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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 %
TCPG
551
Trivant Custom Portfolio Group
California
$9.36K – – –
RIL
552
Rothschild Investment LLC
Illinois
$9.36K – – –
AA
553
Addison Advisors
Vermont
$9.36K – – –
TCOV
554
Trust Company of Vermont
Vermont
$9.36K +$9.36K +100 New
BIA
555
Bell Investment Advisors
California
$9.27K +$936 +10 +11%
ETC
556
Exchange Traded Concepts
Oklahoma
$9.08K +$9.08K +97 New
BGAI
557
Bruce G. Allen Investments
Colorado
$8.89K -$374 -4 -4%
AWM
558
Avior Wealth Management
Nebraska
$8.61K -$6.09K -65 -41%
PWMG
559
Private Wealth Management Group
New Jersey
$8.24K +$2.62K +28 +47%
AA
560
AlphaMark Advisors
Kentucky
$8K – – –
WWM
561
Wolff Wiese Magana
California
$7.77K – – –
TIM
562
Thompson Investment Management
Wisconsin
$7.68K – – –
HIA
563
Harbor Investment Advisory
Maryland
$7.58K +$468 +5 +7%
JWA
564
JFS Wealth Advisors
Pennsylvania
$7.3K – – –
NCM
565
Northwest Capital Management
Oregon
$6.55K – – –
Optiver Holding
566
Optiver Holding
Netherlands
$6.46K +$6.46K +69 New
RA
567
Rise Advisors
New York
$6.37K -$562 -6 -8%
AAP
568
Arax Advisory Partners
Colorado
$6.27K +$6.27K +67 New
PFBT
569
Parkside Financial Bank & Trust
Missouri
$6.18K +$936 +10 +18%
FCA
570
FinTrust Capital Advisors
South Carolina
$6.18K – – –
CFGS
571
Concourse Financial Group Securities
Alabama
$5.99K +$2.25K +24 +60%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$5.8K +$5.8K +62 New
CAM
573
Close Asset Management
United Kingdom
$5K – – –
CTA
574
Colonial Trust Advisors
South Carolina
$4.77K – – –
CA
575
Clearstead Advisors
Ohio
$4.68K – – –
21 22
23
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