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570 hedge funds and large institutions have $6.79B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 156 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 156

28% more call options, than puts

Call options by funds: $451M | Put options by funds: $353M

1.08% less ownership

Funds ownership: 80.19%79.11% (-1.1%)

6% less funds holding

Funds holding: 605570 (-35)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 108

38% less capital invested

Capital invested by funds: $10.9B → $6.79B (-$4.15B)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
570
Holders Change
-35
Holders Change %
-5.79%
% of All Funds
9.82%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
241
Reduced
156
Closed
108
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
301
Independent Advisor Alliance
North Carolina
$570K -$60.1K -698 -7%
FCM
302
Firsthand Capital Management
California
$569K
TMC
303
Trellus Management Company
Florida
$569K +$430K +5,000 +100%
EWM
304
Elite Wealth Management
Washington
$558K -$33.2K -386 -4%
Nordea Investment Management
305
Nordea Investment Management
Sweden
$555K +$55.4K +644 +7%
TSS
306
Two Sigma Securities
New York
$547K -$324K -3,770 -28%
IAIM
307
Industrial Alliance Investment Management
Quebec, Canada
$535K +$30.7K +357 +4%
PNC Financial Services Group
308
PNC Financial Services Group
Pennsylvania
$534K +$94.3K +1,096 +13%
SFG
309
Synergy Financial Group
California
$531K
Jacobs Levy Equity Management
310
Jacobs Levy Equity Management
New Jersey
$531K +$803K +9,331 New
BAAM
311
Baker Avenue Asset Management
California
$525K -$2.15K -25 -0%
DACG
312
Donor Advised Charitable Giving
California
$524K
GCM
313
Graham Capital Management
Connecticut
$521K -$495K -5,757 -39%
VanEck Associates
314
VanEck Associates
New York
$518K +$784K +9,117 New
HCMT
315
Highland Capital Management (Tennessee)
Tennessee
$504K -$8.78K -102 -1%
IIM
316
INTECH Investment Management
Florida
$500K
AC
317
Allstate Corporation
Illinois
$478K -$486K -5,650 -40%
Franklin Resources
318
Franklin Resources
California
$477K -$176M -2,049,337 -100%
PWM
319
Perigon Wealth Management
California
$473K +$222K +2,577 +45%
LSERS
320
Louisiana State Employees Retirement System
Louisiana
$461K
TWC
321
TD Waterhouse Canada
Ontario, Canada
$460K -$11.1K -129 -2%
HVM
322
Harvest Volatility Management
Connecticut
$447K -$16.6K -193 -2%
AAS
323
Ameritas Advisory Services
Nebraska
$446K +$2.24K +26 +0.3%
BBVA
324
Banco Bilbao Vizcaya Argentaria
Spain
$445K +$652K +7,582 New
RP
325
Riverbridge Partners
Minnesota
$441K