We are live on ! Find out more

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
BC
501
Barrett & Company
Rhode Island
$4.1K +$5.16K +60 New
TWA
502
TCI Wealth Advisors
Arizona
$4K -$7.92K -92 -58%
AW
503
Avion Wealth
Texas
$4K
WT
504
Whittier Trust
California
$4K
CAC
505
Core Alternative Capital
Georgia
$4K +$2.41K +28 +72%
EW
506
Evoke Wealth
California
$4K +$3.01K +35 +100%
FWM
507
Focused Wealth Management
New York
$3K -$10.3K -120 -67%
AF
508
Advisornet Financial
Minnesota
$3K -$6.54K -76 -56%
BCM
509
Bourgeon Capital Management
Connecticut
$3K
CAM
510
ClariVest Asset Management
California
$3K
CAM
511
Close Asset Management
United Kingdom
$3K
CFO
512
CVA Family Office
Colorado
$3K
EARNEST Partners
513
EARNEST Partners
Georgia
$3K
HFS
514
Hantz Financial Services
Michigan
$3K
MPWT
515
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.7K +43 +253%
FPB
516
First PREMIER Bank
South Dakota
$3K +$4.22K +49 New
Parallax Volatility Advisers
517
Parallax Volatility Advisers
California
$3K +$5.16K +60 New
Lazard Asset Management
518
Lazard Asset Management
New York
$2K -$68.2K -793 -96%
MAM
519
Meeder Asset Management
Ohio
$2K -$1.55K -18 -30%
ZB
520
Zions Bancorporation
Utah
$2K -$86 -1 -4%
FMB
521
Field & Main Bank
Kentucky
$2K
FRA
522
Front Row Advisors
California
$2K
JAM
523
JCIC Asset Management
Ontario, Canada
$2K
M1FG
524
Mach-1 Financial Group
Arkansas
$2K
MS
525
Mizuho Securities
Japan
$2K