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Okta
OKTA

Overview Fund Activity

650 hedge funds and large institutions have $13.9B invested in Okta in 2024 Q1 according to their latest regulatory filings, with 105 funds opening new positions, 241 increasing their positions, 206 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
650
Holders Change
+36
Holders Change %
+5.86%
% of All Funds
9.42%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.25%
New
105
Increased
241
Reduced
206
Closed
62
Calls
$773M
Puts
$439M
Net Calls
+$334M
Net Calls Change
-$226M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
$207M
2
VOYA Investment Management
VOYA Investment Management
Georgia
$601M
3
Primecap Management
Primecap Management
California
$141M
4
Sands Capital Management
Sands Capital Management
Virginia
$946M
5
PCM
Penserra Capital Management
California
$70.1M

Top Sellers

1
Cerity Partners
Cerity Partners
New York
$1.97M
2
Morgan Stanley
Morgan Stanley
New York
$180M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$33M
4
Marshall Wace
Marshall Wace
United Kingdom
$109M
5
First Trust Advisors
First Trust Advisors
Illinois
$346M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWC
601
TD Waterhouse Canada
Ontario, Canada
$4.51K – – –
JAM
602
JCIC Asset Management
Ontario, Canada
$4.19K – – –
TCM
603
Tradewinds Capital Management
Washington
$4.19K – – –
CFGS
604
Concourse Financial Group Securities
Alabama
$4.18K – – –
VNA
605
Valley National Advisers
Pennsylvania
$4K +$1.5K +15 +60%
SAM
606
Smartleaf Asset Management
Massachusetts
$3.88K +$3.88K +37 New
CFB
607
Cullen/Frost Bankers
Texas
$3.87K +$1.78K +17 +85%
MPWT
608
MassMutual Private Wealth & Trust
Connecticut
$3.56K +$523 +5 +17%
CAM
609
Creekmur Asset Management
Illinois
$3.14K – – –
SIS
610
Sound Income Strategies
Florida
$3.14K – – –
VAG
611
VisionPoint Advisory Group
Texas
$3.14K +$209 +2 +7%
FMB
612
Field & Main Bank
Kentucky
$3.14K – – –
IA
613
IFS Advisors
Kansas
$3.14K – – –
WIM
614
Westside Investment Management
California
$3K – – –
FPB
615
First PREMIER Bank
South Dakota
$3K +$3K +31 New
TRCT
616
Tower Research Capital (TRC)
New York
$2.51K -$364K -3,478 -99%
WAG
617
Wiser Advisor Group
Arizona
$2.51K – – –
CMBA
618
C.M. Bidwell & Associates
Hawaii
$2.3K – – –
FFO
619
Fortitude Family Office
Arizona
$2.3K – – –
S
620
Sachetta
Massachusetts
$2.17K – – –
FMP
621
Financial Management Professionals
Texas
$2K – – –
VWA
622
Valued Wealth Advisors
Utah
$1.99K – – –
CHC
623
City Holding Co
West Virginia
$1.88K – – –
FGAM
624
Financial Gravity Asset Management
Texas
$1.77K +$1.77K +17 New
SIC
625
SJS Investment Consulting
Ohio
$1.67K – – –
23 24
25
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