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636 hedge funds and large institutions have $12.8B invested in Okta in 2024 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 271 increasing their positions, 200 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $739M | Put options by funds: $414M

36% more repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 200

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

1.53% more ownership

Funds ownership: 83.74%85.27% (+1.5%)

3% less funds holding

Funds holding: 654636 (-18)

8% less capital invested

Capital invested by funds: $13.9B → $12.8B (-$1.1B)

12% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 89

Holders
636
Holders Change
-18
Holders Change %
-2.75%
% of All Funds
9.19%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
78
Increased
271
Reduced
200
Closed
89
Calls
$739M
Puts
$414M
Net Calls
+$325M
Net Calls Change
-$8.78M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
701
Apollon Wealth Management
South Carolina
-$225K -2,150 Closed
SP
702
Symmetry Partners
Connecticut
-$221K -2,110 Closed
SFA
703
Sequoia Financial Advisors
Ohio
-$214K -2,048 Closed
LOAMU
704
Lombard Odier Asset Management (USA)
New York
-$214K -2,041 Closed
PCM
705
Prelude Capital Management
New York
-$211K -2,019 Closed
AC
706
Abbrea Capital
California
-$211K -2,015 Closed
ECG
707
EPIQ Capital Group
California
-$209K -2,000 Closed
LAI
708
Legal Advantage Investments
California
-$209K -2,000 Closed
YCM
709
Yousif Capital Management
Michigan
-$208K -1,985 Closed
LIM
710
Leavell Investment Management
Alabama
-$207K -1,975 Closed
FMLI
711
Fukoku Mutual Life Insurance
Japan
-$202K -1,930 Closed
CFM
712
Catalyst Funds Management
Australia
-$146K -1,400 Closed
AIG
713
American International Group
New York
-$140K -1,342 Closed
FFWM
714
Future Financial Wealth Management
Ohio
-$62.8K -600 Closed
First Manhattan
715
First Manhattan
New York
-$56.5K -540 Closed
BBHC
716
Brown Brothers Harriman & Co
New York
-$38.5K -368 Closed
CA
717
CoreCap Advisors
Michigan
-$22.7K -217 Closed
PCMC
718
Planning Capital Management Corporation
Pennsylvania
-$20.9K -200 Closed
MAM
719
Meeder Asset Management
Ohio
-$9.21K -88 Closed
BC
720
Barrett & Company
Rhode Island
-$6.28K -60 Closed
LF
721
LifeSteps Financial
California
-$6.28K -60 Closed
QT
722
Quantbot Technologies
New York
-$5.23K -50 Closed
EC
723
Elequin Capital
New York
-$5.02K -48 Closed
JAM
724
JCIC Asset Management
Ontario, Canada
-$4.18K -40 Closed
FPB
725
First PREMIER Bank
South Dakota
-$3K -31 Closed