751 hedge funds and large institutions have $26.7B invested in Okta in 2021 Q4 according to their latest regulatory filings, with 130 funds opening new positions, 296 increasing their positions, 206 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
751
Holders Change
+23
Holders Change %
+3.16%
% of All Funds
11.6%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
130
Increased
296
Reduced
206
Closed
94
Calls
$1.84B
Puts
$1.78B
Net Calls
+$60M
Net Calls Change
-$710M
Name Holding Trade Value Shares
Change
Shares
Change %
CNWM
551
Clay Northam Wealth Management
California
$244K +$244K +1,090 New
CL
552
CPWM LLC
Washington
$242K
RCM
553
Requisite Capital Management
Texas
$242K +$242K +1,078 New
AT
554
American Trust
Kentucky
$242K +$242K +1,078 New
NFG
555
Nadler Financial Group
Illinois
$240K
BFM
556
Boothbay Fund Management
New York
$240K +$240K +1,070 New
YMRC
557
Yorktown Management & Research Company
Virginia
$238K
MPM
558
MBB Public Markets
Illinois
$237K +$237K +1,057 New
AA
559
Ancora Advisors
Ohio
$232K +$58.3K +260 +34%
SW
560
SkyOak Wealth
Michigan
$228K -$225K -1,000 -50%
PCS
561
Personal CFO Solutions
New Jersey
$228K +$6.27K +28 +3%
MC
562
Moors & Cabot
Massachusetts
$226K -$40.7K -182 -15%
EN1L
563
Engine No 1 LLC
California
$226K +$226K +1,010 New
SG
564
StoneX Group
New York
$224K +$10.3K +46 +5%
LIA
565
LBMC Investment Advisors
Tennessee
$224K
MMPW
566
Mitchell McLeod Pugh & Williams
Alabama
$224K
RHBC
567
R.H. Bluestein & Co
Michigan
$224K
AFG
568
Albion Financial Group
Utah
$224K
BFS
569
Bard Financial Services
Connecticut
$224K
GIM
570
Guild Investment Management
California
$224K +$224K +1,000 New
BTWM
571
Baker Tilly Wealth Management
Wisconsin
$223K +$4.94K +22 +2%
CFG
572
Cooper Financial Group
California
$223K +$223K +993 New
FC
573
Financial Consulate
Maryland
$222K +$14.6K +65 +7%
Lido Advisors
574
Lido Advisors
California
$221K -$18.3K -82 -8%
HCM
575
Highview Capital Management
Illinois
$220K +$220K +983 New