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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
FMLI
651
Fukoku Mutual Life Insurance
Japan
-$193K -2,139 Closed
SIM
652
Studio Investment Management
Illinois
-$125K -1,383 Closed
TCWM
653
Total Clarity Wealth Management
Illinois
-$59K -655 Closed
EC
654
Elequin Capital
New York
-$22K -248 Closed
CA
655
CoreCap Advisors
Michigan
-$18K -199 Closed
CTC
656
Central Trust Company
Missouri
-$9K -100 Closed
VVP
657
Venture Visionary Partners
Ohio
-$5.79K -64 Closed
SOW
658
State of Wyoming
Wyoming
-$5K -51 Closed
MWM
659
Mascoma Wealth Management
New Hampshire
-$5K -50 Closed
CIBC Private Wealth Group
660
CIBC Private Wealth Group
Georgia
-$4K -40 Closed
EWA
661
EverSource Wealth Advisors
Alabama
-$3K -36 Closed
Loomis, Sayles & Company
662
Loomis, Sayles & Company
Massachusetts
-$3K -32 Closed
SWM
663
Sugarloaf Wealth Management
Georgia
-$2K -25 Closed
FSWA
664
Financial Synergies Wealth Advisors
Texas
-$1.27K -14 Closed
SC
665
Schubert & Co
Texas
-$1.2K -14 -82%
SFG
666
Steward Financial Group
Texas
-$1K -14 Closed
LF
667
Lee Financial
Texas
-$1K -9 Closed
TFA
668
Toth Financial Advisory
Virginia
-$1K -8 Closed
DI
669
Disciplined Investments
Oklahoma
-$344 -4 -67%
MFA
670
McClarren Financial Advisors
Pennsylvania
+$172 +2 New
CFB
671
Cullen/Frost Bankers
Texas
+$430 +5 New
MWA
672
Moser Wealth Advisors
Washington
+$430 +5 New
SIC
673
SJS Investment Consulting
Ohio
+$430 +5 New
VWM
674
Valley Wealth Managers
New Jersey
+$430 +5 New