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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
SWP
351
Stratos Wealth Partners
Ohio
$781K +$28.4K +136 +4%
WG
352
Winton Group
United Kingdom
$769K -$4.33M -20,755 -85%
SW
353
SkyOak Wealth
Michigan
$758K -$312K -1,497 -30%
WPW
354
Waldron Private Wealth
Pennsylvania
$757K
KPCM
355
Kings Point Capital Management
New York
$748K +$188K +900 +35%
Janney Montgomery Scott
356
Janney Montgomery Scott
Pennsylvania
$741K +$56.5K +271 +8%
NA
357
NewEdge Advisors
Louisiana
$718K -$318K -1,527 -31%
CF
358
Centaurus Financial
California
$699K -$62.5K -300 -8%
WS
359
Wedbush Securities
California
$692K +$173K +828 +34%
VFA
360
Voya Financial Advisors
Connecticut
$689K -$32.1K -154 -5%
APA
361
American Portfolios Advisors
New York
$688K -$562K -2,694 -46%
Cetera Investment Advisers
362
Cetera Investment Advisers
Illinois
$683K -$98K -470 -13%
SAM
363
Shell Asset Management
Netherlands
$680K +$89.2K +428 +16%
Impax Asset Management Group
364
Impax Asset Management Group
United Kingdom
$669K +$58.4K +280 +10%
RIM
365
Redpoint Investment Management
Australia
$667K +$119K +570 +22%
AP
366
Appleton Partners
Massachusetts
$666K -$271K -1,300 -29%
ASN
367
Advisory Services Network
Georgia
$656K +$100K +480 +19%
AIM
368
Allen Investment Management
New York
$655K
CIAS
369
Capital Investment Advisory Services
North Carolina
$650K
AIG
370
American International Group
New York
$644K -$28.6K -137 -4%
GWM
371
Geneos Wealth Management
Colorado
$640K -$2.08K -10 -0.3%
FAB
372
First American Bank
Illinois
$638K -$15.6K -75 -2%
PAS
373
Park Avenue Securities
New York
$638K +$295K +1,415 +90%
PG
374
Pendal Group
Australia
$631K +$403K +1,931 +190%
DAM
375
Doheny Asset Management
California
$614K +$598K +2,870 New