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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 %
1832 Asset Management
576
1832 Asset Management
Ontario, Canada
$4.68K +$4.68K +50 New
TWC
577
TD Waterhouse Canada
Ontario, Canada
$4.16K – – –
LWCFA
578
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.02K +$4.02K +40 New
ZB
579
Zions Bancorporation
Utah
$3.84K -$4.31K -46 -53%
TCM
580
Tradewinds Capital Management
Washington
$3.75K – – –
SIC
581
Salem Investment Counselors
North Carolina
$3.75K +$3.75K +40 New
AGWCA
582
Annis Gardner Whiting Capital Advisors
Florida
$3.18K -$1.22K -13 -28%
FC
583
Fairscale Capital
New Hampshire
$3.01K +$3.01K +30 New
VNA
584
Valley National Advisers
Pennsylvania
$3K -$429 -5 -13%
MPWT
585
MassMutual Private Wealth & Trust
Connecticut
$2.9K -$281 -3 -9%
RCM
586
Raleigh Capital Management
North Carolina
$2.87K +$1.48K +16 +107%
FMB
587
Field & Main Bank
Kentucky
$2.81K – – –
CAM
588
Creekmur Asset Management
Illinois
$2.81K – – –
SIS
589
Sound Income Strategies
Florida
$2.81K – – –
IA
590
IFS Advisors
Kansas
$2.81K – – –
BLC
591
Brown, Lisle/Cummings
Rhode Island
$2.81K +$2.81K +30 New
WIM
592
Westside Investment Management
California
$2.71K – – –
VAG
593
VisionPoint Advisory Group
Texas
$2.62K -$187 -2 -7%
WAG
594
Wiser Advisor Group
Arizona
$2.25K – – –
S
595
Sachetta
Massachusetts
$2.23K – – –
SC
596
SouthState Corp
Florida
$2.15K +$1.5K +16 +229%
CMBA
597
C.M. Bidwell & Associates
Hawaii
$2.06K – – –
FFO
598
Fortitude Family Office
Arizona
$2.06K – – –
CFB
599
Cullen/Frost Bankers
Texas
$1.78K -$1.69K -18 -49%
VWA
600
Valued Wealth Advisors
Utah
$1.78K – – –
22 23
24
25 26