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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 %
SMFG
351
Sumitomo Mitsui Financial Group
Japan
$613K -$203K -2,200 -25%
CGH
352
Crossmark Global Holdings
Texas
$612K +$612K +6,536 New
IAA
353
Independent Advisor Alliance
North Carolina
$594K +$24.2K +258 +4%
SFG
354
Synergy Financial Group
California
$591K +$25.7K +275 +5%
M&T Bank
355
M&T Bank
New York
$579K -$66.8K -713 -10%
BCM
356
Bayesian Capital Management
New York
$571K -$4.76M -50,900 -89%
ASN
357
Advisory Services Network
Georgia
$570K +$12.3K +131 +2%
GA
358
GraniteShares Advisors
New York
$564K +$564K +6,020 New
PNC Financial Services Group
359
PNC Financial Services Group
Pennsylvania
$562K +$187 +2 +0%
BC
360
Burney Company
Virginia
$562K +$562K +5,999 New
MIM
361
MetLife Investment Management
New Jersey
$559K +$242K +2,585 +76%
Mirae Asset Global Investments
362
Mirae Asset Global Investments
South Korea
$551K -$59.1M -639,485 -99%
AAS
363
Avantax Advisory Services
Texas
$548K +$139K +1,485 +34%
GC
364
Guggenheim Capital
Illinois
$547K -$534K -5,706 -49%
MOACM
365
Mutual of America Capital Management
New York
$540K – – –
ECU
366
Eisler Capital (US)
New York
$540K +$540K +5,769 New
Northwestern Mutual Wealth Management
367
Northwestern Mutual Wealth Management
Wisconsin
$527K +$3.28K +35 +0.6%
RK
368
Rather & Kittrell
Tennessee
$527K – – –
ADIM
369
Alpha DNA Investment Management
Maryland
$512K -$254K -2,713 -33%
TC
370
TownSquare Capital
Utah
$508K +$199K +2,121 +64%
EF
371
Empowered Funds
Pennsylvania
$508K +$74K +790 +17%
MCM
372
Moore Capital Management
New York
$505K -$1.14M -12,126 -69%
CIBC Asset Management
373
CIBC Asset Management
Ontario, Canada
$502K +$46.6K +498 +10%
OP
374
ORG Partners
Indiana
$497K +$486K +5,136 +4,142%
PP
375
Pingora Partners
Wyoming
$495K +$147K +1,575 +42%
13 14
15
16 17