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570 hedge funds and large institutions have $6.79B invested in Okta in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 156 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 156

28% more call options, than puts

Call options by funds: $451M | Put options by funds: $353M

1.08% less ownership

Funds ownership: 80.19%79.11% (-1.1%)

6% less funds holding

Funds holding: 605570 (-35)

29% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 108

38% less capital invested

Capital invested by funds: $10.9B → $6.79B (-$4.15B)

48% less funds holding in top 10

Funds holding in top 10: 2312 (-11)

Holders
570
Holders Change
-35
Holders Change %
-5.79%
% of All Funds
9.82%
Holding in Top 10
12
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-47.83%
% of All Funds
0.21%
New
77
Increased
241
Reduced
156
Closed
108
Calls
$451M
Puts
$353M
Net Calls
+$98.7M
Net Calls Change
+$282M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
601
CIBC World Markets
New York
-$759K -8,400 Closed
PF
602
Phoenix Financial
Israel
-$750K -8,081 Closed
PAG
603
Private Advisor Group
New Jersey
-$691K -7,647 Closed
BFO
604
Boston Family Office
Massachusetts
-$535K -5,918 Closed
BFS
605
Bradley Foster & Sargent
Connecticut
-$533K -5,893 Closed
SFP
606
Shepherd Financial Partners
Massachusetts
-$529K -5,857 Closed
CWA
607
Canvas Wealth Advisors
Kansas
-$511K -5,653 Closed
Wealthfront Advisers
608
Wealthfront Advisers
California
-$508K -5,623 Closed
DIM
609
DC Investments Management
Virginia
-$505K -5,590 Closed
GSC
610
Ground Swell Capital
South Carolina
-$485K -5,367 Closed
ARG
611
Advisory Resource Group
Oklahoma
-$472K -5,222 Closed
GIM
612
Growth Interface Management
Florida
-$452K -5,000 Closed
LIP
613
Liontrust Investment Partners
United Kingdom
-$452K -5,000 Closed
AT
614
American Trust
Kentucky
-$433K -4,792 Closed
PAS
615
Park Avenue Securities
New York
-$407K -4,500 Closed
CC
616
Centiva Capital
New York
-$374K -4,348 Closed
LIM
617
Leavell Investment Management
Alabama
-$359K -3,975 Closed
WAM
618
Weatherly Asset Management
California
-$358K -3,961 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
619
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$352K -3,890 Closed
YIH
620
Y-Intercept (HK)
Hong Kong
-$345K -3,819 Closed
SC
621
Sepio Capital
Utah
-$341K -3,777 Closed
WPW
622
Waldron Private Wealth
Pennsylvania
-$323K -3,574 Closed
RWI
623
Red Wave Investments
Pennsylvania
-$313K -3,466 Closed
IFG
624
Independent Financial Group
California
-$298K -3,292 Closed
SW
625
SteelPeak Wealth
California
-$289K -3,200 Closed