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605 hedge funds and large institutions have $19.3B invested in Okta in 2020 Q2 according to their latest regulatory filings, with 166 funds opening new positions, 233 increasing their positions, 137 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more first-time investments, than exits

New positions opened: 166 | Existing positions closed: 57

70% more repeat investments, than reductions

Existing positions increased: 233 | Existing positions reduced: 137

68% more capital invested

Capital invested by funds: $11.5B → $19.3B (+$7.82B)

64% more funds holding in top 10

Funds holding in top 10: 1118 (+7)

21% more funds holding

Funds holding: 500605 (+105)

10% more call options, than puts

Call options by funds: $1.06B | Put options by funds: $967M

0.5% more ownership

Funds ownership: 82.33%82.84% (+0.5%)

Holders
605
Holders Change
+105
Holders Change %
+21%
% of All Funds
12.41%
Holding in Top 10
18
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+63.64%
% of All Funds
0.37%
New
166
Increased
233
Reduced
137
Closed
57
Calls
$1.06B
Puts
$967M
Net Calls
+$95.5M
Net Calls Change
+$419M
Name Holding Trade Value Shares
Change
Change in
Stake
BFIM
526
Beese Fulmer Investment Management
Ohio
$68K +$57.7K +340 New
IA
527
IndexIQ Advisors
New York
$67K +$56.9K +335 New
CIA
528
CSat Investment Advisory
Michigan
$63K -$21.7K -128 -29%
CAGAS
529
Capital Advisory Group Advisory Services
Minnesota
$63K +$30.7K +181 +133%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$61K
TL
531
TrueWealth LLC
Georgia
$54K
AWM
532
Apollon Wealth Management
South Carolina
$54K +$45.5K +268 New
BC
533
Barnett & Company
Tennessee
$54K +$45.8K +270 New
EWM
534
Edge Wealth Management
New York
$50K
OSAM
535
O'Shaughnessy Asset Management
Connecticut
$50K +$39K +230 +1,045%
FWM
536
Focused Wealth Management
New York
$48K
MPWT
537
MassMutual Private Wealth & Trust
Connecticut
$48K
CA
538
Clearstead Advisors
Ohio
$46K
FHA
539
First Horizon Advisors
Tennessee
$42K
AIM
540
AIA Investment Management
Singapore
$40K
CB
541
Community Bank
New York
$40K
PP
542
PrairieView Partners
Minnesota
$40K
AS
543
Altshuler Shaham
Israel
$40K +$33.8K +199 New
TRCT
544
Tower Research Capital (TRC)
New York
$39K -$605K -3,562 -95%
JIR
545
James Investment Research
Ohio
$38K +$32.4K +191 New
PFGIA
546
Patriot Financial Group Insurance Agency
Massachusetts
$36K
PCM
547
Penserra Capital Management
California
$36K +$5.94K +35 +24%
CTC
548
Central Trust Company
Missouri
$34K
AWM
549
Avior Wealth Management
Nebraska
$30K
GWMIA
550
Global Wealth Management Investment Advisory
Florida
$30K