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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
Federated Hermes
501
Federated Hermes
Pennsylvania
$31K +$37.4K +346 New
Fifth Third Bancorp
502
Fifth Third Bancorp
Ohio
$28K -$6.8K -63 -17%
GA
503
GoalVest Advisory
New York
$25K
RG
504
Richelieu Gestion
France
$24K -$7.56K -70 -21%
HI
505
Harbour Investments
Wisconsin
$24K +$28.4K +263 New
CWM
506
Cedar Wealth Management
California
$23K +$4.21K +39 +18%
EC
507
Elequin Capital
New York
$22K -$3.89K -36 -13%
UB
508
UMB Bank
Missouri
$21K -$19.4K -180 -44%
AA
509
Addison Advisors
Vermont
$21K +$108 +1 +0.4%
FDCDDQ
510
Federation des caisses Desjardins du Quebec
Quebec, Canada
$19.2K -$63.2K -585 -73%
GWS
511
Glassman Wealth Services
Virginia
$19K +$7.78K +72 +54%
CB
512
Community Bank
New York
$18K
CA
513
CoreCap Advisors
Michigan
$18K +$21.5K +199 New
TC
514
Truvestments Capital
Florida
$18K +$21.6K +200 New
FWM
515
Focused Wealth Management
New York
$16K -$2.16K -20 -10%
First Manhattan
516
First Manhattan
New York
$15K
Bank of Montreal
517
Bank of Montreal
Ontario, Canada
$14.7K +$838K +7,764 +6%
Bank Julius Baer & Co
518
Bank Julius Baer & Co
Switzerland
$14K
JWA
519
JFS Wealth Advisors
Pennsylvania
$14K +$1.84K +17 +12%
BTI
520
Blue Trust Inc
Georgia
$14K +$9.83K +91 New
TWA
521
TCI Wealth Advisors
Arizona
$14K +$11.3K +105 +198%
GWSG
522
GPS Wealth Strategies Group
Colorado
$13K -$6.8K -63 -30%
PFBT
523
Parkside Financial Bank & Trust
Missouri
$13K +$14.1K +131 +689%
AF
524
Advisornet Financial
Minnesota
$12K -$549K -5,086 -97%
NSIM
525
North Star Investment Management
Illinois
$12K