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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 %
RCM
626
Raleigh Capital Management
North Carolina
$1.57K -$34.2K -327 -96%
BSB
627
Bangor Savings Bank
Maine
$1.47K -$19.8K -189 -93%
AF
628
Advisornet Financial
Minnesota
$1.47K -$1.26K -12 -46%
TPCW
629
TD Private Client Wealth
New York
$1.47K +$1.47K +14 New
FWM
630
FSA Wealth Management
Massachusetts
$1.36K – – –
CA
631
Continuum Advisory
Idaho
$1.28K +$1.28K +13 New
PMFA
632
Plante Moran Financial Advisors
Michigan
$1.26K -$3.14K -30 -71%
CSC
633
Caldwell Sutter Capital
California
$1.26K -$1.15K -11 -48%
PS
634
PayPay Securities
Japan
$1.26K -$209 -2 -14%
DPW
635
DiNuzzo Private Wealth
Pennsylvania
$1.05K – – –
SWS
636
SYSTM Wealth Solutions
Illinois
$1.05K +$1.05K +10 New
GEA
637
Glen Eagle Advisors
New Jersey
$1.05K – – –
ME
638
McIlrath & Eck
Washington
$1.05K – – –
BCH
639
Berkshire Capital Holdings
California
$1.05K – – –
ADL
640
Asset Dedication LLC
California
$1K -$667 -8 -40%
TFA
641
Transamerica Financial Advisors
Florida
$1K – – –
MCM
642
MV Capital Management
Maryland
$837 +$732 +7 +700%
SC
643
SouthState Corp
Florida
$732 +$732 +7 New
TWD
644
True Wealth Design
Ohio
$524 +$419 +4 +400%
Credit Agricole
645
Credit Agricole
France
$375 -$6.84K -73 -95%
MA
646
Montag & Associates
Georgia
$314 – – –
CPG
647
Cornerstone Planning Group
New Jersey
$290 – – –
TIM
648
Tortoise Investment Management
New York
$209 – – –
FIA
649
FNY Investment Advisers
New York
$158 +$158 +1,514 New
LFG
650
Larson Financial Group
Missouri
$105 – – –
24 25
26
27 28