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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
TC
476
Truvestments Capital
Florida
$11K
ADL
477
Asset Dedication LLC
California
$11K +$16.1K +187 New
AA
478
AlphaMark Advisors
Kentucky
$10K +$14.6K +170 New
DCM
479
Dupont Capital Management
Delaware
$10K +$15.7K +182 New
First Manhattan
480
First Manhattan
New York
$9K
RA
481
Rise Advisors
New York
$9K +$1.72K +20 +15%
HIA
482
Harbor Investment Advisory
Maryland
$9K +$4.99K +58 +62%
GWS
483
Glassman Wealth Services
Virginia
$8K -$5.25K -61 -30%
JWA
484
JFS Wealth Advisors
Pennsylvania
$8K -$2.24K -26 -16%
Bank Julius Baer & Co
485
Bank Julius Baer & Co
Switzerland
$8K -$172 -2 -1%
C
486
Covestor
United Kingdom
$8K +$688 +8 +6%
FHA
487
First Horizon Advisors
Tennessee
$7K -$20.4K -237 -66%
PFBT
488
Parkside Financial Bank & Trust
Missouri
$7K -$2.41K -28 -19%
GWSG
489
GPS Wealth Strategies Group
Colorado
$7K -$1.72K -20 -14%
NSIM
490
North Star Investment Management
Illinois
$7K
PTC
491
Private Trust Company
Ohio
$7K
MA
492
MUFG Americas
New York
$7K +$11.2K +130 New
BTI
493
Blue Trust Inc
Georgia
$6K -$2.41K -28 -31%
CA
494
Crewe Advisors
Utah
$6K +$1.2K +14 +16%
SBL
495
Sargent Bickham Lagudis
Colorado
$6K +$1.38K +16 +19%
IWP
496
IAG Wealth Partners
Wisconsin
$6K +$8.6K +100 New
RDIA
497
RE Dickinson Investment Advisors
Iowa
$5K
MFT
498
Moisand Fitzgerald Tamayo
Florida
$5K +$7.05K +82 New
PLU
499
Performa Ltd (US)
South Carolina
$5K +$7.74K +90 New
SWA
500
SOA Wealth Advisors
New York
$5K +$8K +93 New