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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
OWM
426
Opes Wealth Management
California
$206K +$172K +3,010 New
AC
427
AWM Capital
Arizona
$205K +$172K +3,005 New
SC
428
Sonen Capital
California
$205K +$171K +3,000 New
LWAC
429
Laurel Wealth Advisors (California)
California
$204K +$170K +2,985 New
FTDI
430
First Trust Direct Indexing
Massachusetts
$204K +$170K +2,983 New
KA
431
Kovack Advisors
Florida
$202K -$92.3K -1,617 -35%
Impax Asset Management Group
432
Impax Asset Management Group
United Kingdom
$202K -$260K -4,559 -61%
Mercer Global Advisors
433
Mercer Global Advisors
Colorado
$201K +$168K +2,949 New
BCV
434
Banque Cantonale Vaudoise
Switzerland
$191K -$1.88K -33 -1%
HPC
435
HM Payson & Co
Maine
$169K -$4.11K -72 -3%
QC
436
Quent Capital
New York
$160K +$74.5K +1,305 +126%
Lazard Asset Management
437
Lazard Asset Management
New York
$156K +$129K +2,261 +6,281%
S
438
Seeyond
France
$150K -$228 -4 -0.2%
BC
439
Burleson & Co
California
$143K -$994K -17,400 -89%
Carson Wealth (CWM LLC)
440
Carson Wealth (CWM LLC)
Nebraska
$139K +$21.1K +370 +22%
KC
441
Knuff & Co
California
$137K
WI
442
Wahed Invest
New York
$133K +$9.54K +167 +9%
IA
443
IFP Advisors
Florida
$132K -$81.8K -1,432 -45%
GTCM
444
Gyon Technologies Capital Management
New Jersey
$119K -$705K -12,344 -88%
AIG
445
American International Group
New York
$113K -$529K -9,268 -85%
CFD
446
Creative Financial Designs
Indiana
$110K -$285 -5 -0.3%
CCM
447
Cribstone Capital Management
Maine
$102K
QCG
448
Quadrant Capital Group
Ohio
$97.6K +$38.9K +681 +91%
AA
449
Ancora Advisors
Ohio
$96K +$4.8K +84 +6%
O
450
Ossiam
France
$89K