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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
LWCFA
576
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K
SIS
577
Sound Income Strategies
Florida
$8K +$5.09K +30 +250%
GWS
578
Glassman Wealth Services
Virginia
$8K +$5.43K +32 +356%
ST
579
Smithfield Trust
Pennsylvania
$8K +$6.62K +39 New
HFA
580
Hoover Financial Advisors
Pennsylvania
$8K +$6.79K +40 New
EWP
581
Engrave Wealth Partners
Texas
$8K +$7.13K +42 New
RDWM
582
Red Door Wealth Management
Tennessee
$7K +$6.62K +39 New
ETC
583
Exchange Traded Concepts
Oklahoma
$6K -$56.5K -333 -91%
LWANC
584
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K -$1.7K -10 -25%
ABC
585
Associated Banc-Corp
Wisconsin
$6K
PA
586
Perennial Advisors
New York
$6K +$4.92K +29 New
APWM
587
Atlas Private Wealth Management
New York
$6K +$5.09K +30 New
EFSCE
588
Enterprise Financial Services Corp (EFSC)
Missouri
$5K +$3.23K +19 +380%
KPW
589
Kore Private Wealth
New York
$5K +$4.92K +29 New
PMFA
590
Plante Moran Financial Advisors
Michigan
$4K
VRM
591
Vectors Research Management
New York
$4K +$3.4K +20 New
FMP
592
Financial Management Professionals
Texas
$3K
HI
593
Hudock Inc
Pennsylvania
$3K
IF
594
Ironwood Financial
Arizona
$3K
TFO
595
Tarbox Family Office
California
$3K
TSW
596
Thompson Siegel & Walmsley
Virginia
$3K
PAI
597
Pittenger & Anderson Inc
Nebraska
$3K +$170 +1 +8%
TPCW
598
TD Private Client Wealth
New York
$2.4K +$509 +3 +33%
BCH
599
Berkshire Capital Holdings
California
$2K -$17.4M -102,200 -100%
CAM
600
ClariVest Asset Management
California
$2K -$1.75M -10,300 -100%