OKTA icon

Okta
OKTA

Overview Fund Activity

650 hedge funds and large institutions have $13.9B invested in Okta in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+36
Holders Change %
+5.86%
% of All Funds
9.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
105
Increased
241
Reduced
206
Closed
62
Calls
$773M
Puts
$439M
Net Calls
+$334M
Net Calls Change
-$226M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$207M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$601M
3
Primecap Management
Primecap Management
California
$141M
4
Sands Capital Management
Sands Capital Management
Virginia
$946M
5
PCM
Penserra Capital Management
California
$70.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$1.97M
2
Morgan Stanley
Morgan Stanley
New York
$180M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33M
4
Marshall Wace
Marshall Wace
United Kingdom
$109M
5
First Trust Advisors
First Trust Advisors
Illinois
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
Schroder Investment Management Group
226
Schroder Investment Management Group
United Kingdom
$2.68M -$6.73M -64,352 -72%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$2.62M -$266K -2,538 -9%
SP
228
SWS Partners
Ohio
$2.54M -$33.3K -318 -1%
Mariner
229
Mariner
Kansas
$2.53M +$218K +2,083 +9%
DnB Asset Management
230
DnB Asset Management
Norway
$2.53M -$64.9K -620 -3%
GCM
231
Graham Capital Management
Connecticut
$2.46M +$1.96M +18,725 +389%
Wealthfront Advisers
232
Wealthfront Advisers
California
$2.45M -$347K -3,320 -12%
Rafferty Asset Management
233
Rafferty Asset Management
New York
$2.44M -$889K -8,494 -27%
II
234
Inspire Investing
Idaho
$2.44M +$363K +3,465 +17%
Natixis Advisors
235
Natixis Advisors
Massachusetts
$2.42M +$903K +8,632 +60%
BA
236
Bridgewater Associates
Connecticut
$2.41M +$2.41M +22,996 New
RFM
237
Royal Fund Management
Florida
$2.37M +$418K +4,000 +21%
KeyBank National Association
238
KeyBank National Association
Ohio
$2.29M -$12.7K -121 -0.6%
SPG
239
Strategic Planning Group
Utah
$2.27M +$97.8K +935 +4%
CCIA
240
Campbell & Co Investment Adviser
Maryland
$2.24M +$1.61M +15,383 +255%
YIH
241
Y-Intercept (HK)
Hong Kong
$2.15M +$2.15M +20,537 New
Handelsbanken Fonder
242
Handelsbanken Fonder
Sweden
$2.14M +$1.47K +14 +0.1%
Bank of Nova Scotia
243
Bank of Nova Scotia
Ontario, Canada
$2.1M +$1.28M +12,189 +155%
DT
244
Diversified Trust
Tennessee
$2.09M +$39.4K +377 +2%
RWP
245
RWA Wealth Partners
Massachusetts
$2.04M – – –
AAF
246
Andra AP-fonden
Sweden
$2.02M +$2.02M +19,300 New
TSS
247
Two Sigma Securities
New York
$2M +$2M +19,111 New
FWIA
248
Fort Washington Investment Advisors
Ohio
$1.98M – – –
BCIM
249
British Columbia Investment Management
British Columbia, Canada
$1.97M +$85.7K +819 +5%
Cerity Partners
250
Cerity Partners
New York
$1.97M -$330M -3,153,402 -99%
8 9
10
11 12