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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
1
Fidelity Investments
Massachusetts
$1.35B
2
JCAM
2
Jericho Capital Asset Management
New York
$89M
3
Nomura Holdings
3
Nomura Holdings
Japan
$73.6M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$49.4M
5
EC
5
Eminence Capital
New York
$194M

Top Sellers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$69.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$21.6M
3
MCMC
3
Matrix Capital Management Company
New Hampshire
$0
4
American Century Companies
4
American Century Companies
Missouri
$341M
5
Truist Financial
5
Truist Financial
North Carolina
$4.21M
Name Holding Trade Value Shares
Change 		Shares
Change %
PP
701
Pacifica Partners
Canada
– -$14.3K -153 Closed
OIA
702
Optimum Investment Advisors
Illinois
– -$14K -150 Closed
OWA
703
Opal Wealth Advisors
New York
– -$9.83K -105 Closed
AA
704
AlphaMark Advisors
Kentucky
– -$8K -90 Closed
FCA
705
FinTrust Capital Advisors
South Carolina
– -$6.18K -66 Closed
ATPW
706
Ashton Thomas Private Wealth
Arizona
– -$5.8K -62 Closed
1832 Asset Management
707
1832 Asset Management
Ontario, Canada
– -$4.68K -50 Closed
LWCFA
708
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
– -$4.02K -40 Closed
VNA
709
Valley National Advisers
Pennsylvania
– -$3K -35 Closed
AGWCA
710
Annis Gardner Whiting Capital Advisors
Florida
– -$3.18K -34 Closed
BLC
711
Brown, Lisle/Cummings
Rhode Island
– -$2.81K -30 Closed
CAM
712
Creekmur Asset Management
Illinois
– -$2.81K -30 Closed
VAG
713
VisionPoint Advisory Group
Texas
– -$2.62K -28 Closed
PMFA
714
Plante Moran Financial Advisors
Michigan
– -$1.12K -12 Closed
AFWM
715
Abich Financial Wealth Management
Virginia
– -$936 -10 Closed
TFF
716
The Family Firm
Maryland
– -$374 -4 Closed
BF
717
BOK Financial
Oklahoma
– -$281 -3 Closed
GI
718
Gradient Investments
Minnesota
– -$281 -3 Closed
BWP
719
Baldwin Wealth Partners
Massachusetts
– -$187 -2 Closed
TFA
720
Transamerica Financial Advisors
Florida
– -$1K -1 Closed
BHWM
721
Beaird Harris Wealth Management
Texas
– -$9 – –
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