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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 %
CCFM
376
Clear Creek Financial Management
Washington
$492K +$4.21K +45 +0.9%
TCM
377
Triumph Capital Management
Colorado
$489K +$192K +2,050 +65%
Lazard Asset Management
378
Lazard Asset Management
New York
$486K +$228K +2,438 +88%
PWM
379
Perigon Wealth Management
California
$481K -$15.3K -163 -3%
HCA
380
Harbor Capital Advisors
Illinois
$479K +$43.5K +465 +10%
SWP
381
Stratos Wealth Partners
Ohio
$462K +$28K +299 +6%
AIA
382
Angeles Investment Advisors
California
$461K +$18.4K +197 +4%
SA
383
Sanctuary Advisors
Indiana
$460K +$460K +4,979 New
BA
384
Bristlecone Advisors
Washington
$458K -$20.8K -222 -4%
DTL
385
Dynamic Technology Lab
Singapore
$441K +$441K +4,708 New
AWA
386
Arete Wealth Advisors
Illinois
$421K +$421K +4,503 New
GPGA
387
Grandeur Peak Global Advisors
Utah
$420K +$420K +4,487 New
SW
388
SVB Wealth
Massachusetts
$413K -$3.09K -33 -0.7%
FRA
389
Frank Rimerman Advisors
California
$411K +$69.9K +747 +20%
BMSSC
390
B. Metzler seel. Sohn & Co
Germany
$386K +$18.3K +195 +5%
MMA
391
Miracle Mile Advisors
California
$380K -$9.36K -100 -2%
WPW
392
Waldron Private Wealth
Pennsylvania
$379K -$2.43K -26 -0.6%
BCM
393
BluePointe Capital Management
California
$376K +$1.31K +14 +0.3%
MWM
394
Mission Wealth Management
California
$372K -$1.5K -16 -0.4%
CB
395
Commerce Bank
Missouri
$372K +$10.4K +111 +3%
VAS
396
Vestmark Advisory Solutions
Massachusetts
$371K -$1.22K -13 -0.3%
NA
397
NewEdge Advisors
Louisiana
$369K -$13.1K -140 -3%
SW
398
Simplicity Wealth
New Jersey
$368K +$4.77K +51 +1%
BFG
399
Bleakley Financial Group
New Jersey
$368K +$4.77K +51 +1%
UM
400
UniSuper Management
Australia
$365K +$150K +1,600 +70%
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16
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