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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
Cetera Investment Advisers
351
Cetera Investment Advisers
Illinois
$734K -$104K -614 -14%
CF
352
Centaurus Financial
California
$714K +$54K +318 +10%
WPW
353
Waldron Private Wealth
Pennsylvania
$708K -$2.89K -17 -0.5%
CB
354
Commerce Bank
Missouri
$706K +$139K +816 +30%
SWP
355
Stratos Wealth Partners
Ohio
$704K +$1.19K +7 +0.2%
MIH
356
Meitav Investment House
Israel
$694K -$174K -1,023 -23%
AIM
357
Aigen Investment Management
New York
$693K -$1.57M -9,248 -73%
TCM
358
Thames Capital Management
New Jersey
$689K +$584K +3,440 New
VFA
359
Voya Financial Advisors
Connecticut
$675K -$5.43K -32 -0.9%
FFS
360
Founders Financial Securities
Maryland
$657K +$161K +948 +42%
MC
361
Maverick Capital
Texas
$654K +$554K +3,266 New
FHA
362
Flagship Harbor Advisors
Massachusetts
$650K +$13.9K +82 +3%
Janney Montgomery Scott
363
Janney Montgomery Scott
Pennsylvania
$640K +$5.26K +31 +1%
CANY
364
Caxton Associates (New York)
New York
$633K -$2.16M -12,741 -80%
AIG
365
American International Group
New York
$630K +$130K +764 +32%
SC
366
Scotia Capital
Ontario, Canada
$617K +$72.5K +427 +16%
KWM
367
Kingsview Wealth Management
Oregon
$614K +$220K +1,294 +73%
AIM
368
Allen Investment Management
New York
$614K +$520K +3,065 New
FAB
369
First American Bank
Illinois
$613K -$4.24K -25 -0.8%
CIAS
370
Capital Investment Advisory Services
North Carolina
$609K +$17K +100 +3%
CAMG
371
CWA Asset Management Group
Florida
$605K +$513K +3,020 New
GWM
372
Geneos Wealth Management
Colorado
$604K -$67.4K -397 -12%
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$597K
Impax Asset Management Group
374
Impax Asset Management Group
United Kingdom
$570K +$13.4K +79 +3%
ARG
375
Advisory Resource Group
Oklahoma
$554K +$470K +2,767 New