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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
1
Fidelity Investments
Massachusetts
$1.59B
2
Marshall Wace
2
Marshall Wace
United Kingdom
$213M
3
Citadel Advisors
3
Citadel Advisors
Florida
$130M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$1.55B
5
ACM
5
Alua Capital Management
New York
$70.5M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$370M
2
D.E. Shaw & Co
2
D.E. Shaw & Co
New York
$125M
3
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$551K
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$0
5
SHCM
5
Sachem Head Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VWM
501
Venturi Wealth Management
Texas
$60.8K +$24.2K +259 +66%
FFA
502
Farther Finance Advisors
California
$56.5K +$4.26K +45 +8%
SSB
503
Sandy Spring Bank
Maryland
$55.8K -$2.9K -31 -5%
CWM
504
Cedar Wealth Management
California
$55.4K -$562 -6 -1%
Jones Financial Companies
505
Jones Financial Companies
Missouri
$52K +$36.9K +394 +243%
IA
506
IFP Advisors
Florida
$51.5K +$8.99K +96 +21%
GWSG
507
GPS Wealth Strategies Group
Colorado
$48.1K -$8.8K -94 -15%
GTAM
508
Global Trust Asset Management
Florida
$47.9K – – –
FHA
509
First Horizon Advisors
Tennessee
$47.4K +$3.84K +41 +9%
NC
510
nVerses Capital
Florida
$46.8K +$46.8K +500 New
HFM
511
Hartford Financial Management
Connecticut
$46.8K +$46.8K +500 New
FCAS
512
First Command Advisory Services
Texas
$46.8K +$46.8K +500 New
AIM
513
Arcadia Investment Management
Michigan
$46.8K – – –
LC
514
Lindbrook Capital
California
$46.4K -$24K -256 -34%
CIBC Private Wealth Group
515
CIBC Private Wealth Group
Georgia
$41.6K -$13.7K -140 -25%
MCM
516
Manchester Capital Management
Vermont
$38.5K +$6.93K +74 +22%
GA
517
GoalVest Advisory
New York
$38.4K – – –
QL
518
Quarry LP
New York
$37K -$79.7K -851 -68%
GLR
519
Great Lakes Retirement
Ohio
$36.5K +$36.5K +390 New
WBC
520
Westpac Banking Corp
Australia
$34.4K – – –
GCS
521
Gordian Capital (Singapore)
Singapore
$33.9K – – –
GI
522
GAMMA Investing
California
$31K +$6.46K +69 +26%
SWM
523
Spire Wealth Management
Virginia
$28.1K -$19.3K -206 -41%
LS
524
Livforsakringsbolaget Skandia
Sweden
$28.1K – – –
IWA
525
IBEX Wealth Advisors
New Jersey
$27.9K +$27.9K +298 New
19 20
21
22 23