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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 %
CAL
526
Capital Advisors Ltd
Ohio
$20K – – –
CSB
527
City State Bank
Iowa
$19.3K – – –
HCP
528
Hexagon Capital Partners
Arkansas
$19.3K +$4.46K +60 +30%
JWA
529
JFS Wealth Advisors
Pennsylvania
$18.6K +$12.8K +172 +221%
ATS
530
Ashton Thomas Securities
New York
$17.3K +$17.3K +233 New
Bank Julius Baer & Co
531
Bank Julius Baer & Co
Switzerland
$14.9K -$968 -11 -6%
CPA
532
Capital Performance Advisors
California
$14.5K +$14.5K +196 New
CA
533
CoreCap Advisors
Michigan
$14.2K +$14.2K +191 New
TWD
534
True Wealth Design
Ohio
$12.7K +$12.1K +163 +2,038%
ETC
535
Exchange Traded Concepts
Oklahoma
$12.2K +$4.98K +67 +69%
FP
536
Financial Perspectives
Minnesota
$11.2K – – –
CFO
537
CVA Family Office
Colorado
$11.2K +$2.97K +40 +36%
MIM
538
Macroview Investment Management
Maryland
$11.1K +$2.08K +28 +23%
HI
539
Harbour Investments
Wisconsin
$10.9K -$2.01K -27 -16%
CFGS
540
Concourse Financial Group Securities
Alabama
$10.3K +$5.5K +74 +116%
TCOV
541
Trust Company of Vermont
Vermont
$10.2K +$2.75K +37 +37%
PTC
542
Private Trust Company
Ohio
$9.29K – – –
HIIFS
543
Harel Insurance Investments & Financial Services
Israel
$9K -$1.69K -22 -16%
TFGT
544
TS Financial Group (TSFG)
Illinois
$9K – – –
Optiver Holding
545
Optiver Holding
Netherlands
$7.88K +$2.75K +37 +54%
WT
546
Whittier Trust
California
$7.81K +$7.81K +105 New
NC
547
nVerses Capital
Florida
$7.43K -$29.7K -400 -80%
TCPG
548
Trivant Custom Portfolio Group
California
$7.43K – – –
RIL
549
Rothschild Investment LLC
Illinois
$7.43K – – –
AA
550
Addison Advisors
Vermont
$7.43K – – –
20 21
22
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