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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 %
BF
626
BOK Financial
Oklahoma
$281 +$281 +3 New
GI
627
Gradient Investments
Minnesota
$281 +$281 +3 New
CPG
628
Cornerstone Planning Group
New Jersey
$249 – – –
TIM
629
Tortoise Investment Management
New York
$187 – – –
BWP
630
Baldwin Wealth Partners
Massachusetts
$187 +$187 +2 New
BHWM
631
Beaird Harris Wealth Management
Texas
$9 – – –
AssetMark Inc
632
AssetMark Inc
California
$3 -$3 – –
DWM
633
Dogwood Wealth Management
Kansas
$2 -$2 – –
BAAM
634
Baker Avenue Asset Management
California
– -$565K -525,379 Closed
Alyeska Investment Group
635
Alyeska Investment Group
Illinois
– -$52.1M -498,289 Closed
SHCM
636
Sachem Head Capital Management
New York
– -$49.8M -475,900 Closed
SFM
637
Soros Fund Management
New York
– -$44.6M -426,326 Closed
WorldQuant Millennium Advisors
638
WorldQuant Millennium Advisors
New York
– -$37.7M -360,363 Closed
Point72 Asset Management
639
Point72 Asset Management
Connecticut
– -$25.4M -243,100 Closed
IG
640
ING Group
Netherlands
– -$24.8M -236,800 Closed
MWM
641
Moran Wealth Management
Florida
– -$16.6M -158,479 Closed
Two Sigma Advisers
642
Two Sigma Advisers
New York
– -$16.1M -154,160 Closed
CSS
643
Cubist Systematic Strategies
Connecticut
– -$14.7M -140,071 Closed
QC
644
Quadrature Capital
United Kingdom
– -$13.1M -125,303 Closed
CFM
645
Coronation Fund Managers
South Africa
– -$11.7M -111,522 Closed
Voloridge Investment Management
646
Voloridge Investment Management
Florida
– -$11M -105,203 Closed
SC
647
Shellback Capital
Massachusetts
– -$7.78M -74,326 Closed
LG
648
Leuthold Group
Minnesota
– -$7.35M -70,262 Closed
FAM
649
Fred Alger Management
New York
– -$7.04M -67,322 Closed
TI
650
Trexquant Investment
Connecticut
– -$5.02M -48,023 Closed
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