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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
AT
376
American Trust
Kentucky
$433K -$310K -2,870 -37%
ACM
377
AlphaCrest Capital Management
New York
$432K -$320K -2,963 -38%
OC
378
Oppenheimer & Co
New York
$432K -$4.21K -39 -0.8%
PAS
379
Park Avenue Securities
New York
$407K -$877K -8,118 -64%
Macquarie Group
380
Macquarie Group
Australia
$396K -$77.4M -716,421 -99%
CC
381
Centiva Capital
New York
$393K -$1.74M -16,153 -79%
BMSSC
382
B. Metzler seel. Sohn & Co
Germany
$386K -$597K -5,525 -56%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$386K +$44.9K +416 +11%
CI Investments Inc
384
CI Investments Inc
Ontario, Canada
$380K +$434K +4,021 +2,139%
MNBTD
385
Moody National Bank Trust Division
Texas
$376K -$571K -5,290 -56%
FHA
386
Flagship Harbor Advisors
Massachusetts
$376K -$16.8K -156 -4%
GCP
387
GSA Capital Partners
United Kingdom
$372K +$445K +4,118 New
CAN
388
Cetera Advisor Networks
California
$370K +$97.6K +904 +28%
X
389
Xponance
Pennsylvania
$365K -$1.12M -10,382 -72%
LIM
390
Leavell Investment Management
Alabama
$359K -$464K -4,300 -52%
WAM
391
Weatherly Asset Management
California
$358K -$25.9K -240 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
392
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$352K +$292K +2,702 +227%
ISWM
393
Independent Solutions Wealth Management
New York
$352K -$584K -5,412 -58%
YIH
394
Y-Intercept (HK)
Hong Kong
$345K +$412K +3,819 New
LWM
395
Lyell Wealth Management
California
$342K -$5.51K -51 -1%
OQS
396
Occudo Quantitative Strategies
Florida
$341K -$1.25M -11,590 -75%
SC
397
Sepio Capital
Utah
$341K +$11.9K +110 +3%
GAM
398
Griffin Asset Management
New York
$334K +$399K +3,697 New
BA
399
Bristlecone Advisors
Washington
$331K +$67.5K +625 +21%
WPW
400
Waldron Private Wealth
Pennsylvania
$323K +$7.88K +73 +2%