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

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$370M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
$125M
3
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
$551K
4
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
5
SHCM
Sachem Head Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BIAS
326
Beacon Investment Advisory Services
New Jersey
$830K -$84.2K -900 -9%
DACG
327
Donor Advised Charitable Giving
California
$821K – – –
CWM
328
CIBC World Markets
New York
$808K +$202K +2,162 +33%
Two Sigma Investments
329
Two Sigma Investments
New York
$786K -$31.1M -332,432 -98%
YC
330
Yarbrough Capital
Tennessee
$760K – – –
Wealth Enhancement Advisory Services
331
Wealth Enhancement Advisory Services
Minnesota
$754K -$110K -1,176 -13%
PAWA
332
Palo Alto Wealth Advisors
California
$752K -$177K -1,893 -19%
TCM
333
Teza Capital Management
Illinois
$738K +$738K +7,885 New
Pathstone Holdings
334
Pathstone Holdings
New Jersey
$728K +$239K +2,553 +49%
Tudor Investment Corp
335
Tudor Investment Corp
Connecticut
$727K -$4.88M -52,126 -87%
SG Americas Securities
336
SG Americas Securities
New York
$717K -$5.92M -63,238 -89%
XT
337
XTX Topco
Cayman Islands
$705K +$123K +1,309 +21%
PWM
338
Prosperity Wealth Management
California
$703K +$703K +7,505 New
Manulife (Manufacturers Life Insurance)
339
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$701K +$4.59K +49 +0.7%
CL
340
Choreo LLC
Illinois
$692K +$432K +4,580 +167%
CAPTRUST Financial Advisors
341
CAPTRUST Financial Advisors
North Carolina
$690K +$18.3K +195 +3%
PTC
342
Petrus Trust Company
Texas
$683K +$90.2K +964 +15%
AT
343
American Trust
Kentucky
$667K +$362K +3,865 +119%
Janney Montgomery Scott
344
Janney Montgomery Scott
Pennsylvania
$658K +$1.22K +13 +0.2%
AAS
345
Ameritas Advisory Services
Nebraska
$657K -$13.6K -145 -2%
GLA
346
Great Lakes Advisors
Illinois
$653K +$75.6K +808 +13%
DADC
347
D.A. Davidson & Co
Montana
$640K +$310K +3,312 +94%
VIM
348
Vinva Investment Management
Australia
$637K -$90.3K -978 -12%
BAMF
349
BI Asset Management Fondsmaeglerselskab
Denmark
$627K -$525K -5,606 -46%
RWM
350
Rockline Wealth Management
New York
$622K +$43.2K +462 +7%
12 13
14
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