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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
GI
551
Gradient Investments
Minnesota
$21K +$20.8K +100 New
Millennium Management
552
Millennium Management
New York
$20.2K -$13.5M -64,816 -41%
BFC
553
Bedel Financial Consulting
Indiana
$19K +$834 +4 +5%
HIA
554
Harbor Investment Advisory
Maryland
$17K -$12.5K -60 -43%
BWM
555
BerganKDV Wealth Management
Minnesota
$17K
ZB
556
Zions Bancorporation
Utah
$16K +$2.29K +11 +17%
LWM
557
Liberty Wealth Management
California
$16K +$3.96K +19 +35%
WT
558
Whittier Trust
California
$16K +$4.17K +20 +36%
PFPT
559
Pinnacle Financial Partners (Tennessee)
Tennessee
$15K
WT
560
Washington Trust
Rhode Island
$15K
BWM
561
BNC Wealth Management
Oregon
$15K +$14.8K +71 New
Credit Agricole
562
Credit Agricole
France
$13K -$3.13K -15 -20%
EARNEST Partners
563
EARNEST Partners
Georgia
$12K
SBL
564
Sargent Bickham Lagudis
Colorado
$12K +$11.9K +57 New
VAIA
565
Virtus Alternative Investment Advisers
Connecticut
$11K -$8.13K -39 -43%
EW
566
Evoke Wealth
California
$11K
PCIA
567
Prime Capital Investment Advisors
Kansas
$10K
GWS
568
Glassman Wealth Services
Virginia
$10K +$1.04K +5 +12%
JAM
569
JCIC Asset Management
Ontario, Canada
$9K
LWCFA
570
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$9K
SIS
571
Sound Income Strategies
Florida
$9K
CI
572
CX Institutional
Indiana
$9K +$8.34K +40 New
WAS
573
Winch Advisory Services
Wisconsin
$8K -$7.92K -38 -51%
ST
574
Smithfield Trust
Pennsylvania
$8K
EFSCE
575
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.88K +9 +38%