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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 %
CIAS
601
CBIZ Investment Advisory Services
Ohio
$1.59K +$1.59K +17 New
SIC
602
SJS Investment Consulting
Ohio
$1.5K – – –
BSB
603
Bangor Savings Bank
Maine
$1.31K – – –
TPCW
604
TD Private Client Wealth
New York
$1.22K -$94 -1 -7%
CA
605
Continuum Advisory
Idaho
$1.22K – – –
DPW
606
DiNuzzo Private Wealth
Pennsylvania
$1.22K +$281 +3 +30%
LFG
607
Larson Financial Group
Missouri
$1.22K +$1.12K +12 +1,200%
JWM
608
Janiczek Wealth Management
Colorado
$1.12K -$3.47K -37 -76%
PMFA
609
Plante Moran Financial Advisors
Michigan
$1.12K – – –
CSC
610
Caldwell Sutter Capital
California
$1.12K – – –
AW
611
Avion Wealth
Texas
$1K -$4.38K -70 -81%
FMP
612
Financial Management Professionals
Texas
$1K – – –
TFA
613
Transamerica Financial Advisors
Florida
$1K – – –
ME
614
McIlrath & Eck
Washington
$936 – – –
BCH
615
Berkshire Capital Holdings
California
$936 – – –
GEA
616
Glen Eagle Advisors
New Jersey
$936 – – –
AFWM
617
Abich Financial Wealth Management
Virginia
$936 +$936 +10 New
TWD
618
True Wealth Design
Ohio
$749 +$281 +3 +60%
KB
619
Kimelman & Baird
New York
$749 +$749 +8 New
MCM
620
MV Capital Management
Maryland
$656 -$94 -1 -13%
PS
621
PayPay Securities
Japan
$655 -$468 -5 -42%
T
622
Tidemark
California
$468 +$468 +5 New
AF
623
Advisornet Financial
Minnesota
$374 -$935 -10 -71%
TFF
624
The Family Firm
Maryland
$374 +$374 +4 New
MA
625
Montag & Associates
Georgia
$281 – – –
23 24
25
26 27