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Okta
OKTA

Overview Fund Activity

621 hedge funds and large institutions have $9.98B invested in Okta in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-9
Holders Change %
-1.43%
% of All Funds
8.98%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
93
Increased
220
Reduced
207
Closed
97
Calls
$643M
Puts
$385M
Net Calls
+$258M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$1.35B
2
JCAM
2
Jericho Capital Asset Management
New York
$89M
3
Nomura Holdings
3
Nomura Holdings
Japan
$73.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
EC
5
Eminence Capital
New York
$194M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$69.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.6M
3
MCMC
3
Matrix Capital Management Company
New Hampshire
$0
4
American Century Companies
4
American Century Companies
Missouri
$341M
5
Truist Financial
5
Truist Financial
North Carolina
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
301
Cetera Investment Advisers
Illinois
$935K -$162K -2,178 -15%
NRD
302
Nebula Research & Development
New York
$933K +$933K +12,552 New
CC
303
Centiva Capital
New York
$920K +$920K +12,371 New
GIBU
304
Gulf International Bank (UK)
United Kingdom
$911K -$43.3K -583 -5%
AA
305
ALPS Advisors
Colorado
$908K -$654K -8,800 -42%
JAM
306
Jupiter Asset Management
United Kingdom
$903K +$903K +12,141 New
SWM
307
Shelton Wealth Management
Texas
$900K +$88.2K +1,187 +11%
GAM
308
Groupama Asset Management
France
$896K – – –
AMG
309
Advisors Management Group
Wisconsin
$874K +$213K +2,871 +32%
Principal Financial Group
310
Principal Financial Group
Iowa
$872K -$48.6K -654 -5%
AC
311
AXQ Capital
New Jersey
$869K +$869K +11,690 New
SA
312
Sanctuary Advisors
Indiana
$861K +$480K +6,265 +126%
Corient Private Wealth
313
Corient Private Wealth
Florida
$857K +$123K +1,659 +17%
Franklin Resources
314
Franklin Resources
California
$855K -$11.2K -144 -1%
PFS
315
Prospera Financial Services
Texas
$846K -$5.87K -79 -0.7%
Pathstone Holdings
316
Pathstone Holdings
New Jersey
$844K +$265K +3,567 +46%
DC
317
Davenport & Co
Virginia
$842K -$3.13M -42,088 -79%
JF
318
Jump Financial
Illinois
$841K +$841K +11,310 New
CA
319
Commerzbank Aktiengesellschaft
Germany
$831K +$831K +11,175 New
Pacer Advisors
320
Pacer Advisors
Pennsylvania
$823K -$1.59M -21,378 -66%
PIM
321
Plato Investment Management
Australia
$818K – – –
LNWWM
322
Laird Norton Wetherby Wealth Management
California
$801K -$37K -498 -4%
Lazard Asset Management
323
Lazard Asset Management
New York
$773K +$387K +5,203 +100%
AWM
324
AE Wealth Management
Kansas
$771K -$2.27M -30,576 -75%
PTC
325
Petrus Trust Company
Texas
$761K +$219K +2,944 +40%
11 12
13
14 15