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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
FCA
551
FinTrust Capital Advisors
South Carolina
$5.97K +$5.04K +66 New
BC
552
Barrett & Company
Rhode Island
$5.43K
PWMG
553
Private Wealth Management Group
New Jersey
$5.43K +$4.58K +60 New
PFBT
554
Parkside Financial Bank & Trust
Missouri
$5.07K -$6.64K -87 -61%
HFS
555
Hantz Financial Services
Michigan
$5K -$1.91K -25 -30%
CAM
556
Close Asset Management
United Kingdom
$5K
LIWM
557
Long Island Wealth Management
New York
$5K +$4.27K +56 New
WCM
558
Winthrop Capital Management
Indiana
$4.98K +$4.2K +55 New
CTA
559
Colonial Trust Advisors
South Carolina
$4.62K
MWA
560
Moser Wealth Advisors
Washington
$4.62K +$3.89K +51 New
BCM
561
Bourgeon Capital Management
Connecticut
$4.53K
CAM
562
Chesapeake Asset Management
New York
$4.53K -$2.29K -30 -38%
JWM
563
Janiczek Wealth Management
Colorado
$3.98K
VAMG
564
Voisard Asset Management Group
Michigan
$3.89K +$3.28K +43 New
PMFA
565
Plante Moran Financial Advisors
Michigan
$3.8K +$3.2K +42 New
TWC
566
TD Waterhouse Canada
Ontario, Canada
$3.67K -$32K -420 -91%
TCM
567
Tradewinds Capital Management
Washington
$3.62K
CFGS
568
Concourse Financial Group Securities
Alabama
$3.62K -$305 -4 -9%
JAM
569
JCIC Asset Management
Ontario, Canada
$3.62K
NMM
570
Naples Money Management
Florida
$3.62K +$3.05K +40 New
AGWCA
571
Annis Gardner Whiting Capital Advisors
Florida
$3.08K +$2.59K +34 New
VCM
572
Versant Capital Management
Arizona
$2.99K -$839 -11 -25%
CAC
573
Core Alternative Capital
Georgia
$2.72K -$20.8K -272 -90%
SIS
574
Sound Income Strategies
Florida
$2.72K
CAM
575
Creekmur Asset Management
Illinois
$2.72K +$2.29K +30 New