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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
LWAC
326
Laurel Wealth Advisors (California)
California
$957K -$2.5K -12 -0.3%
IIM
327
Ironwood Investment Management
Massachusetts
$954K -$1.67K -8 -0.2%
Mercer Global Advisors
328
Mercer Global Advisors
Colorado
$945K -$8.55K -41 -0.9%
CAM
329
Concorde Asset Management
Michigan
$939K +$915K +4,391 New
CC
330
Centiva Capital
New York
$938K -$215K -1,031 -19%
CIBC Asset Management
331
CIBC Asset Management
Ontario, Canada
$929K +$22.5K +108 +3%
VIA
332
Vident Investment Advisory
Georgia
$928K -$382K -1,833 -30%
GIA
333
Gladstone Institutional Advisory
Florida
$918K +$54.2K +260 +6%
M&T Bank
334
M&T Bank
New York
$878K +$64.2K +308 +8%
PFGIA
335
Patriot Financial Group Insurance Agency
Massachusetts
$876K +$817K +3,917 +2,176%
NL
336
NVWM LLC
Pennsylvania
$872K -$456K -2,189 -35%
DT
337
Diversified Trust
Tennessee
$871K -$13.8K -66 -2%
PGCM
338
Prescott Group Capital Management
Oklahoma
$855K
AAM
339
Azzad Asset Management
Virginia
$848K +$18.1K +87 +2%
FHA
340
Flagship Harbor Advisors
Massachusetts
$845K +$147K +704 +22%
CAM
341
Cresset Asset Management
Illinois
$833K -$85.7K -411 -10%
IEFM
342
IQ EQ Fund Management
Ireland
$833K +$427K +2,046 +111%
AF
343
Advisornet Financial
Minnesota
$822K -$311K -1,490 -28%
WAM
344
Weatherly Asset Management
California
$820K +$399K +1,913 +99%
GW
345
GW & Wade
Massachusetts
$815K
DCM
346
Dupont Capital Management
Delaware
$803K -$165K -791 -17%
Schroder Investment Management Group
347
Schroder Investment Management Group
United Kingdom
$801K -$4.57M -21,934 -86%
DBT
348
Dubuque Bank & Trust
Iowa
$799K -$10.4K -50 -1%
IRF
349
IBM Retirement Fund
New York
$799K +$219K +1,050 +39%
CG
350
Caprock Group
Idaho
$791K -$16.7K -80 -2%