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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AA
251
ALPS Advisors
Colorado
$1.97M +$230K +2,434 +13%
Wolverine Trading
252
Wolverine Trading
Illinois
$1.96M +$203K +2,146 +11%
Prudential Financial
253
Prudential Financial
New Jersey
$1.92M +$1.15M +12,142 +146%
X
254
Xponance
Pennsylvania
$1.83M +$533K +5,631 +40%
RWP
255
RWA Wealth Partners
Massachusetts
$1.82M
FWIA
256
Fort Washington Investment Advisors
Ohio
$1.77M
NAM
257
Nissay Asset Management
Japan
$1.76M +$60.8K +642 +4%
Thrivent Financial for Lutherans
258
Thrivent Financial for Lutherans
Minnesota
$1.76M +$1.78M +18,772 New
LSA
259
Leonteq Securities AG
Switzerland
$1.74M +$754K +7,962 +75%
Rafferty Asset Management
260
Rafferty Asset Management
New York
$1.74M -$451K -4,767 -20%
KIA
261
Knollwood Investment Advisory
Maryland
$1.72M
Mackenzie Financial
262
Mackenzie Financial
Ontario, Canada
$1.68M +$280K +2,953 +20%
VPIM
263
Vanguard Personalized Indexing Management
California
$1.65M +$187K +1,975 +13%
Cerity Partners
264
Cerity Partners
New York
$1.64M -$127K -1,345 -7%
CFG
265
Citizens Financial Group
Rhode Island
$1.62M +$1.64M +17,329 New
EAM
266
Eagle Asset Management
Florida
$1.62M +$1.62M +17,099 New
Daiwa Securities Group
267
Daiwa Securities Group
Japan
$1.55M +$152K +1,604 +11%
Simplex Trading
268
Simplex Trading
Illinois
$1.54M -$1.51M -15,934 -49%
MC
269
Maverick Capital
Texas
$1.54M +$1.09M +11,552 +235%
SIG
270
Stonegate Investment Group
Alabama
$1.54M
BZWA
271
Blue Zone Wealth Advisors
California
$1.54M +$1.04M +10,969 +202%
Cambridge Investment Research Advisors
272
Cambridge Investment Research Advisors
Iowa
$1.52M +$163K +1,721 +12%
GAM
273
Gotham Asset Management
New York
$1.51M -$2.76M -29,189 -64%
YDMI
274
Y.D. More Investments
Israel
$1.46M +$319K +3,369 +27%
Toronto Dominion Bank
275
Toronto Dominion Bank
Ontario, Canada
$1.44M -$76.4K -807 -5%