We are live on ! Find out more

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
AWS
626
Atria Wealth Solutions
New York
-$288K -3,183 Closed
PP
627
PDT Partners
New York
-$284K -3,142 Closed
MHS
628
M Holdings Securities
Oregon
-$282K -3,123 Closed
CIBC World Market
629
CIBC World Market
Ontario, Canada
-$282K -3,119 Closed
CIAS
630
Capital Investment Advisory Services
North Carolina
-$281K -3,113 Closed
MFAM
631
Motley Fool Asset Management
Virginia
-$316K -3,077 Closed
FC
632
FORA Capital
Florida
-$272K -3,012 Closed
AC
633
AWM Capital
Arizona
-$272K -3,007 Closed
LWAC
634
Laurel Wealth Advisors (California)
California
-$270K -2,985 Closed
NYLIM
635
New York Life Investment Management
New York
-$268K -2,968 Closed
SC
636
Sonen Capital
California
-$265K -2,933 Closed
SFI
637
Siemens Fonds Invest
Germany
-$263K -2,912 Closed
CL
638
CSS LLC
Illinois
-$262K -2,898 Closed
SI
639
Stephens Inc
Arkansas
-$250K -2,762 Closed
AP
640
Adero Partners
California
-$264K -2,722 Closed
E
641
Ergoteles
New York
-$235K -2,599 Closed
NRS
642
Neville Rodie & Shaw
New York
-$234K -2,584 Closed
PP
643
Prudential plc
United Kingdom
-$233K -2,576 Closed
CQS
644
Credential Qtrade Securities
-$232K -2,570 Closed
BCM
645
BTC Capital Management
Iowa
-$232K -2,538 Closed
OCM
646
Octahedron Capital Management
California
-$226K -2,500 Closed
CCFM
647
Clear Creek Financial Management
Washington
-$223K -2,470 Closed
DAM
648
Diamant Asset Management
Connecticut
-$212K -2,350 Closed
VWA
649
V Wealth Advisors
Kansas
-$211K -2,334 Closed
SIC
650
Salem Investment Counselors
North Carolina
-$210K -2,324 Closed