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611 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 197

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $19.3B → $21.2B (+$1.97B)

1% more funds holding

Funds holding: 605611 (+6)

0.08% more ownership

Funds ownership: 82.84%82.92% (+0.08%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

28% less call options, than puts

Call options by funds: $742M | Put options by funds: $1.03B

Holders
611
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
236
Reduced
197
Closed
78
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
526
AIA Investment Management
Singapore
$70K +$26.3K +126 +63%
VFA
527
Valeo Financial Advisors
Indiana
$69K -$224K -1,075 -77%
FCH
528
Freestone Capital Holdings
Washington
$61.8K +$60.2K +289 New
FAM
529
Fred Alger Management
New York
$61K -$3.65M -17,495 -98%
Carson Wealth (CWM LLC)
530
Carson Wealth (CWM LLC)
Nebraska
$61K
BC
531
Barnett & Company
Tennessee
$58K
CA
532
Clearstead Advisors
Ohio
$55K +$5.21K +25 +11%
AS
533
Altshuler Shaham
Israel
$55K +$12.3K +59 +30%
LF
534
Lee Financial
Texas
$51K +$50K +240 New
MPWT
535
MassMutual Private Wealth & Trust
Connecticut
$48K -$3.13K -15 -6%
OSAM
536
O'Shaughnessy Asset Management
Connecticut
$47K -$7.09K -34 -13%
FHA
537
First Horizon Advisors
Tennessee
$44K
CB
538
Community Bank
New York
$43K
PP
539
PrairieView Partners
Minnesota
$43K
ADL
540
Asset Dedication LLC
California
$40K +$39K +187 New
NR
541
Newfound Research
Massachusetts
$38K +$37.5K +180 New
FWM
542
Focused Wealth Management
New York
$36K -$14.8K -71 -29%
AWM
543
Avior Wealth Management
Nebraska
$34K +$2.08K +10 +7%
BAMF
544
BI Asset Management Fondsmaeglerselskab
Denmark
$32K +$31.1K +149 New
EP
545
Eudaimonia Partners
Tennessee
$28K +$27.7K +133 New
AW
546
Avion Wealth
Texas
$27K +$26.1K +125 New
ETC
547
Exchange Traded Concepts
Oklahoma
$24K +$16.3K +78 +244%
LFG
548
Larson Financial Group
Missouri
$22K
JIR
549
James Investment Research
Ohio
$21K -$19.8K -95 -50%
JCM
550
Jacobi Capital Management
Pennsylvania
$21K