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Okta
OKTA

Overview Fund Activity

272 hedge funds and large institutions have $3.25B invested in Okta in 2018 Q2 according to their latest regulatory filings, with 82 funds opening new positions, 102 increasing their positions, 58 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
272
Holders Change
+44
Holders Change %
+19.3%
% of All Funds
6.24%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.16%
New
82
Increased
102
Reduced
58
Closed
37
Calls
$56.8M
Puts
$47.2M
Net Calls
+$9.62M
Net Calls Change
+$2.27M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$341M
2
First Trust Advisors
First Trust Advisors
Illinois
$115M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$357M
4
BlackRock
BlackRock
New York
$192M
5
Deutsche Bank
Deutsche Bank
Germany
$131M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$191M
2
Renaissance Technologies
Renaissance Technologies
New York
$2.83M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$81.7M
4
LSCM
Light Street Capital Management
California
$0
5
Millennium Management
Millennium Management
New York
$894K
Name Holding Trade Value Shares
Change 		Shares
Change %
KJHP
201
K.J. Harrison & Partners
Ontario, Canada
$252K +$252K +5,000 New
LCM
202
Landscape Capital Management
New Jersey
$251K +$251K +4,974 New
Creative Planning
203
Creative Planning
Kansas
$217K +$217K +4,311 New
OAM
204
Oppenheimer Asset Management
New York
$215K +$215K +4,277 New
RCAG
205
Rehmann Capital Advisory Group
Michigan
$208K +$208K +4,133 New
HSBC Holdings
206
HSBC Holdings
United Kingdom
$206K +$206K +4,081 New
SO
207
STRS Ohio
Ohio
$204K -$841K -16,741 -80%
FHA
208
Flagship Harbor Advisors
Massachusetts
$174K +$174K +3,473 New
CF
209
Centaurus Financial
California
$160K +$26.7K +531 +20%
Public Employees Retirement Association of Colorado
210
Public Employees Retirement Association of Colorado
Colorado
$160K +$160K +3,179 New
BNP Paribas Financial Markets
211
BNP Paribas Financial Markets
France
$149K -$48.5K -962 -25%
FDCDDQ
212
Federation des caisses Desjardins du Quebec
Quebec, Canada
$147K +$147K +2,924 New
APA
213
American Portfolios Advisors
New York
$142K +$57.4K +1,140 +68%
SG Americas Securities
214
SG Americas Securities
New York
$139K +$139K +2,765 New
GWM
215
Geneos Wealth Management
Colorado
$126K +$34.8K +692 +38%
IA
216
IFP Advisors
Florida
$123K +$123K +2,450 New
PA
217
Parallel Advisors
California
$120K +$67.8K +1,352 +130%
LTFS
218
Ladenburg Thalmann Financial Services
Florida
$105K – – –
AIG
219
American International Group
New York
$104K -$520K -10,369 -83%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$91K +$72.9K +1,451 +403%
SPIA
221
Steward Partners Investment Advisory
New York
$82K +$72K +1,437 +719%
Rockefeller Capital Management
222
Rockefeller Capital Management
New York
$78K +$78K +1,550 New
BFEC
223
Benjamin F. Edwards & Company
Missouri
$77K +$60.6K +1,200 +369%
HIM
224
Hillsdale Investment Management
Ontario, Canada
$71K +$71K +1,400 New
SWM
225
SeaCrest Wealth Management
New York
$65K +$50K +1,000 +333%
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9
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