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582 hedge funds and large institutions have $8.51B invested in Okta in 2022 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 194 increasing their positions, 188 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more funds holding in top 10

Funds holding in top 10: 1223 (+11)

53% more call options, than puts

Call options by funds: $620M | Put options by funds: $404M

25% more capital invested

Capital invested by funds: $6.79B → $8.51B (+$1.71B)

24% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 96

2.85% more ownership

Funds ownership: 79.11%81.96% (+2.8%)

2% more funds holding

Funds holding: 570582 (+12)

3% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 188

Holders
582
Holders Change
+12
Holders Change %
+2.11%
% of All Funds
9.36%
Holding in Top 10
23
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+91.67%
% of All Funds
0.37%
New
119
Increased
194
Reduced
188
Closed
96
Calls
$620M
Puts
$404M
Net Calls
+$216M
Net Calls Change
+$117M
Name Holding Trade Value Shares
Change
Change in
Stake
MOACM
401
Mutual of America Capital Management
New York
$268K +$106K +1,853 +90%
SLAM
402
Swiss Life Asset Management
$263K -$37K -648 -14%
YC
403
Yarbrough Capital
Tennessee
$261K
TSS
404
Two Sigma Securities
New York
$258K -$334K -5,851 -61%
BAMF
405
BI Asset Management Fondsmaeglerselskab
Denmark
$254K +$212K +3,711 New
LWM
406
Lyell Wealth Management
California
$250K -$6.79K -119 -3%
OTL
407
Oak Thistle LLC
New York
$250K +$209K +3,655 New
IFG
408
Independent Financial Group
California
$247K +$207K +3,622 New
PRC
409
Pearl River Capital
Michigan
$246K -$549K -9,611 -73%
VI
410
Vestcor Inc
New Brunswick, Canada
$244K +$1.49K +26 +0.7%
AAM
411
Advisors Asset Management
Colorado
$242K -$80.8K -1,415 -29%
CB
412
Commerce Bank
Missouri
$242K +$202K +3,544 New
BFS
413
Bradley Foster & Sargent
Connecticut
$237K +$198K +3,467 New
RWI
414
Red Wave Investments
Pennsylvania
$233K +$194K +3,405 New
PWM
415
Perigon Wealth Management
California
$228K -$284K -4,978 -60%
CCFM
416
Clear Creek Financial Management
Washington
$225K +$188K +3,287 New
BP
417
BBR Partners
New York
$223K +$186K +3,262 New
CIC
418
Carnegie Investment Counsel
Ohio
$221K -$148K -2,590 -44%
Robeco Institutional Asset Management
419
Robeco Institutional Asset Management
Netherlands
$214K +$1.71K +30 +1%
AWS
420
Atria Wealth Solutions
New York
$214K +$179K +3,131 New
SGA
421
Seaport Global Advisors
Massachusetts
$210K +$2.28K +40 +1%
GT
422
Greenleaf Trust
Michigan
$208K +$174K +3,044 New
EI
423
Ellevest Inc
New York
$208K +$94.8K +1,661 +120%
NYLIM
424
New York Life Investment Management
New York
$208K +$173K +3,038 New
JFG
425
Jefferies Financial Group
New York
$208K +$173K +3,037 New