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620 hedge funds and large institutions have $12B invested in Okta in 2023 Q4 according to their latest regulatory filings, with 115 funds opening new positions, 184 increasing their positions, 236 reducing their positions, and 90 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $1.02B | Put options by funds: $456M

28% more first-time investments, than exits

New positions opened: 115 | Existing positions closed: 90

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

16% more capital invested

Capital invested by funds: $10.3B → $12B (+$1.66B)

5.11% more ownership

Funds ownership: 81.21%86.32% (+5.1%)

4% more funds holding

Funds holding: 599620 (+21)

22% less repeat investments, than reductions

Existing positions increased: 184 | Existing positions reduced: 236

Holders
620
Holders Change
+21
Holders Change %
+3.51%
% of All Funds
9.04%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.28%
New
115
Increased
184
Reduced
236
Closed
90
Calls
$1.02B
Puts
$456M
Net Calls
+$559M
Net Calls Change
+$266M
Name Holding Trade Value Shares
Change
Change in
Stake
WDC
676
Woodward Diversified Capital
California
-$355K -4,360 Closed
SPC
677
Sigma Planning Corp
Michigan
-$340K -4,177 Closed
WSCM
678
Wellington Shields Capital Management
New York
-$326K -4,000 Closed
PWM
679
Prosperity Wealth Management
California
-$311K -3,820 Closed
GCP
680
GSA Capital Partners
United Kingdom
-$304K -3,724 Closed
GS
681
GTS Securities
New York
-$278K -3,639 Closed
SM
682
Sciencast Management
New Jersey
-$281K -3,447 Closed
AI
683
AdvisorShares Investments
Maryland
-$269K -3,300 Closed
OQS
684
Occudo Quantitative Strategies
Florida
-$262K -3,218 Closed
CC
685
Cipher Capital
New York
-$243K -2,978 Closed
KA
686
Kovack Advisors
Florida
-$231K -2,829 Closed
AP
687
Adero Partners
California
-$227K -2,782 Closed
CMF
688
Counterpoint Mutual Funds
California
-$135K -1,659 Closed
CSPIA
689
Cary Street Partners Investment Advisory
Virginia
-$98.4K -1,207 Closed
ITFISA
690
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$97.8K -1,200 Closed
RG
691
Richelieu Gestion
France
-$73K -892 Closed
TAM
692
Tucker Asset Management
Colorado
-$65.2K -800 Closed
HFM
693
Harvest Fund Management
China
-$39K -478 Closed
IUHSA
694
Itau Unibanco Holding S.A.
Brazil
-$31K -380 Closed
HL
695
HeadInvest LLC
Maine
-$21.3K -264 Closed
RTC
696
Riverview Trust Company
Washington
-$16.8K -206 Closed
GI
697
Gradient Investments
Minnesota
-$16.3K -200 Closed
SFCL
698
Strengthening Families & Communities LLC
Massachusetts
-$13K -161 Closed
CCP
699
Carmel Capital Partners
California
-$8.15K -100 Closed
PWA
700
Provenance Wealth Advisors
Florida
-$6.52K -80 Closed