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620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21%86.32% (+5.1%)

4% more funds holding

Funds holding: 599620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
FP
526
Financial Perspectives
Minnesota
$13.7K
Loomis, Sayles & Company
527
Loomis, Sayles & Company
Massachusetts
$13K +$1.91K +25 +22%
PTC
528
Private Trust Company
Ohio
$11.6K
MIM
529
Macroview Investment Management
Maryland
$10.7K -$1.98K -26 -18%
RIM
530
Rakuten Investment Management
Japan
$10.2K +$8.54K +112 New
TFGT
531
TS Financial Group (TSFG)
Illinois
$10K
WTG
532
West Tower Group
Virginia
$9.96K +$8.39K +110 New
ZB
533
Zions Bancorporation
Utah
$9.51K
CFO
534
CVA Family Office
Colorado
$9.51K +$8.01K +105 New
HIA
535
Harbor Investment Advisory
Maryland
$9.32K -$3.13K -41 -28%
AA
536
Addison Advisors
Vermont
$9.05K -$9.54K -125 -56%
TCPG
537
Trivant Custom Portfolio Group
California
$9.05K
RIL
538
Rothschild Investment LLC
Illinois
$9.05K +$7.63K +100 New
CSB
539
City State Bank
Iowa
$9K
BGAI
540
Bruce G. Allen Investments
Colorado
$8.96K +$7.55K +99 New
BIA
541
Bell Investment Advisors
California
$8.06K
AA
542
AlphaMark Advisors
Kentucky
$8K
PVH
543
Psagot Value Holdings
Israel
$8K +$2.52K +33 +56%
TIM
544
Thompson Investment Management
Wisconsin
$7.42K
JWA
545
JFS Wealth Advisors
Pennsylvania
$7.06K +$763 +10 +15%
AW
546
Avion Wealth
Texas
$7K -$458 -6 -7%
Credit Agricole
547
Credit Agricole
France
$6.97K -$11.2K -147 -66%
RA
548
Rise Advisors
New York
$6.7K -$2.29K -30 -29%
NRG
549
Nemes Rush Group
Michigan
$6.52K
NCM
550
Northwest Capital Management
Oregon
$6.34K