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Okta
OKTA

Overview Fund Activity

621 hedge funds and large institutions have $9.98B invested in Okta in 2024 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 220 increasing their positions, 207 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
621
Holders Change
-9
Holders Change %
-1.43%
% of All Funds
8.98%
Holding in Top 10
11
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-38.89%
% of All Funds
0.16%
New
93
Increased
220
Reduced
207
Closed
97
Calls
$643M
Puts
$385M
Net Calls
+$258M
Net Calls Change
-$67M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.35B
2
JCAM
Jericho Capital Asset Management
New York
$89M
3
Nomura Holdings
Nomura Holdings
Japan
$73.6M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$49.4M
5
EC
Eminence Capital
New York
$194M

Top Sellers

1
VOYA Investment Management
VOYA Investment Management
Georgia
$69.9M
2
Citadel Advisors
Citadel Advisors
Florida
$21.6M
3
MCMC
Matrix Capital Management Company
New Hampshire
$0
4
American Century Companies
American Century Companies
Missouri
$341M
5
Truist Financial
Truist Financial
North Carolina
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
426
Trek Financial
Arizona
$285K +$28K +377 +11%
CG
427
Caprock Group
Idaho
$281K +$69.1K +930 +33%
HNWAG
428
High Net Worth Advisory Group
Florida
$273K -$13.4K -180 -5%
S
429
SignatureFD
Georgia
$270K -$6.99K -94 -3%
UCFA
430
United Capital Financial Advisors
Texas
$270K +$52.2K +702 +24%
MF
431
Magnetar Financial
Illinois
$269K +$269K +3,619 New
IWC
432
Integrated Wealth Concepts
Massachusetts
$267K -$7.51K -101 -3%
TC
433
Truvestments Capital
Florida
$264K +$52.4K +705 +25%
QI
434
Qtron Investments
Massachusetts
$260K – – –
VI
435
Vestcor Inc
New Brunswick, Canada
$259K – – –
AWA
436
Aaron Wealth Advisors
Illinois
$254K +$40.7K +547 +19%
PA
437
Parallel Advisors
California
$252K -$3.94K -53 -2%
RWI
438
Red Wave Investments
Pennsylvania
$252K – – –
EC
439
EntryPoint Capital
New York
$239K +$239K +3,218 New
MGP
440
Metis Global Partners
California
$236K +$15.8K +212 +7%
SI
441
Stephens Inc
Arkansas
$233K +$37.5K +505 +19%
OWM
442
Opes Wealth Management
California
$228K -$2.83K -38 -1%
FAIM
443
Financial Advocates Investment Management
Washington
$228K +$228K +3,064 New
N
444
Natixis
France
$227K +$7.06K +95 +3%
CWM
445
Congress Wealth Management
Massachusetts
$227K +$227K +3,047 New
MA
446
MCF Advisors
Kentucky
$226K – – –
IWA
447
Inspirion Wealth Advisors
Illinois
$224K – – –
AWA
448
Alta Wealth Advisors
Massachusetts
$223K +$223K +3,005 New
RIM
449
Rakuten Investment Management
Japan
$218K +$54.9K +742 +34%
CT
450
Chicago Trust
Illinois
$218K +$16.4K +221 +8%
16 17
18
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