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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
476
Advent Capital Management
New York
$80K -$1.85M -17,110 -95%
SSB
477
Sandy Spring Bank
Maryland
$78K +$5.4K +50 +6%
Lazard Asset Management
478
Lazard Asset Management
New York
$74K +$63.8K +591 +248%
OIA
479
Optimum Investment Advisors
Illinois
$72K
AAP
480
Arax Advisory Partners
Colorado
$68K +$3.56K +33 +5%
PCM
481
Penserra Capital Management
California
$63K -$216 -2 -0.3%
LC
482
Lindbrook Capital
California
$63K +$29.2K +270 +63%
GRP
483
Global Retirement Partners
California
$60K
TCWM
484
Total Clarity Wealth Management
Illinois
$59K +$70.7K +655 New
HIIFS
485
Harel Insurance Investments & Financial Services
Israel
$57K -$30K -278 -31%
AIM
486
Anchor Investment Management
South Carolina
$54.2K
Kayne Anderson Rudnick Investment Management
487
Kayne Anderson Rudnick Investment Management
California
$54K -$15.2K -141 -19%
AWM
488
Accel Wealth Management
Iowa
$47K
GTAM
489
Global Trust Asset Management
Florida
$46K
AIM
490
Arcadia Investment Management
Michigan
$45K
NIMI
491
Natixis Investment Managers International
France
$44K
IPAM
492
ICICI Prudential Asset Management
India
$42K +$2.38K +22 +5%
BBHC
493
Brown Brothers Harriman & Co
New York
$39K
DGAM
494
Desjardins Global Asset Management
Quebec, Canada
$39K
CFGS
495
Concourse Financial Group Securities
Alabama
$37K -$311K -2,883 -88%
MA
496
Montag & Associates
Georgia
$35K -$64.8K -600 -61%
BWP
497
Baldwin Wealth Partners
Massachusetts
$33K
GCS
498
Gordian Capital (Singapore)
Singapore
$33K
FHA
499
First Horizon Advisors
Tennessee
$32K +$33.2K +307 +602%
KFS
500
Kelly Financial Services
Massachusetts
$31.6K +$16.6K +154 +79%