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611 hedge funds and large institutions have $21.2B invested in Okta in 2020 Q3 according to their latest regulatory filings, with 87 funds opening new positions, 236 increasing their positions, 197 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 236 | Existing positions reduced: 197

12% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 78

10% more capital invested

Capital invested by funds: $19.3B → $21.2B (+$1.97B)

1% more funds holding

Funds holding: 605611 (+6)

0.08% more ownership

Funds ownership: 82.84%82.92% (+0.08%)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

28% less call options, than puts

Call options by funds: $742M | Put options by funds: $1.03B

Holders
611
Holders Change
+6
Holders Change %
+0.99%
% of All Funds
12.33%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.26%
New
87
Increased
236
Reduced
197
Closed
78
Calls
$742M
Puts
$1.03B
Net Calls
-$288M
Net Calls Change
-$384M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
201
Profund Advisors
Maryland
$3.84M -$951K -4,561 -20%
Cambridge Investment Research Advisors
202
Cambridge Investment Research Advisors
Iowa
$3.81M +$114K +547 +3%
Skandinaviska Enskilda Banken (SEB)
203
Skandinaviska Enskilda Banken (SEB)
Sweden
$3.74M +$293K +1,407 +9%
QT
204
Quantbot Technologies
New York
$3.72M +$560K +2,687 +18%
Rafferty Asset Management
205
Rafferty Asset Management
New York
$3.61M +$2.26M +10,841 +180%
MML Investors Services
206
MML Investors Services
Massachusetts
$3.58M +$165K +791 +5%
CIBC World Market
207
CIBC World Market
Ontario, Canada
$3.49M -$639K -3,067 -16%
Baird Financial Group
208
Baird Financial Group
Wisconsin
$3.46M -$20.8K -100 -0.6%
KC
209
Knuff & Co
California
$3.39M +$268K +1,286 +9%
EAMA
210
EFG Asset Management (Americas)
Florida
$3.36M +$292K +1,402 +10%
Russell Investments Group
211
Russell Investments Group
United Kingdom
$3.36M -$2.4M -11,511 -42%
Principal Financial Group
212
Principal Financial Group
Iowa
$3.24M -$859K -4,121 -21%
ACM
213
Alight Capital Management
New York
$3.21M
PHK
214
Point72 Hong Kong
Hong Kong
$3.21M +$3.13M +14,995 New
GP
215
Geneva Partners
Wisconsin
$3.16M -$1.47M -7,073 -32%
KCM
216
Karp Capital Management
California
$3.07M -$497K -2,385 -14%
JSA
217
Jacobson & Schmitt Advisors
Wisconsin
$3.04M -$1.22M -5,863 -29%
DWM
218
Darwin Wealth Management
Florida
$2.89M -$151K -724 -5%
BRWA
219
B. Riley Wealth Advisors
Florida
$2.86M +$477K +2,290 +20%
Wolverine Trading
220
Wolverine Trading
Illinois
$2.84M -$6.31M -30,291 -69%
JMPWA
221
JP Morgan Private Wealth Advisors
California
$2.84M +$338K +1,622 +14%
Comerica Bank
222
Comerica Bank
Texas
$2.78M +$44.2K +212 +2%
DM
223
Diker Management
New York
$2.78M
DnB Asset Management
224
DnB Asset Management
Norway
$2.77M +$207K +992 +8%
AIM
225
Aigen Investment Management
New York
$2.74M +$1.95M +9,360 +270%