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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
BFG
401
Bleakley Financial Group
New Jersey
$368K +$4.83K +51 +1%
SW
402
Simplicity Wealth
New Jersey
$368K +$4.83K +51 +1%
UM
403
UniSuper Management
Australia
$365K +$151K +1,600 +70%
Fisher Asset Management
404
Fisher Asset Management
Washington
$363K +$20.9K +221 +6%
HNWAG
405
High Net Worth Advisory Group
Florida
$361K -$3.03K -32 -0.8%
BCM
406
BluePath Capital Management
Georgia
$358K -$30.4K -321 -8%
S
407
SignatureFD
Georgia
$349K -$33K -349 -9%
OAM
408
Oxford Asset Management
United Kingdom
$346K +$350K +3,700 New
IWC
409
Integrated Wealth Concepts
Massachusetts
$346K +$7.2K +76 +2%
RCA
410
Resonant Capital Advisors
Wisconsin
$346K -$852 -9 -0.2%
VRM
411
Vectors Research Management
New York
$345K -$3.69K -39 -1%
Mercer Global Advisors
412
Mercer Global Advisors
Colorado
$340K +$6.25K +66 +2%
IMCOOI
413
Investment Management Corp of Ontario (IMCO)
Canada
$339K +$104K +1,100 +44%
FHA
414
Flagship Harbor Advisors
Massachusetts
$335K -$48.2K -509 -12%
QI
415
Qtron Investments
Massachusetts
$327K
CC
416
Courier Capital
New York
$326K -$14.1K -149 -4%
VI
417
Vestcor Inc
New Brunswick, Canada
$326K
TF
418
Trek Financial
Arizona
$323K +$77.6K +820 +31%
PA
419
Parallel Advisors
California
$323K +$473 +5 +0.1%
OQS
420
Occudo Quantitative Strategies
Florida
$320K -$498K -5,256 -61%
RWI
421
Red Wave Investments
Pennsylvania
$317K
WI
422
Wahed Invest
New York
$316K +$32.8K +346 +11%
LCS
423
Levin Capital Strategies
New York
$311K +$314K +3,318 New
Teacher Retirement System of Texas
424
Teacher Retirement System of Texas
Texas
$291K -$85.7K -905 -23%
OWM
425
Opes Wealth Management
California
$290K +$7.86K +83 +3%