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605 hedge funds and large institutions have $19.3B invested in Okta in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 233 increasing their positions, 137 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 57

70% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 137

68% more capital invested

Capital invested by funds: $11.5B → $19.3B (+$7.82B)

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

21% more funds holding

Funds holding: 500605 (+105)

10% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $967M

0.5% more ownership

Funds ownership: 82.33%82.84% (+0.5%)

Holders
605
Holders Change
+105
Holders Change %
+21%
% of All Funds
12.41%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.37%
New
166
Increased
233
Reduced
137
Closed
57
Calls
$1.06B
Puts
$967M
Net Calls
+$95.5M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
426
Perigon Wealth Management
California
$364K -$59.4K -350 -16%
BAM
427
Belpointe Asset Management
Nevada
$364K +$124K +730 +67%
BCA
428
Berman Capital Advisors
Georgia
$355K +$235K +1,384 +349%
CAI
429
Capital Advisors Inc
Oklahoma
$355K +$278K +1,635 New
SBIA
430
Sheaff Brock Investment Advisors
Indiana
$353K +$4.24K +25 +1%
BNP Paribas Asset Management
431
BNP Paribas Asset Management
France
$352K -$9.51K -56 -3%
AR
432
Advisory Research
Illinois
$349K -$151K -891 -34%
TPA
433
Trivium Point Advisory
Connecticut
$347K +$284K +1,673 New
WCM
434
Washburn Capital Management
Florida
$343K +$290K +1,711 New
PWA
435
Providence Wealth Advisors
Illinois
$340K
RJT
436
Raymond James Trust
Florida
$337K +$286K +1,684 New
AAS
437
Avantax Advisory Services
Texas
$331K -$17.7K -104 -6%
PCG
438
Private Capital Group
Connecticut
$329K +$16.3K +96 +6%
BHB
439
Bank Hapoalim BM
Israel
$328K -$85.2K -502 -23%
SLT
440
St Louis Trust
Missouri
$328K
SG
441
Strid Group
Pennsylvania
$325K +$275K +1,622 New
Holocene Advisors
442
Holocene Advisors
New York
$320K +$271K +1,599 New
SHGA
443
Sand Hill Global Advisors
California
$315K -$45.8K -270 -15%
AII
444
AGF Investments Inc
Ontario, Canada
$315K +$266K +1,565 +26,083%
PAS
445
Park Avenue Securities
New York
$314K +$266K +1,567 New
SCA
446
Spearhead Capital Advisors
Florida
$313K +$265K +1,562 New
XS
447
XR Securities
Illinois
$312K +$264K +1,557 New
TFA
448
Toth Financial Advisory
Virginia
$309K +$262K +1,545 New
MYAM
449
Meiji Yasuda Asset Management
Japan
$304K +$258K +1,520 New
CM
450
Castleark Management
Illinois
$300K +$255K +1,500 New