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Okta
OKTA

Overview Fund Activity

630 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 269 increasing their positions, 197 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
630
Holders Change
-20
Holders Change %
-3.08%
% of All Funds
9.16%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
77
Increased
269
Reduced
197
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.79M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.59B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$213M
3
Citadel Advisors
3
Citadel Advisors
Florida
$130M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.55B
5
ACM
5
Alua Capital Management
New York
$70.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$370M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$125M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$551K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
SHCM
5
Sachem Head Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
301
Ethic Inc
New York
$1.09M +$19.1K +204 +2%
AWS
302
Atria Wealth Solutions
New York
$1.07M +$462K +4,932 +75%
PFS
303
Prospera Financial Services
Texas
$1.07M -$179K -1,914 -14%
Creative Planning
304
Creative Planning
Kansas
$1.07M -$40.6K -434 -4%
BFEC
305
Benjamin F. Edwards & Company
Missouri
$1.07M -$14.9K -159 -1%
MPM
306
MBB Public Markets
Illinois
$1.06M +$1.06M +11,333 New
LNWWM
307
Laird Norton Wetherby Wealth Management
California
$1.06M +$479K +5,121 +83%
Franklin Resources
308
Franklin Resources
California
$1.04M -$749 -8 -0.1%
PIM
309
Plato Investment Management
Australia
$1.03M +$466K +4,979 +82%
TI
310
TrueMark Investments
Illinois
$1.03M -$525K -5,604 -34%
TC
311
TwinBeech Capital
New York
$1.03M -$21M -223,929 -95%
BBVA
312
Banco Bilbao Vizcaya Argentaria
Spain
$1.03M +$150K +1,580 +17%
SWM
313
Shelton Wealth Management
Texas
$1.02M +$1.02M +10,922 New
TI
314
Tidal Investments
Wisconsin
$1.01M +$507K +5,415 +100%
Corient Private Wealth
315
Corient Private Wealth
Florida
$924K -$90.1K -963 -9%
P
316
Pitcairn
Pennsylvania
$917K +$4.68K +50 +0.5%
GWM
317
Geneos Wealth Management
Colorado
$912K +$55.1K +589 +6%
KAS
318
Kestra Advisory Services
Texas
$905K +$128K +1,457 +17%
CBA
319
Coastal Bridge Advisors
Connecticut
$891K – – –
HCMT
320
Highland Capital Management (Tennessee)
Tennessee
$882K -$175K -1,868 -17%
MFS
321
Mirabella Financial Services
United Kingdom
$877K +$877K +9,372 New
Bank of Nova Scotia
322
Bank of Nova Scotia
Ontario, Canada
$877K -$1M -10,700 -53%
AB
323
Amalgamated Bank
New York
$875K +$43.1K +461 +5%
PA
324
Profund Advisors
Maryland
$837K -$440K -4,700 -34%
AMG
325
Advisors Management Group
Wisconsin
$832K +$832K +8,887 New
11 12
13
14 15