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605 hedge funds and large institutions have $10.9B invested in Okta in 2022 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 241 increasing their positions, 199 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more funds holding in top 10

Funds holding in top 10: 1823 (+5)

21% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 199

0.58% less ownership

Funds ownership: 80.77%80.19% (-0.58%)

12% less funds holding

Funds holding: 684605 (-79)

25% less call options, than puts

Call options by funds: $560M | Put options by funds: $743M

39% less capital invested

Capital invested by funds: $18B → $10.9B (-$7.05B)

48% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 148

Holders
605
Holders Change
-79
Holders Change %
-11.55%
% of All Funds
10.19%
Holding in Top 10
23
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+27.78%
% of All Funds
0.39%
New
77
Increased
241
Reduced
199
Closed
148
Calls
$560M
Puts
$743M
Net Calls
-$183M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
651
Harbour Capital Advisors
Virginia
-$466K -3,089 Closed
BWA
652
Bordeaux Wealth Advisors
California
-$443K -2,931 Closed
BBVA
653
Banco Bilbao Vizcaya Argentaria
Spain
-$422K -2,819 Closed
AAS
654
Avantax Advisory Services
Texas
-$407K -2,703 Closed
JM
655
Jeneq Management
New York
-$392K -2,600 Closed
TPA
656
Trivium Point Advisory
Connecticut
-$383K -2,552 Closed
LCS
657
Levin Capital Strategies
New York
-$377K -2,500 Closed
FAB
658
First American Bank
Illinois
-$360K -2,382 Closed
SWP
659
Stratos Wealth Partners
Ohio
-$352K -2,330 Closed
RJT
660
Raymond James Trust
Florida
-$349K -2,307 Closed
AC
661
Apogem Capital
New York
-$347K -2,298 Closed
LA
662
LexAurum Advisors
Kansas
-$336K -2,228 Closed
MLL
663
Moody Lynn & Lieberson
Massachusetts
-$326K -2,161 Closed
OWM
664
Opes Wealth Management
California
-$309K -2,050 Closed
SVCP
665
Silicon Valley Capital Partners
California
-$303K -2,005 Closed
IRF
666
IBM Retirement Fund
New York
-$302K -2,001 Closed
KJHP
667
K.J. Harrison & Partners
Ontario, Canada
-$302K -2,000 Closed
TFCP
668
Twin Focus Capital Partners
Massachusetts
-$302K -2,000 Closed
SCA
669
Snowden Capital Advisors
New York
-$287K -1,904 Closed
OTPPB
670
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$284K -1,881 Closed
ET
671
Equitable Trust
Tennessee
-$266K -1,759 Closed
YCM
672
Yousif Capital Management
Michigan
-$264K -1,746 Closed
MYLI
673
Meiji Yasuda Life Insurance
Japan
-$259K -1,718 Closed
SGA
674
Sustainable Growth Advisers
Connecticut
-$259K -1,715 Closed
MYAM
675
Meiji Yasuda Asset Management
Japan
-$258K -1,708 Closed