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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
RP
326
Riverbridge Partners
Minnesota
$700K +$275K +2,543 +49%
CIC
327
Carnegie Investment Counsel
Ohio
$699K -$267K -2,474 -24%
DU
328
Delphia (USA)
Ontario, Canada
$693K +$354K +3,281 +75%
PAG
329
Private Advisor Group
New Jersey
$691K +$382K +3,536 +86%
RJFSA
330
Raymond James Financial Services Advisors
Florida
$689K -$617K -5,712 -43%
VIA
331
Vident Investment Advisory
Georgia
$676K +$43.8K +406 +6%
Northwestern Mutual Wealth Management
332
Northwestern Mutual Wealth Management
Wisconsin
$656K -$345K -3,194 -31%
M&T Bank
333
M&T Bank
New York
$640K +$368K +3,407 +86%
SF
334
Synovus Financial
Georgia
$631K +$11.1K +103 +1%
TCM
335
Triumph Capital Management
Colorado
$623K +$251K +2,322 +51%
CC
336
Corton Capital
Ontario, Canada
$622K +$78K +722 +12%
PAM
337
Panagora Asset Management
Massachusetts
$609K +$398K +3,687 +121%
WorldQuant Millennium Advisors
338
WorldQuant Millennium Advisors
New York
$604K -$10.5M -96,824 -94%
DT
339
Diversified Trust
Tennessee
$588K +$130K +1,200 +23%
ESCM
340
Echo Street Capital Management
New York
$580K -$384K -3,560 -36%
EOJOAM
341
E. Ohman J:or Asset Management
Sweden
$570K
FIM
342
Freedom Investment Management
Connecticut
$561K +$382K +3,542 +133%
Cerity Partners
343
Cerity Partners
New York
$553K +$6.16K +57 +0.9%
AWS
344
AJ Wealth Strategies
New York
$551K -$70.4K -652 -10%
CAPTRUST Financial Advisors
345
CAPTRUST Financial Advisors
North Carolina
$538K +$14.8K +137 +2%
BFO
346
Boston Family Office
Massachusetts
$535K +$443K +4,100 +226%
BFS
347
Bradley Foster & Sargent
Connecticut
$533K +$636K +5,893 New
SFP
348
Shepherd Financial Partners
Massachusetts
$529K +$7.34K +68 +1%
BAAM
349
Baker Avenue Asset Management
California
$528K +$1.51K +14 +0%
MA
350
Mezzasalma Advisors
New Jersey
$525K