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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 %
BFPW
551
BOK Financial Private Wealth
Colorado
$7.43K +$7.43K +100 New
BGAI
552
Bruce G. Allen Investments
Colorado
$7.06K – – –
BIA
553
Bell Investment Advisors
California
$6.91K -$446 -6 -6%
WWM
554
Wolff Wiese Magana
California
$6.17K – – –
TIM
555
Thompson Investment Management
Wisconsin
$6.1K – – –
HFS
556
Hantz Financial Services
Michigan
$6K -$5.63K -75 -48%
AWM
557
Avior Wealth Management
Nebraska
$5.72K -$1.12K -15 -16%
MG
558
Mather Group
Illinois
$5.64K -$11.6K -156 -67%
PFBT
559
Parkside Financial Bank & Trust
Missouri
$5.5K +$595 +8 +12%
NCM
560
Northwest Capital Management
Oregon
$5.2K – – –
RA
561
Rise Advisors
New York
$5.06K – – –
CAM
562
Close Asset Management
United Kingdom
$4K – – –
CTA
563
Colonial Trust Advisors
South Carolina
$3.79K – – –
CA
564
Clearstead Advisors
Ohio
$3.72K – – –
SIC
565
Salem Investment Counselors
North Carolina
$3.35K +$372 +5 +13%
TWC
566
TD Waterhouse Canada
Ontario, Canada
$3.19K – – –
SL
567
Salomon & Ludwin
Virginia
$3.12K +$3.12K +42 New
TCM
568
Tradewinds Capital Management
Washington
$2.97K – – –
PG
569
Proffitt & Goodson
Tennessee
$2.97K +$2.97K +40 New
SMFG
570
Sumitomo Mitsui Financial Group
Japan
$2.89K -$488K -6,592 -99%
PWMG
571
Private Wealth Management Group
New Jersey
$2.68K -$3.87K -52 -59%
WIM
572
Westside Investment Management
California
$2.65K – – –
LFG
573
Larson Financial Group
Missouri
$2.38K +$1.41K +19 +146%
S
574
Sachetta
Massachusetts
$2.23K +$446 +6 +25%
DIP
575
DT Investment Partners
Pennsylvania
$2.23K +$2.23K +30 New
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