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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
CMBA
576
C.M. Bidwell & Associates
Hawaii
$7K +$6.67K +32 New
Lazard Asset Management
577
Lazard Asset Management
New York
$7K +$7.71K +37 New
ABC
578
Associated Banc-Corp
Wisconsin
$6K -$1.04K -5 -16%
LWANC
579
Laurel Wealth Advisors (North Carolina)
North Carolina
$6K
CFA
580
Carroll Financial Associates
North Carolina
$5K -$139K -669 -96%
GRP
581
Global Retirement Partners
California
$5K -$6.46K -31 -55%
CTC
582
Central Trust Company
Missouri
$4K -$31.3K -150 -88%
HI
583
Hudock Inc
Pennsylvania
$4K
PMFA
584
Plante Moran Financial Advisors
Michigan
$4K
FHC
585
First Horizon Corporation
Tennessee
$4K +$3.96K +19 New
LAS
586
Lloyd Advisory Services
Georgia
$4K +$3.96K +19 New
MIM
587
Macroview Investment Management
Maryland
$4K +$4.38K +21 New
PFBT
588
Parkside Financial Bank & Trust
Missouri
$3K -$10.4K -50 -82%
FMP
589
Financial Management Professionals
Texas
$3K
IF
590
Ironwood Financial
Arizona
$3K
TFO
591
Tarbox Family Office
California
$3K
TSW
592
Thompson Siegel & Walmsley
Virginia
$3K
PAI
593
Pittenger & Anderson Inc
Nebraska
$3K +$625 +3 +23%
BWM
594
Baystate Wealth Management
Massachusetts
$3K +$2.92K +14 New
PFWA
595
Paces Ferry Wealth Advisors
Georgia
$3K +$3.33K +16 New
TPCW
596
TD Private Client Wealth
New York
$2.57K
BCH
597
Berkshire Capital Holdings
California
$2K
CAL
598
Capital Analysts LLC
Pennsylvania
$2K
CAM
599
ClariVest Asset Management
California
$2K
CCM
600
Chiron Capital Management
Florida
$2K +$2.08K +10 New