OKTA icon

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 %
CAL
526
Capital Advisors Ltd
Ohio
$25K – – –
CSB
527
City State Bank
Iowa
$24.3K – – –
MG
528
Mather Group
Illinois
$24.3K +$18.9K +181 +355%
IAIM
529
International Assets Investment Management
Florida
$23.9K +$23.9K +255 New
IC
530
Innealta Capital
Texas
$21.7K +$21.7K +232 New
RTC
531
Riverview Trust Company
Washington
$19.3K – – –
BTI
532
Blue Trust Inc
Georgia
$18.9K +$11.2K +107 +145%
SAM
533
Smartleaf Asset Management
Massachusetts
$18.9K +$15.5K +168 +454%
HCP
534
Hexagon Capital Partners
Arkansas
$18.7K +$2.81K +30 +18%
Bank Julius Baer & Co
535
Bank Julius Baer & Co
Switzerland
$18.7K -$2.08K -20 -10%
NS
536
NBC Securities
Alabama
$18K – – –
RWMG
537
Redwood Wealth Management Group
New Jersey
$17.3K +$17.3K +185 New
HI
538
Harbour Investments
Wisconsin
$16.3K -$7.96K -85 -33%
ADL
539
Asset Dedication LLC
California
$15.7K +$14.6K +156 +1,300%
HFS
540
Hantz Financial Services
Michigan
$15K +$9.29K +96 +163%
PP
541
Pacifica Partners
Canada
$14.3K – – –
FP
542
Financial Perspectives
Minnesota
$14.1K – – –
OIA
543
Optimum Investment Advisors
Illinois
$14K -$18.7K -200 -57%
HIIFS
544
Harel Insurance Investments & Financial Services
Israel
$13K +$1.22K +13 +10%
PTC
545
Private Trust Company
Ohio
$11.7K – – –
MIM
546
Macroview Investment Management
Maryland
$11.3K +$1.12K +12 +11%
TFGT
547
TS Financial Group (TSFG)
Illinois
$11K – – –
UWS
548
Unique Wealth Strategies
Illinois
$10.5K +$10.5K +100 New
CFO
549
CVA Family Office
Colorado
$10.3K +$468 +5 +5%
OWA
550
Opal Wealth Advisors
New York
$9.83K +$9.83K +105 New
20 21
22
23 24