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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 %
FC
576
Fairscale Capital
New Hampshire
$2.23K – – –
FMB
577
Field & Main Bank
Kentucky
$2.23K – – –
SIS
578
Sound Income Strategies
Florida
$2.23K – – –
IA
579
IFS Advisors
Kansas
$2.23K – – –
JIP
580
Jaffetilchin Investment Partners
Florida
$2.16K +$2.16K +29 New
BCV
581
Banque Cantonale Vaudoise
Switzerland
$2K -$189K -2,648 -99%
HWM
582
Hemington Wealth Management
Virginia
$2K +$2K +36 New
SC
583
SouthState Corp
Florida
$1.71K – – –
VWA
584
Valued Wealth Advisors
Utah
$1.71K +$297 +4 +21%
CA
585
Continuum Advisory
Idaho
$1.69K +$692 +9 +69%
WAG
586
Wiser Advisor Group
Arizona
$1.64K -$149 -2 -8%
CMBA
587
C.M. Bidwell & Associates
Hawaii
$1.64K – – –
FFO
588
Fortitude Family Office
Arizona
$1.64K – – –
HIA
589
Harbor Investment Advisory
Maryland
$1.49K -$4.54K -61 -75%
DPW
590
DiNuzzo Private Wealth
Pennsylvania
$1.26K +$297 +4 +31%
CIAS
591
CBIZ Investment Advisory Services
Ohio
$1.26K – – –
SIC
592
SJS Investment Consulting
Ohio
$1.19K – – –
RCM
593
Raleigh Capital Management
North Carolina
$1.12K -$1.19K -16 -52%
BSB
594
Bangor Savings Bank
Maine
$1.04K – – –
FMP
595
Financial Management Professionals
Texas
$1K – – –
TPCW
596
TD Private Client Wealth
New York
$966 – – –
FWM
597
FSA Wealth Management
Massachusetts
$966 +$966 +13 New
ADL
598
Asset Dedication LLC
California
$893 -$11.6K -156 -93%
CSC
599
Caldwell Sutter Capital
California
$892 – – –
GEA
600
Glen Eagle Advisors
New Jersey
$743 – – –
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