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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 %
SPIA
476
Steward Partners Investment Advisory
New York
$142K +$56.3K +601 +65%
CFD
477
Creative Financial Designs
Indiana
$142K -$69.7K -745 -33%
TFIPS
478
Towarzystwo Funduszy Inwestycyjnych PZU SA
$128K -$15.9K -170 -11%
AF
479
Allworth Financial
California
$126K -$2.26K -24 -2%
National Bank of Canada
480
National Bank of Canada
Quebec, Canada
$124K +$12.3K +130 +11%
FCM
481
Firsthand Capital Management
California
$124K -$2.01M -9,420 -94%
NRG
482
Nemes Rush Group
Michigan
$119K +$72.2K +771 +155%
HWA
483
HHM Wealth Advisors
Tennessee
$117K – – –
CI Investments Inc
484
CI Investments Inc
Ontario, Canada
$114K -$8.6K -92 -7%
NAMA
485
Nikko Asset Management Americas
New York
$106K -$24.7K -264 -19%
AAM
486
Advisors Asset Management
Colorado
$103K +$5.52K +59 +6%
GRP
487
Global Retirement Partners
California
$91.4K +$62.1K +663 +212%
AA
488
Ancora Advisors
Ohio
$88.9K +$2.34K +25 +3%
UB
489
UMB Bank
Missouri
$88.8K -$23.7K -253 -21%
SVCP
490
Silicon Valley Capital Partners
California
$88.6K – – –
QCG
491
Quadrant Capital Group
Ohio
$84K +$94 +1 +0.1%
C
492
Covestor
United Kingdom
$78K -$23.5K -252 -23%
FIA
493
FNY Investment Advisers
New York
$76K -$65K -698 -46%
NIMI
494
Natixis Investment Managers International
France
$75.1K – – –
VCM
495
Versant Capital Management
Arizona
$73K +$68.1K +728 +1,400%
Fifth Third Bancorp
496
Fifth Third Bancorp
Ohio
$70.4K -$2.53K -27 -3%
KFS
497
Kelly Financial Services
Massachusetts
$67.6K +$8.99K +96 +15%
CAS
498
Coppell Advisory Solutions
Texas
$65.8K +$65.8K +703 New
HFM
499
Harvest Fund Management
China
$62K -$36.5K -387 -37%
Kayne Anderson Rudnick Investment Management
500
Kayne Anderson Rudnick Investment Management
California
$61.8K -$375 -4 -0.6%
18 19
20
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