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620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21%86.32% (+5.1%)

4% more funds holding

Funds holding: 599620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
301
Kestra Advisory Services
Texas
$705K +$43.1K +565 +8%
HCA
302
Harbor Capital Advisors
Illinois
$696K -$449K -5,883 -43%
PNC Financial Services Group
303
PNC Financial Services Group
Pennsylvania
$694K -$10.8K -142 -2%
Wealth Enhancement Advisory Services
304
Wealth Enhancement Advisory Services
Minnesota
$666K +$337K +4,416 +150%
Janney Montgomery Scott
305
Janney Montgomery Scott
Pennsylvania
$649K -$7.4K -97 -1%
Teacher Retirement System of Texas
306
Teacher Retirement System of Texas
Texas
$645K -$373K -4,885 -41%
PP
307
Prudential plc
United Kingdom
$643K
CAPTRUST Financial Advisors
308
CAPTRUST Financial Advisors
North Carolina
$641K +$174K +2,275 +47%
SLAM
309
Swiss Life Asset Management
$633K -$757K -9,921 -59%
Simplex Trading
310
Simplex Trading
Illinois
$633K +$534K +6,997 New
FFN
311
Focus Financial Network
Minnesota
$626K +$527K +6,910 New
EI
312
Ethic Inc
New York
$619K +$50.7K +664 +11%
M&T Bank
313
M&T Bank
New York
$605K -$63.2K -829 -11%
VA
314
Valmark Advisers
Ohio
$587K -$6.87K -90 -1%
X
315
Xponance
Pennsylvania
$585K +$2.52K +33 +0.5%
ADIM
316
Alpha DNA Investment Management
Maryland
$560K -$91.3K -1,197 -16%
GLA
317
Great Lakes Advisors
Illinois
$557K +$470K +6,155 New
CC
318
Corton Capital
Ontario, Canada
$554K -$3.89K -51 -0.8%
LNWWM
319
Laird Norton Wetherby Wealth Management
California
$553K -$29.3K -384 -6%
CCIA
320
Campbell & Co Investment Adviser
Maryland
$547K -$1.27M -16,675 -73%
ET
321
Entropy Technologies
New York
$539K +$454K +5,953 New
WBC
322
Westpac Banking Corp
Australia
$538K +$204K +2,674 +82%
SFG
323
Synergy Financial Group
California
$535K -$1.75K -23 -0.4%
ASN
324
Advisory Services Network
Georgia
$534K -$12.5K -164 -3%
BAAM
325
Baker Avenue Asset Management
California
$534K +$2.9K +38 +0%