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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
IAIM
476
International Assets Investment Management
Florida
$221K +$188K +1,106 New
CCB
477
Cutter & Co Brokerage
Missouri
$220K +$187K +1,100 New
AG
478
AlphaSimPlex Group
Massachusetts
$218K +$185K +1,087 New
RGC
479
Roberts, Glore & Co
Illinois
$215K +$183K +1,075 New
PA
480
Pinnacle Associates
New York
$215K +$183K +1,076 New
Robeco Institutional Asset Management
481
Robeco Institutional Asset Management
Netherlands
$213K +$181K +1,066 New
HBT
482
Hills Bank & Trust
Iowa
$211K +$179K +1,054 New
CAG
483
Crestwood Advisors Group
Massachusetts
$210K +$178K +1,048 New
CPA
484
Clear Perspective Advisors
Illinois
$210K +$178K +1,050 New
NFG
485
Nadler Financial Group
Illinois
$210K +$178K +1,050 New
VC
486
Vicus Capital
Pennsylvania
$210K +$178K +1,050 New
PCM
487
Prelude Capital Management
New York
$209K +$178K +1,046 New
QC
488
QCM Cayman
Texas
$209K +$178K +1,046 New
ACM
489
AlphaCrest Capital Management
New York
$206K +$175K +1,030 New
OIA
490
Optimum Investment Advisors
Illinois
$205K -$50.9K -300 -23%
PG
491
Pendal Group
Australia
$204K +$173K +1,018 New
CPIG
492
Chicago Partners Investment Group
Illinois
$203K +$167K +985 New
LWM
493
Lyell Wealth Management
California
$202K +$172K +1,011 New
PM
494
Precept Management
Texas
$200K -$4.92M -29,000 -97%
AFG
495
Albion Financial Group
Utah
$200K +$170K +1,000 New
LIA
496
LBMC Investment Advisors
Tennessee
$200K +$170K +1,000 New
MMPW
497
Mitchell McLeod Pugh & Williams
Alabama
$200K +$170K +1,000 New
RE
498
RBC Europe
United Kingdom
$184K -$17K -100 -10%
CAPTRUST Financial Advisors
499
CAPTRUST Financial Advisors
North Carolina
$179K +$144K +848 New
GT
500
Glenmede Trust
Pennsylvania
$178K +$65K +383 +75%