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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
RTC
451
Riverview Trust Company
Washington
$30K +$45.9K +533 New
GTAM
452
Global Trust Asset Management
Florida
$29K
AF
453
Allworth Financial
California
$29K +$40.9K +475 +1,397%
KFS
454
Kelly Financial Services
Massachusetts
$28.2K +$12.6K +146 +42%
AIM
455
Arcadia Investment Management
Michigan
$28K
HI
456
Harbour Investments
Wisconsin
$24K
UB
457
UMB Bank
Missouri
$22K +$12.3K +143 +61%
BBHC
458
Brown Brothers Harriman & Co
New York
$21K -$5.76K -67 -15%
BWP
459
Baldwin Wealth Partners
Massachusetts
$21K
SSG
460
Summit Securities Group
New York
$21K +$32.2K +374 New
DGAM
461
Desjardins Global Asset Management
Quebec, Canada
$20K -$7.14K -83 -19%
Federated Hermes
462
Federated Hermes
Pennsylvania
$19K -$1.38K -16 -5%
CHC
463
City Holding Co
West Virginia
$18K +$27.4K +318 New
LS
464
Livforsakringsbolaget Skandia
Sweden
$17K -$68.8K -800 -73%
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
$16K +$23.4K +272 +6,800%
Bank of Montreal
466
Bank of Montreal
Ontario, Canada
$14.7K +$6.74M +78,398 +53%
LC
467
Lindbrook Capital
California
$14K -$38.2K -444 -64%
CWM
468
Cedar Wealth Management
California
$14K
GA
469
GoalVest Advisory
New York
$14K
AA
470
Addison Advisors
Vermont
$13K
PFPT
471
Pinnacle Financial Partners (Tennessee)
Tennessee
$13K +$18.9K +220 New
CFGS
472
Concourse Financial Group Securities
Alabama
$12K -$17.4K -202 -49%
MA
473
Montag & Associates
Georgia
$12K -$15.4K -179 -47%
CCM
474
Covington Capital Management
California
$12K +$11.8K +137 +201%
CB
475
Community Bank
New York
$11K