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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 %
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$2.7M +$664K +9,867 +33%
Rafferty Asset Management
202
Rafferty Asset Management
New York
$2.65M -$126K -1,811 -5%
Toronto Dominion Bank
203
Toronto Dominion Bank
Ontario, Canada
$2.63M -$382K -5,517 -13%
QCM
204
Quantinno Capital Management
New York
$2.57M +$40.7K +587 +2%
GCM
205
Graham Capital Management
Connecticut
$2.55M -$898K -12,956 -26%
SG Americas Securities
206
SG Americas Securities
New York
$2.54M +$1.35M +19,496 +114%
OAM
207
Occidental Asset Management
California
$2.52M – – –
RSS
208
Rosenblum Silverman Sutton
California
$2.52M +$63.1K +910 +3%
SCI
209
S&CO Inc
Massachusetts
$2.42M +$347K +5,000 +17%
PAM
210
Panagora Asset Management
Massachusetts
$2.42M -$806K -11,623 -25%
CAM
211
Cresset Asset Management
Illinois
$2.35M +$2.35M +33,948 New
BFG
212
Bleakley Financial Group
New Jersey
$2.35M +$1.12M +16,208 +91%
SS
213
Simplicity Solutions
Minnesota
$2.35M +$1.12M +16,204 +91%
FAF
214
Fjarde Ap-fonden
Sweden
$2.3M -$90.1K -1,300 -4%
Daiwa Securities Group
215
Daiwa Securities Group
Japan
$2.2M +$106K +500 +5%
Handelsbanken Fonder
216
Handelsbanken Fonder
Sweden
$2.13M +$446K +6,434 +27%
AA
217
ALPS Advisors
Colorado
$2.05M +$343K +4,939 +20%
UIM
218
USS Investment Management
United Kingdom
$2.04M – – –
CC
219
Carlson Capital
Texas
$2M +$2M +28,800 New
URS
220
Utah Retirement Systems
Utah
$1.97M -$76.3K -1,100 -4%
DA
221
Duality Advisers
Florida
$1.97M +$1.97M +28,397 New
WHP
222
Washington Harbour Partners
Virginia
$1.96M +$902K +13,000 +85%
WMSA
223
Weiss Multi-Strategy Advisers
New York
$1.95M -$1.51M -21,819 -44%
Commonwealth Equity Services
224
Commonwealth Equity Services
Massachusetts
$1.94M -$306K -4,414 -14%
RFM
225
Royal Fund Management
Florida
$1.93M +$804K +11,600 +71%
7 8
9
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