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611 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 197

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $19.3B → $21.2B (+$1.97B)

1% more funds holding

Funds holding: 605611 (+6)

0.08% more ownership

Funds ownership: 82.84%82.92% (+0.08%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

28% less call options, than puts

Call options by funds: $742M | Put options by funds: $1.03B

Holders
611
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
236
Reduced
197
Closed
78
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
276
Elite Wealth Management
Washington
$1.55M +$90.5K +434 +6%
KAS
277
Kestra Advisory Services
Texas
$1.55M +$21.5K +103 New
GC
278
Guggenheim Capital
Illinois
$1.5M +$320K +1,534 +28%
TI
279
Trexquant Investment
Connecticut
$1.46M -$5.84M -28,005 -80%
KA
280
Kovack Advisors
Florida
$1.45M -$99K -475 -7%
MAFM
281
Mid Atlantic Financial Management
Pennsylvania
$1.43M -$45K -216 -3%
BCI
282
Brinker Capital Investments
Pennsylvania
$1.4M +$1.36M +6,532 New
Teacher Retirement System of Texas
283
Teacher Retirement System of Texas
Texas
$1.39M +$585K +2,807 +76%
Mackenzie Financial
284
Mackenzie Financial
Ontario, Canada
$1.37M +$336K +1,613 +34%
PAG
285
Private Advisor Group
New Jersey
$1.34M -$1.36M -6,505 -51%
BCP
286
Blackhawk Capital Partners
Wisconsin
$1.33M -$537K -2,577 -28%
DADC
287
D.A. Davidson & Co
Montana
$1.32M +$56.1K +269 +5%
AB
288
Amalgamated Bank
New York
$1.3M -$22.1K -106 -2%
CAMG
289
CWA Asset Management Group
Florida
$1.3M +$637K +3,058 +101%
AIL
290
AGF Investments LLC
Ontario, Canada
$1.28M -$92.6K -444 -7%
CBA
291
Coastal Bridge Advisors
Connecticut
$1.28M
CCMW
292
Cypress Capital Management (Wyoming)
Wyoming
$1.28M -$1.88K -9 -0.2%
AA
293
ALPS Advisors
Colorado
$1.26M +$240K +1,152 +24%
OC
294
Oppenheimer & Co
New York
$1.26M -$3.37M -16,189 -73%
NFG
295
Next Financial Group
Texas
$1.24M +$945K +4,534 +356%
PAM
296
Panagora Asset Management
Massachusetts
$1.24M +$633K +3,038 +111%
AMCA
297
Arthur M. Cohen & Associates
Illinois
$1.22M +$223K +1,071 +23%
RA
298
Rational Advisors
New York
$1.21M -$20.8K -100 -2%
AAS
299
Avantax Advisory Services
Texas
$1.19M +$821K +3,936 +238%
AWS
300
AJ Wealth Strategies
New York
$1.19M