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605 hedge funds and large institutions have $19.3B invested in Okta in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 233 increasing their positions, 137 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 57

70% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 137

68% more capital invested

Capital invested by funds: $11.5B → $19.3B (+$7.82B)

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

21% more funds holding

Funds holding: 500605 (+105)

10% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $967M

0.5% more ownership

Funds ownership: 82.33%82.84% (+0.5%)

Holders
605
Holders Change
+105
Holders Change %
+21%
% of All Funds
12.41%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.37%
New
166
Increased
233
Reduced
137
Closed
57
Calls
$1.06B
Puts
$967M
Net Calls
+$95.5M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
326
Laurel Wealth Advisors (California)
California
$898K -$3.9K -23 -0.5%
IIM
327
Ironwood Investment Management
Massachusetts
$895K -$4.24K -25 -0.6%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$893K +$429K +2,526 +131%
AP
329
Appleton Partners
Massachusetts
$883K -$229K -1,350 -23%
OAM
330
Oppenheimer Asset Management
New York
$874K +$144K +850 +24%
CAM
331
Cresset Asset Management
Illinois
$862K -$850K -5,007 -54%
CIBC Asset Management
332
CIBC Asset Management
Ontario, Canada
$848K
PA
333
Paragon Advisors
Texas
$848K +$719K +4,235 New
SC
334
Slow Capital
California
$835K -$11.5K -68 -2%
DT
335
Diversified Trust
Tennessee
$829K +$246K +1,448 +54%
CFGS
336
Concourse Financial Group Securities
Alabama
$819K +$249K +1,467 +56%
BRA
337
Blue Rock Advisors
Minnesota
$816K +$692K +4,076 New
GIA
338
Gladstone Institutional Advisory
Florida
$807K +$685K +4,032 New
PGCM
339
Prescott Group Capital Management
Oklahoma
$801K -$1.87M -11,000 -73%
AAM
340
Azzad Asset Management
Virginia
$776K -$99.8K -588 -13%
AC
341
Allstate Corporation
Illinois
$770K +$653K +3,844 New
MSL
342
Mackay Shields LLC
New York
$768K +$651K +3,834 New
GW
343
GW & Wade
Massachusetts
$763K +$647K +3,810 New
M&T Bank
344
M&T Bank
New York
$761K +$44.3K +261 +7%
DBT
345
Dubuque Bank & Trust
Iowa
$758K +$272K +1,600 +73%
CG
346
Caprock Group
Idaho
$756K +$641K +3,777 New
Tudor Investment Corp
347
Tudor Investment Corp
Connecticut
$747K -$1.44M -8,467 -69%
ECM
348
ETrade Capital Management
Virginia
$742K -$88.8K -523 -12%
Prudential Financial
349
Prudential Financial
New Jersey
$737K +$66.7K +393 +12%
Teacher Retirement System of Texas
350
Teacher Retirement System of Texas
Texas
$737K +$625K +3,679 New