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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 %
ME
601
McIlrath & Eck
Washington
$743 – – –
BCH
602
Berkshire Capital Holdings
California
$743 – – –
MPWT
603
MassMutual Private Wealth & Trust
Connecticut
$595 -$1.71K -23 -74%
KB
604
Kimelman & Baird
New York
$595 – – –
CA
605
Claris Advisors
Missouri
$595 +$595 +8 New
EC
606
Elequin Capital
New York
$595 +$595 +8 New
ZB
607
Zions Bancorporation
Utah
$446 -$2.6K -35 -85%
DWM
608
Darwin Wealth Management
Florida
$446 +$446 +6 New
PS
609
PayPay Securities
Japan
$372 -$149 -2 -29%
T
610
Tidemark
California
$372 – – –
VAMG
611
Voisard Asset Management Group
Michigan
$372 +$372 +5 New
KFI
612
Key Financial Inc
Pennsylvania
$372 +$372 +5 New
1IA
613
1620 Investment Advisors
Massachusetts
$320 +$320 +4 New
AF
614
Advisornet Financial
Minnesota
$297 – – –
MA
615
Montag & Associates
Georgia
$224 – – –
CPG
616
Cornerstone Planning Group
New Jersey
$221 – – –
TIM
617
Tortoise Investment Management
New York
$149 – – –
CTC
618
Central Trust Company
Missouri
$138 +$138 +2 New
IAIM
619
International Assets Investment Management
Florida
$131 +$128 +9,484 +3,719%
AssetMark Inc
620
AssetMark Inc
California
$77 +$77 +1 New
MCM
621
MV Capital Management
Maryland
$75 -$450 -6 -86%
AFS
622
Annapolis Financial Services
Maryland
$37 – – –
DWM
623
Dogwood Wealth Management
Kansas
$1 -$2 – –
Norges Bank
624
Norges Bank
Norway
– -$181M -1,931,895 Closed
MCMC
625
Matrix Capital Management Company
New Hampshire
– -$53.8M -575,000 Closed
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