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582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$634K -$141K -2,464 -21%
DACG
327
Donor Advised Charitable Giving
California
$630K
TCM
328
Triumph Capital Management
Colorado
$625K -$76.7K -1,344 -13%
CC
329
Cipher Capital
New York
$616K +$515K +9,013 New
Franklin Resources
330
Franklin Resources
California
$605K +$26.2K +458 +5%
HCMT
331
Highland Capital Management (Tennessee)
Tennessee
$598K -$6.39K -112 -1%
BAMCO Inc
332
BAMCO Inc
New York
$571K -$118K -2,065 -20%
Cetera Investment Advisers
333
Cetera Investment Advisers
Illinois
$571K +$140K +2,458 +42%
PNC Financial Services Group
334
PNC Financial Services Group
Pennsylvania
$565K -$65.3K -1,144 -12%
AAS
335
Ameritas Advisory Services
Nebraska
$561K +$21.1K +370 +5%
PAWA
336
Palo Alto Wealth Advisors
California
$560K +$468K +8,190 New
Public Sector Pension Investment Board (PSP Investments)
337
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$553K +$462K +8,100 New
RP
338
Riverbridge Partners
Minnesota
$529K
BAAM
339
Baker Avenue Asset Management
California
$528K +$1.88K +33 +0%
BBVA
340
Banco Bilbao Vizcaya Argentaria
Spain
$514K +$799 +14 +0.2%
CC
341
Centiva Capital
New York
$506K +$423K +7,400 New
X
342
Xponance
Pennsylvania
$504K +$133K +2,338 +46%
XT
343
XTX Topco
Cayman Islands
$496K +$184K +3,215 +79%
GWM
344
Geneos Wealth Management
Colorado
$492K +$78.6K +1,377 +24%
DCM
345
Dupont Capital Management
Delaware
$476K +$387K +6,779 +3,725%
FRA
346
Frank Rimerman Advisors
California
$474K
Wealthfront Advisers
347
Wealthfront Advisers
California
$473K +$395K +6,924 New
LNWWM
348
Laird Norton Wetherby Wealth Management
California
$468K +$90.6K +1,587 +30%
OC
349
Oppenheimer & Co
New York
$454K +$51K +894 +16%
WCM
350
Washington Capital Management
Washington
$451K