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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 %
CG
676
Cutler Group
California
– -$503K -5,567 Closed
JFG
677
Jefferies Financial Group
New York
– -$495K -5,473 Closed
M1FG
678
Mach-1 Financial Group
Arkansas
– -$495K -5,468 Closed
ALAM
679
Asahi Life Asset Management
Japan
– -$325K -3,595 Closed
WP
680
Woodline Partners
California
– -$291K -3,218 Closed
FFWA
681
FRG Family Wealth Advisors
Washington
– -$263K -2,900 Closed
Impax Asset Management Group
682
Impax Asset Management Group
United Kingdom
– -$252K -2,789 Closed
ASGS
683
Alpha Square Group S
New York
– -$226K -2,500 Closed
LCM
684
Landscape Capital Management
New Jersey
– -$220K -2,430 Closed
GIA
685
Gladstone Institutional Advisory
Florida
– -$211K -2,332 Closed
TCM
686
Teza Capital Management
Illinois
– -$209K -2,312 Closed
GAM
687
Groupama Asset Management
France
– -$167K -1,847 Closed
SOW
688
State of Wyoming
Wyoming
– -$166K -1,831 Closed
AS
689
AM Squared
Hong Kong
– -$163K -1,800 Closed
AFG
690
Albion Financial Group
Utah
– -$90.5K -1,000 Closed
QPBE
691
Quintet Private Bank (Europe)
Luxembourg
– -$70.9K -783 Closed
CP
692
Castleview Partners
Texas
– -$48.9K -540 Closed
LA
693
LM Advisors
California
– -$27.2K -300 Closed
GWS
694
Glassman Wealth Services
Virginia
– -$25.3K -279 Closed
TVAMP
695
Tennessee Valley Asset Management Partners
Tennessee
– -$19K -210 Closed
BMC
696
Bear Mountain Capital
Washington
– -$15.4K -186 Closed
Loomis, Sayles & Company
697
Loomis, Sayles & Company
Massachusetts
– -$13K -139 Closed
PVH
698
Psagot Value Holdings
Israel
– -$8K -92 Closed
LIWM
699
Long Island Wealth Management
New York
– -$5K -56 Closed
WCM
700
Winthrop Capital Management
Indiana
– -$4.98K -55 Closed
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