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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 %
Fisher Asset Management
401
Fisher Asset Management
Washington
$363K +$20.7K +221 +6%
HNWAG
402
High Net Worth Advisory Group
Florida
$361K -$3K -32 -0.8%
BCM
403
BluePath Capital Management
Georgia
$358K -$30K -321 -8%
S
404
SignatureFD
Georgia
$349K -$32.7K -349 -9%
OAM
405
Oxford Asset Management
United Kingdom
$346K +$346K +3,700 New
IWC
406
Integrated Wealth Concepts
Massachusetts
$346K +$7.11K +76 +2%
RCA
407
Resonant Capital Advisors
Wisconsin
$346K -$842 -9 -0.2%
VRM
408
Vectors Research Management
New York
$345K -$3.65K -39 -1%
Mercer Global Advisors
409
Mercer Global Advisors
Colorado
$340K +$6.18K +66 +2%
IMCOOI
410
Investment Management Corp of Ontario (IMCO)
Canada
$339K +$103K +1,100 +44%
QI
411
Qtron Investments
Massachusetts
$327K – – –
CC
412
Courier Capital
New York
$326K -$13.9K -149 -4%
VI
413
Vestcor Inc
New Brunswick, Canada
$326K – – –
TF
414
Trek Financial
Arizona
$323K +$76.8K +820 +31%
PA
415
Parallel Advisors
California
$323K +$468 +5 +0.1%
OQS
416
Occudo Quantitative Strategies
Florida
$320K -$492K -5,256 -61%
RWI
417
Red Wave Investments
Pennsylvania
$317K – – –
WI
418
Wahed Invest
New York
$316K +$32.4K +346 +11%
LCS
419
Levin Capital Strategies
New York
$311K +$311K +3,318 New
Teacher Retirement System of Texas
420
Teacher Retirement System of Texas
Texas
$291K -$84.6K -905 -23%
OWM
421
Opes Wealth Management
California
$290K +$7.77K +83 +3%
VCP
422
Verus Capital Partners
Arizona
$290K +$48.3K +516 +20%
FTDI
423
First Trust Direct Indexing
Massachusetts
$289K +$22.1K +236 +8%
OSAM
424
O'Shaughnessy Asset Management
Connecticut
$288K +$655 +7 +0.2%
FDCDDQ
425
Federation des caisses Desjardins du Quebec
Quebec, Canada
$284K +$94.3K +1,007 +50%
15 16
17
18 19