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462 hedge funds and large institutions have $8.49B invested in Okta in 2019 Q3 according to their latest regulatory filings, with 82 funds opening new positions, 167 increasing their positions, 145 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 64

15% more repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 145

4% more funds holding

Funds holding: 445462 (+17)

1.97% more ownership

Funds ownership: 78.91%80.88% (+2%)

10% more call options, than puts

Call options by funds: $325M | Put options by funds: $296M

16% less capital invested

Capital invested by funds: $10.1B → $8.49B (-$1.64B)

65% less funds holding in top 10

Funds holding in top 10: 176 (-11)

Holders
462
Holders Change
+17
Holders Change %
+3.82%
% of All Funds
10.13%
Holding in Top 10
6
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-64.71%
% of All Funds
0.13%
New
82
Increased
167
Reduced
145
Closed
64
Calls
$325M
Puts
$296M
Net Calls
+$28.5M
Net Calls Change
-$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AL
501
AJO LP
Pennsylvania
-$241K -1,952 Closed
MFG
502
Magnus Financial Group
New York
-$236K -1,910 Closed
SHGA
503
Sand Hill Global Advisors
California
-$222K -1,800 Closed
SRAM
504
Stone Ridge Asset Management
New York
-$214K -1,730 Closed
KWM
505
Kingsview Wealth Management
Oregon
-$211K -1,707 Closed
SBIA
506
Sheaff Brock Investment Advisors
Indiana
-$201K -1,630 Closed
CFA
507
Carroll Financial Associates
North Carolina
-$157K -1,273 Closed
RCAG
508
Rehmann Capital Advisory Group
Michigan
-$156K -1,264 Closed
MWM
509
Mascoma Wealth Management
New Hampshire
-$148K -1,200 Closed
MWM
510
Meridian Wealth Management
Kentucky
-$1.21K -981 Closed
PCM
511
Penserra Capital Management
California
-$119K -966 Closed
AC
512
Avestar Capital
New York
-$92K -750 Closed
PCP
513
Proficio Capital Partners
Massachusetts
-$66K -535 Closed
GAM
514
Griffin Asset Management
New York
-$45K -365 Closed
TPWA
515
TRUE Private Wealth Advisors
Oregon
-$9K -80 Closed
CBOA
516
Commonwealth Bank of Australia
Australia
-$7K -61 Closed
Twin Tree Management
517
Twin Tree Management
Texas
-$7K -53 Closed
PFGIA
518
Patriot Financial Group Insurance Agency
Massachusetts
-$6K -50 Closed
MIM
519
Macroview Investment Management
Maryland
-$4K -32 Closed
EWM
520
Executive Wealth Management
Michigan
-$3K -25 Closed
EI
521
Ellevest Inc
New York
+$375 +3 New
SIS
522
Sound Income Strategies
Florida
+$500 +4 New
VCM
523
Versant Capital Management
Arizona
+$749 +6 New