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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
HWA
451
HHM Wealth Advisors
Tennessee
$85.4K -$6.97K -122 -9%
HNWAG
452
High Net Worth Advisory Group
Florida
$84K -$57.1K -1,000 -45%
National Bank of Canada
453
National Bank of Canada
Quebec, Canada
$83.8K -$5.73M -100,274 -99%
HFM
454
Harvest Fund Management
China
$81K +$66.5K +1,165 +4,017%
PVH
455
Psagot Value Holdings
Israel
$78K
SWM
456
Spire Wealth Management
Virginia
$77K -$12K -211 -16%
Credit Agricole
457
Credit Agricole
France
$76.7K -$59.6K -1,044 -48%
BWP
458
Baldwin Wealth Partners
Massachusetts
$73.2K +$40.6K +711 +198%
CMBA
459
C.M. Bidwell & Associates
Hawaii
$69.6K +$56.9K +996 +4,527%
AFG
460
Albion Financial Group
Utah
$68.3K
SVCP
461
Silicon Valley Capital Partners
California
$64.7K +$54.1K +947 New
RG
462
Richelieu Gestion
France
$61K
MCC
463
Money Concepts Capital
Florida
$60.5K +$49.3K +863 +3,923%
NIMI
464
Natixis Investment Managers International
France
$55.8K
SSB
465
Sandy Spring Bank
Maryland
$53.2K -$6K -105 -12%
OIA
466
Optimum Investment Advisors
Illinois
$47.8K
AS
467
AM Squared
Hong Kong
$47.8K +$40K +700 New
RFA
468
Resurgent Financial Advisors
Georgia
$46.7K +$39.1K +684 New
SPIA
469
Steward Partners Investment Advisory
New York
$46.2K -$25.1K -440 -39%
KFS
470
Kelly Financial Services
Massachusetts
$44.8K +$9.19K +161 +33%
EWA
471
EverSource Wealth Advisors
Alabama
$42.4K +$35.5K +621 New
AIM
472
Anchor Investment Management
South Carolina
$41K
Kayne Anderson Rudnick Investment Management
473
Kayne Anderson Rudnick Investment Management
California
$41K
AWM
474
Accel Wealth Management
Iowa
$41K +$5.71K +100 +20%
LC
475
Lindbrook Capital
California
$35.7K +$15.4K +270 +107%