota
$3.75M -$22.5M -325,000 -86%
RIA
180
RPG Investment Advisory
California
$3.47M -$2.64K -38 -0.1%
GIM
181
Granahan Investment Management
Massachusetts
$3.46M +$27.6K +398 +0.8%
Parallax Volatility Advisers
182
Parallax Volatility Advisers
California
$3.44M -$9.88M -142,505 -74%
TGCMU
183
Titan Global Capital Management USA
New York
$3.37M +$3.37M +48,577 New
Allianz Asset Management
184
Allianz Asset Management
Germany
$3.36M +$1.98M +28,584 +144%
SMFG
185
Sumitomo Mitsui Financial Group
Japan
$3.34M -$1.82M -26,258 -35%
Brown Advisory
186
Brown Advisory
Maryland
$3.33M -$3.26K -47 -0.1%
FRAF
187
Första AP-fonden
Sweden
$3.27M +$791K +11,400 +32%
STA
188
Summit Trail Advisors
New York
$3.25M +$59.7K +861 +2%
CGL
189
Clarius Group LLC
Washington
$3.2M -$208K -3,003 -6%
SAM
190
Sycomore Asset Management
France
$3.06M +$3.06M +44,000 New
NAMA
191
Nikko Asset Management Americas
New York
$2.99M -$138K -1,989 -4%
JPMPWA
192
J.P. Morgan Private Wealth Advisors
California
$2.98M -$654K -9,435 -18%
TMC
193
TVL Management Corporation
California
$2.98M – – –
ASRS
194
Arizona State Retirement System
Arizona
$2.91M -$147K -2,123 -5%
LPL Financial
195
LPL Financial
California
$2.9M +$116K +1,673 +4%
JRP
196
Jasper Ridge Partners
California
$2.85M – – –
Creative Planning
197
Creative Planning
Kansas
$2.85M -$55.3K -797 -2%
Cerity Partners
198
Cerity Partners
New York
$2.82M +$2.52M +36,301 +830%
JSA
199
Jacobson & Schmitt Advisors
Wisconsin
$2.78M +$57.5K +829 +2%
ZIM
200
Zacks Investment Management
Illinois
$2.72M -$205K -2,953 -7%
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