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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 %
SSB
501
Sandy Spring Bank
Maryland
$44.3K – – –
CWM
502
Cedar Wealth Management
California
$44K – – –
FHA
503
First Horizon Advisors
Tennessee
$41.2K +$3.57K +48 +9%
SAM
504
Smartleaf Asset Management
Massachusetts
$38.6K +$23.5K +317 +155%
GWSG
505
GPS Wealth Strategies Group
Colorado
$38.2K – – –
HFM
506
Hartford Financial Management
Connecticut
$37.2K – – –
FCAS
507
First Command Advisory Services
Texas
$37.2K – – –
GTAM
508
Global Trust Asset Management
Florida
$36.4K -$1.71K -23 -4%
BTI
509
Blue Trust Inc
Georgia
$34.8K +$17.9K +191 +106%
GRP
510
Global Retirement Partners
California
$34.2K -$38.4K -516 -53%
LC
511
Lindbrook Capital
California
$34.2K -$2.68K -36 -7%
MCM
512
Manchester Capital Management
Vermont
$33.1K +$2.53K +34 +8%
LIS
513
Legacy Investment Solutions
Idaho
$32K +$32K +408 New
LWMI
514
Legacy Wealth Management (Idaho)
Idaho
$32K +$32K +408 New
EWA
515
EverSource Wealth Advisors
Alabama
$31.5K -$124K -1,671 -80%
GA
516
GoalVest Advisory
New York
$30.5K – – –
WBC
517
Westpac Banking Corp
Australia
$27.3K – – –
AAP
518
Arax Advisory Partners
Colorado
$27.3K +$22.3K +300 +448%
GCS
519
Gordian Capital (Singapore)
Singapore
$26.9K – – –
FFWM
520
Future Financial Wealth Management
Ohio
$26K +$26K +350 New
IUHSA
521
Itau Unibanco Holding S.A.
Brazil
$25K +$25K +336 New
SWM
522
Spire Wealth Management
Virginia
$22.3K – – –
CFB
523
Cullen/Frost Bankers
Texas
$21.9K +$20.5K +276 +1,453%
VSQM
524
V-Square Quantitative Management
Illinois
$21K +$21K +282 New
GI
525
GAMMA Investing
California
$20.9K -$3.72K -50 -15%
19 20
21
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