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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 %
PNC Financial Services Group
201
PNC Financial Services Group
Pennsylvania
$14K +$14K +360 New
BFEC
202
Benjamin F. Edwards & Company
Missouri
$13K +$13K +325 New
HLA
203
Hamilton Lane Advisors
Pennsylvania
$12K -$8.86K -220,386 -42%
SWM
204
SeaCrest Wealth Management
New York
$12K -$8K -200 -40%
RWA
205
Ropes Wealth Advisors
Massachusetts
$12K +$12K +298 New
AF
206
Advisornet Financial
Minnesota
$12K +$12K +300 New
CIBC Private Wealth Group
207
CIBC Private Wealth Group
Georgia
$12K +$12K +300 New
WAM
208
Wealthspire Advisors (Maryland)
Maryland
$12K +$12K +300 New
VIA
209
Vantage Investment Advisors
Pennsylvania
$10K +$10K +250 New
EWM
210
Edge Wealth Management
New York
$10K +$10K +250 New
NSIM
211
North Star Investment Management
Illinois
$8K +$8K +200 New
CAPTRUST Financial Advisors
212
CAPTRUST Financial Advisors
North Carolina
$8K +$8K +200 New
GEA
213
Glen Eagle Advisors
New Jersey
$7.57K +$7.57K +190 New
SPIA
214
Steward Partners Investment Advisory
New York
$7K -$7K -200 -50%
AWM
215
Avior Wealth Management
Nebraska
$7K +$7K +165 New
MCM
216
Mainstay Capital Management
Michigan
$7K +$7K +200 New
IWM
217
IHT Wealth Management
Illinois
$4K – – –
TC
218
Trilogy Capital
California
$4K +$4K +100 New
TFA
219
Toth Financial Advisory
Virginia
$4K +$4K +100 New
HMS
220
Hanseatic Management Services
New Mexico
$3K +$3K +63 New
CCMW
221
Cypress Capital Management (Wyoming)
Wyoming
$3K +$3K +75 New
FMA
222
FNY Managed Accounts
New York
$3K +$3K +76 New
WCM
223
Whitener Capital Management
North Carolina
$3K +$3K +100 New
VFA
224
Valeo Financial Advisors
Indiana
$2K – – –
SWP
225
Stratos Wealth Partners
Ohio
$2K +$2K +40 New
7 8
9
10 11