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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 %
QL
476
Quarry LP
New York
$90K +$60.6K +815 +206%
VWM
477
Venturi Wealth Management
Texas
$83K +$34.6K +466 +72%
AAM
478
Advisors Asset Management
Colorado
$79.5K -$2.31K -31 -3%
VCM
479
Versant Capital Management
Arizona
$77.7K +$19.7K +265 +34%
SVCP
480
Silicon Valley Capital Partners
California
$70.4K – – –
WPWM
481
Western Pacific Wealth Management
Illinois
$70.1K -$47.2K -635 -40%
AA
482
Ancora Advisors
Ohio
$69.4K -$1.19K -16 -2%
Jones Financial Companies
483
Jones Financial Companies
Missouri
$63.8K +$22.6K +306 +55%
CJ
484
Caitlin John
Michigan
$62.7K +$62.7K +800 New
CAS
485
Coppell Advisory Solutions
Texas
$62.7K +$10.7K +144 +20%
C
486
Covestor
United Kingdom
$62K – – –
NIMI
487
Natixis Investment Managers International
France
$59.6K – – –
National Bank of Canada
488
National Bank of Canada
Quebec, Canada
$58.4K -$39.3K -529 -40%
IA
489
IFP Advisors
Florida
$58.4K +$17.5K +235 +43%
FFA
490
Frazier Financial Advisors
Ohio
$57.8K +$57.8K +778 New
QCG
491
Quadrant Capital Group
Ohio
$57.5K -$9.14K -123 -14%
Fifth Third Bancorp
492
Fifth Third Bancorp
Ohio
$56.4K +$446 +6 +0.8%
CCA
493
Catalyst Capital Advisors
New York
$55.7K +$55.7K +749 New
BIG
494
Brooklyn Investment Group
New York
$53.3K +$53.3K +717 New
NRG
495
Nemes Rush Group
Michigan
$51.9K -$80.7K -771 -61%
Kayne Anderson Rudnick Investment Management
496
Kayne Anderson Rudnick Investment Management
California
$48.9K -$149 -2 -0.3%
PCMC
497
Planning Capital Management Corporation
Pennsylvania
$48.8K +$48.8K +657 New
UB
498
UMB Bank
Missouri
$46.5K -$24.1K -324 -34%
GM
499
GeoWealth Management
Illinois
$44.8K +$44.8K +602 New
FFA
500
Farther Finance Advisors
California
$44.7K +$372 +5 +0.8%
18 19
20
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