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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
IFAM
551
Institutional & Family Asset Management
Colorado
$30K +$25.5K +150 New
HIA
552
Harbor Investment Advisory
Maryland
$28K -$8.49K -50 -26%
EDRH
553
Edmond de Rothschild Holding
Switzerland
$27K -$31.7K -187 -58%
OPS
554
Orion Portfolio Solutions
Nebraska
$26K -$3.06K -18 -12%
JCM
555
Jacobi Capital Management
Pennsylvania
$20K
LWM
556
Lenox Wealth Management
Ohio
$20K +$17K +100 New
LFG
557
Larson Financial Group
Missouri
$20K +$17.1K +101 New
VAIA
558
Virtus Alternative Investment Advisers
Connecticut
$18K -$14.6K -86 -49%
BFC
559
Bedel Financial Consulting
Indiana
$17K
BWM
560
BerganKDV Wealth Management
Minnesota
$16K -$2.21K -13 -14%
Credit Agricole
561
Credit Agricole
France
$15K
WAS
562
Winch Advisory Services
Wisconsin
$15K +$12.7K +75 New
PFPT
563
Pinnacle Financial Partners (Tennessee)
Tennessee
$14K
WT
564
Washington Trust
Rhode Island
$14K +$12.2K +72 New
First Manhattan
565
First Manhattan
New York
$13K
ZB
566
Zions Bancorporation
Utah
$13K +$849 +5 +9%
PFBT
567
Parkside Financial Bank & Trust
Missouri
$12K +$8.15K +48 +369%
EARNEST Partners
568
EARNEST Partners
Georgia
$11K
WT
569
Whittier Trust
California
$11K
LWM
570
Liberty Wealth Management
California
$11K +$9.34K +55 New
GRP
571
Global Retirement Partners
California
$11K +$9.51K +56 New
EW
572
Evoke Wealth
California
$10K +$2.72K +16 +46%
PCIA
573
Prime Capital Investment Advisors
Kansas
$9K -$18.2K -107 -69%
BL
574
Balentine LLC
Georgia
$9K -$8.49K -50 -53%
JAM
575
JCIC Asset Management
Ontario, Canada
$8K