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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
VIM
351
Vinva Investment Management
Australia
$637K -$92.6K -978 -12%
BAMF
352
BI Asset Management Fondsmaeglerselskab
Denmark
$627K -$531K -5,606 -46%
RWM
353
Rockline Wealth Management
New York
$622K +$43.7K +462 +7%
SMFG
354
Sumitomo Mitsui Financial Group
Japan
$613K -$208K -2,200 -25%
CGH
355
Crossmark Global Holdings
Texas
$612K +$619K +6,536 New
IAA
356
Independent Advisor Alliance
North Carolina
$594K +$24.4K +258 +4%
SFG
357
Synergy Financial Group
California
$591K +$26K +275 +5%
M&T Bank
358
M&T Bank
New York
$579K -$67.5K -713 -10%
BCM
359
Bayesian Capital Management
New York
$571K -$4.82M -50,900 -89%
ASN
360
Advisory Services Network
Georgia
$570K +$12.4K +131 +2%
GA
361
GraniteShares Advisors
New York
$564K +$570K +6,020 New
PNC Financial Services Group
362
PNC Financial Services Group
Pennsylvania
$562K +$189 +2 +0%
BC
363
Burney Company
Virginia
$562K +$568K +5,999 New
MIM
364
MetLife Investment Management
New Jersey
$559K +$245K +2,585 +76%
Mirae Asset Global Investments
365
Mirae Asset Global Investments
South Korea
$551K -$60.5M -639,485 -99%
AAS
366
Avantax Advisory Services
Texas
$548K +$141K +1,485 +34%
GC
367
Guggenheim Capital
Illinois
$547K -$540K -5,706 -49%
MOACM
368
Mutual of America Capital Management
New York
$540K
ECU
369
Eisler Capital (US)
New York
$540K +$546K +5,769 New
Northwestern Mutual Wealth Management
370
Northwestern Mutual Wealth Management
Wisconsin
$527K +$3.31K +35 +0.6%
RK
371
Rather & Kittrell
Tennessee
$527K
ADIM
372
Alpha DNA Investment Management
Maryland
$512K -$257K -2,713 -33%
TC
373
TownSquare Capital
Utah
$508K +$201K +2,121 +64%
EF
374
Empowered Funds
Pennsylvania
$508K +$74.8K +790 +17%
MCM
375
Moore Capital Management
New York
$505K -$1.15M -12,126 -69%