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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
626
MV Capital Management
Maryland
$656 -$95 -1 -13%
PS
627
PayPay Securities
Japan
$655 -$473 -5 -42%
T
628
Tidemark
California
$468 +$473 +5 New
AF
629
Advisornet Financial
Minnesota
$374 -$947 -10 -71%
TFF
630
The Family Firm
Maryland
$374 +$379 +4 New
MA
631
Montag & Associates
Georgia
$281
BF
632
BOK Financial
Oklahoma
$281 +$284 +3 New
GI
633
Gradient Investments
Minnesota
$281 +$284 +3 New
CPG
634
Cornerstone Planning Group
New Jersey
$249
TIM
635
Tortoise Investment Management
New York
$187
BWP
636
Baldwin Wealth Partners
Massachusetts
$187 +$189 +2 New
BHWM
637
Beaird Harris Wealth Management
Texas
$9
AssetMark Inc
638
AssetMark Inc
California
$3
DWM
639
Dogwood Wealth Management
Kansas
$2
BAAM
640
Baker Avenue Asset Management
California
-$565K -525,379 Closed
Alyeska Investment Group
641
Alyeska Investment Group
Illinois
-$52.1M -498,289 Closed
SHCM
642
Sachem Head Capital Management
New York
-$49.8M -475,900 Closed
SFM
643
Soros Fund Management
New York
-$40.4M -426,326 Closed
WorldQuant Millennium Advisors
644
WorldQuant Millennium Advisors
New York
-$37.7M -360,363 Closed
Point72 Asset Management
645
Point72 Asset Management
Connecticut
-$25.4M -243,100 Closed
IG
646
ING Group
Netherlands
-$24.8M -236,800 Closed
MWM
647
Moran Wealth Management
Florida
-$16.6M -158,479 Closed
Two Sigma Advisers
648
Two Sigma Advisers
New York
-$16.1M -154,160 Closed
CSS
649
Cubist Systematic Strategies
Connecticut
-$13.3M -140,071 Closed
QC
650
Quadrature Capital
United Kingdom
-$13.1M -125,303 Closed