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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
SLAM
376
Swiss Life Asset Management
$255K -$823K -9,567 -68%
JG
377
Jefferies Group
New York
$247K +$91.4K +1,062 +32%
FHA
378
Flagship Harbor Advisors
Massachusetts
$246K +$14.9K +173 +4%
BA
379
Bristlecone Advisors
Washington
$244K +$53.5K +622 +17%
Los Angeles Capital Management
380
Los Angeles Capital Management
California
$243K -$3.49M -40,587 -90%
CAN
381
Cetera Advisor Networks
California
$238K +$7.92K +92 +2%
MNBTD
382
Moody National Bank Trust Division
Texas
$236K
CCMG
383
Clark Capital Management Group
Pennsylvania
$235K -$94.6K -1,100 -21%
XT
384
XTX Topco
Cayman Islands
$230K +$348K +4,050 New
MMA
385
Miracle Mile Advisors
California
$229K +$347K +4,029 New
GAM
386
Griffin Asset Management
New York
$224K +$20.6K +240 +6%
MIM
387
MetLife Investment Management
New Jersey
$222K +$51.7K +601 +18%
IA
388
IFP Advisors
Florida
$222K +$109K +1,268 +66%
BZWA
389
Blue Zone Wealth Advisors
California
$221K -$941K -10,936 -74%
CCP
390
Corient Capital Partners
California
$220K +$3.44K +40 +2%
YC
391
Yarbrough Capital
Tennessee
$217K +$328K +3,816 New
LWM
392
Lyell Wealth Management
California
$215K
SS
393
Sunbelt Securities
Texas
$215K +$23.8K +277 +8%
ISWM
394
Independent Solutions Wealth Management
New York
$209K -$18.2K -211 -5%
TMAM
395
Tokio Marine Asset Management
Japan
$205K -$950K -11,043 -75%
VI
396
Vestcor Inc
New Brunswick, Canada
$202K +$8K +93 +3%
BFS
397
Bard Financial Services
Connecticut
$202K +$68.8K +800 +29%
AIP
398
Ameritas Investment Partners
Nebraska
$188K
Robeco Institutional Asset Management
399
Robeco Institutional Asset Management
Netherlands
$177K
SAM
400
Shell Asset Management
Netherlands
$173K -$19.4K -226 -7%