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570 hedge funds and large institutions have $6.79B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 156 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 156

28% more call options, than puts

Call options by funds: $451M | Put options by funds: $353M

1.08% less ownership

Funds ownership: 80.19%79.11% (-1.1%)

6% less funds holding

Funds holding: 605570 (-35)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 108

38% less capital invested

Capital invested by funds: $10.9B → $6.79B (-$4.15B)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
570
Holders Change
-35
Holders Change %
-5.79%
% of All Funds
9.82%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
241
Reduced
156
Closed
108
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
351
Oppenheimer & Co
New York
$327K +$83.8K +974 +20%
CBA
352
Coastal Bridge Advisors
Connecticut
$317K
FAM
353
Fred Alger Management
New York
$313K +$19.8K +230 +4%
FIM
354
Freedom Investment Management
Connecticut
$313K -$60.5K -703 -11%
Prudential Financial
355
Prudential Financial
New Jersey
$306K -$569K -6,615 -55%
CAPTRUST Financial Advisors
356
CAPTRUST Financial Advisors
North Carolina
$301K -$56.5K -657 -11%
LNWWM
357
Laird Norton Wetherby Wealth Management
California
$299K +$85.3K +991 +23%
BRWA
358
B. Riley Wealth Advisors
Florida
$291K -$45.3K -526 -9%
AIM
359
Achmea Investment Management
Netherlands
$290K
X
360
Xponance
Pennsylvania
$287K +$87.1K +1,012 +25%
NA
361
NewEdge Advisors
Louisiana
$286K -$20.7K -241 -5%
Pacer Advisors
362
Pacer Advisors
Pennsylvania
$285K +$10.7K +124 +3%
CHM
363
Collaborative Holdings Management
New York
$284K +$430K +5,000 New
AAM
364
Advisors Asset Management
Colorado
$282K -$247K -2,866 -37%
VRM
365
Vectors Research Management
New York
$280K -$21.8K -253 -5%
BMSSC
366
B. Metzler seel. Sohn & Co
Germany
$280K +$55.9K +650 +15%
AP
367
AtonRa Partners
Switzerland
$277K -$42.9K -499 -9%
CG
368
Caprock Group
Idaho
$277K +$212K +2,464 +102%
Cerity Partners
369
Cerity Partners
New York
$276K -$109K -1,264 -21%
Verition Fund Management
370
Verition Fund Management
Connecticut
$269K -$282K -3,277 -41%
AWM
371
Avior Wealth Management
Nebraska
$269K +$407K +4,732 +36,400%
HC
372
HNP Capital
New York
$267K -$22.5K -262 -5%
AC
373
Avestar Capital
New York
$265K -$337K -3,922 -46%
CI Investments Inc
374
CI Investments Inc
Ontario, Canada
$264K +$37.9K +441 +10%
KA
375
Kovack Advisors
Florida
$260K -$63.6K -739 -14%