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Okta
OKTA

Overview Fund Activity

614 hedge funds and large institutions have $11.9B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 114 funds opening new positions, 183 increasing their positions, 232 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
614
Holders Change
+20
Holders Change %
+3.37%
% of All Funds
9%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
114
Increased
183
Reduced
232
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M

Top Buyers

1
Sands Capital Management
1
Sands Capital Management
Virginia
$757M
2
WRCM
2
Whale Rock Capital Management
Massachusetts
$218M
3
Morgan Stanley
3
Morgan Stanley
New York
$330M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$195M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.4B

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.27M
2
Federated Hermes
2
Federated Hermes
Pennsylvania
$36.7M
3
SCA
3
Southpoint Capital Advisors
New York
$0
4
DMC
4
Deer Management Company
New York
$94.1M
5
Jacobs Levy Equity Management
5
Jacobs Levy Equity Management
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CCP
201
Clarity Capital Partners
California
$2.52M +$2.52M +27,795 New
Commonwealth Equity Services
202
Commonwealth Equity Services
Massachusetts
$2.5M -$62K -685 -2%
SC
203
Slow Capital
California
$2.45M -$45.5K -503 -2%
Wealthfront Advisers
204
Wealthfront Advisers
California
$2.42M +$1.67M +18,490 +225%
Nisa Investment Advisors
205
Nisa Investment Advisors
Missouri
$2.39M – – –
SPIA
206
Steward Partners Investment Advisory
New York
$2.31M +$2.25M +24,874 +3,887%
TAF
207
Tredje AP-fonden
Sweden
$2.3M -$40.6K -448 -2%
Wellington Management Group
208
Wellington Management Group
Massachusetts
$2.27M -$292M -3,230,748 -99%
DnB Asset Management
209
DnB Asset Management
Norway
$2.24M -$35.9K -396 -2%
SP
210
SWS Partners
Ohio
$2.23M +$692K +7,639 +45%
RJFSA
211
Raymond James Financial Services Advisors
Florida
$2.17M +$399K +4,404 +23%
CCS
212
Concentric Capital Strategies
Connecticut
$2.17M +$2.17M +23,916 New
Osaic Holdings
213
Osaic Holdings
Arizona
$2.09M -$83.5K -922 -4%
Mariner
214
Mariner
Kansas
$2M -$109K -1,200 -5%
MML Investors Services
215
MML Investors Services
Massachusetts
$1.99M +$62.7K +692 +3%
KeyBank National Association
216
KeyBank National Association
Ohio
$1.99M -$134K -1,482 -6%
HRCM
217
Hood River Capital Management
Florida
$1.99M +$1.99M +21,928 New
PAG
218
Private Advisor Group
New Jersey
$1.98M +$1.98M +21,818 New
RJA
219
Raymond James & Associates
Florida
$1.95M -$346K -3,819 -15%
AAP
220
Ardsley Advisory Partners
Connecticut
$1.95M +$588K +6,500 +43%
CSS
221
Cubist Systematic Strategies
Connecticut
$1.95M +$1.95M +21,499 New
Toronto Dominion Bank
222
Toronto Dominion Bank
Ontario, Canada
$1.94M -$829K -9,161 -30%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$1.94M -$4.92M -54,375 -72%
SPG
224
Strategic Planning Group
Utah
$1.88M +$1.88M +20,805 New
Handelsbanken Fonder
225
Handelsbanken Fonder
Sweden
$1.85M -$593K -6,550 -24%
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