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Okta
OKTA
OKTA
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: 15 → 19 (+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: 599 → 620 (+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
Top Buyers
| 1 |
Cerity Partners
New York
|
+$238M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$190M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
+$156M |
| 4 |
Morgan Stanley
New York
|
+$153M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$126M |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RDIA
701
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| – | -$7K | -80 | Closed |
|
702
EARNEST Partners
Atlanta,
Georgia
| – | -$4.65K | -57 | Closed |
|
|
CWP
703
Concord Wealth Partners
Abingdon,
Virginia
| – | -$4.4K | -54 | Closed |
|
|
AWA
704
Authentikos Wealth Advisory
Morgan Hill,
California
| – | -$3.18K | -39 | Closed |
|
|
FFL
705
Financial Freedom LLC
Cincinnati,
Ohio
| – | -$1.55K | -19 | Closed |
|
|
IPW
706
Impact Partnership Wealth
Marietta,
Georgia
| – | -$652 | -8 | Closed |
|
|
WT
707
Whittier Trust
South Pasadena,
California
| – | -$326 | -4 | Closed |
|
708
AssetMark Inc
Concord,
California
| – | -$163 | -2 | Closed |
|
|
AP
709
Atwood & Palmer
Kansas City,
Missouri
| – | -$82 | -1 | Closed |
|
|
GFPC
710
Global Financial Private Client
Sarasota,
Florida
| – | -$81 | -1 | Closed |
|