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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
GT
101
Glenmede Trust
Pennsylvania
$12.3M -$5.74M -75,284 -36%
CFM
102
Coronation Fund Managers
South Africa
$11.8M +$2.07M +27,138 +26%
Tudor Investment Corp
103
Tudor Investment Corp
Connecticut
$11.7M +$9.87M +129,319 New
Swedbank
104
Swedbank
Sweden
$11.4M +$313K +4,100 +3%
HSBC Holdings
105
HSBC Holdings
United Kingdom
$11.3M +$1.22M +15,947 +15%
PCMC
106
Paragon Capital Management (Colorado)
Colorado
$11.3M -$26.7K -350 -0.3%
Canada Pension Plan Investment Board
107
Canada Pension Plan Investment Board
Ontario, Canada
$11.2M +$2.32M +30,400 +33%
Aberdeen Group
108
Aberdeen Group
United Kingdom
$11.2M +$2.45M +32,085 +35%
TAM
109
Thematics Asset Management
France
$11.1M -$4.73M -62,000 -34%
MPCL
110
My Personal CFO LLC
Washington
$10.9M +$1.13M +14,753 +14%
Macquarie Group
111
Macquarie Group
Australia
$10.8M +$1.54M +20,149 +20%
Royal Bank of Canada
112
Royal Bank of Canada
Ontario, Canada
$10.5M -$9.7M -127,199 -52%
Envestnet Asset Management
113
Envestnet Asset Management
Illinois
$10.5M -$218K -2,852 -2%
Truist Financial
114
Truist Financial
North Carolina
$10.4M -$2.39M -31,376 -21%
William Blair & Company
115
William Blair & Company
Illinois
$10.2M -$3.52M -46,094 -29%
New York State Common Retirement Fund
116
New York State Common Retirement Fund
New York
$10.1M -$1.07M -13,961 -11%
Robeco Institutional Asset Management
117
Robeco Institutional Asset Management
Netherlands
$9.75M +$1.21M +15,905 +17%
FCM
118
Frontier Capital Management
Massachusetts
$9.66M -$17.5M -229,892 -68%
APG Asset Management
119
APG Asset Management
Netherlands
$9.63M -$415K -5,443 -4%
Connor, Clark & Lunn Investment Management (CC&L)
120
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$9.62M +$1.88M +24,642 +30%
MCAV
121
Meritech Capital Associates V
California
$9.24M
EAM
122
EULAV Asset Management
Florida
$9.14M -$442K -5,800 -5%
MFWM
123
Motley Fool Wealth Management
Virginia
$9.09M -$613K -8,040 -7%
US Bancorp
124
US Bancorp
Minnesota
$9M +$221K +2,902 +3%
PI
125
PEAK6 Investments
Illinois
$8.98M -$12.9M -169,421 -63%