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Samsara
IOT

253 hedge funds and large institutions have $6.59B invested in Samsara in 2023 Q4 according to their latest regulatory filings, with 85 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 85 | Existing positions closed: 36

52% more capital invested

Capital invested by funds: $4.33B → $6.59B (+$2.26B)

34% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 59

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

22% more funds holding

Funds holding: 207 → 253 (+46)

16% more call options, than puts

Call options by funds: $133M | Put options by funds: $114M

9.07% more ownership

Funds ownership: 95.4% → 104.47% (+9.1%)

Holders
253
Holders Change
+46
Holders Change %
+22.22%
% of All Funds
3.69%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
85
Increased
79
Reduced
59
Closed
36
Calls
$133M
Puts
$114M
Net Calls
+$18.6M
Net Calls Change
-$33.6M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$445M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$67.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$40.3M
4
Amundi
Amundi
France
+$35M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$25.5M

Top Sellers

1
WRCM
Whale Rock Capital Management
Massachusetts
-$47M
2
Goldman Sachs
Goldman Sachs
New York
-$44.7M
3
SCV
Sands Capital Ventures
Virginia
-$25.9M
4
Renaissance Technologies
Renaissance Technologies
New York
-$22.7M
5
Invesco
Invesco
Georgia
-$19.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
226
Parkside Financial Bank & Trust
Missouri
$12.1K -$11.1K -400 -52%
NA
227
NewEdge Advisors
Louisiana
$10.5K +$3K +108 +52%
GWSA
228
Global Wealth Strategies & Associates
Colorado
$10K – – –
HDIM
229
Hanson & Doremus Investment Management
Vermont
$9K +$7.78K +280 New
MSFP
230
Mark Sheptoff Financial Planning
Connecticut
$8.35K +$6.94K +250 New
CI Investments Inc
231
CI Investments Inc
Ontario, Canada
$8K +$833 +30 +14%
SWS
232
SYSTM Wealth Solutions
Illinois
$5.71K +$4.75K +171 New
GRP
233
Global Retirement Partners
California
$5.04K +$4.17K +150 New
Carson Wealth (CWM LLC)
234
Carson Wealth (CWM LLC)
Nebraska
$5K +$4.17K +150 New
LA
235
LM Advisors
California
$4.33K +$3.61K +130 New
AA
236
Ancora Advisors
Ohio
$3.34K – – –
HI
237
Harbour Investments
Wisconsin
$3.34K – – –
CCMW
238
Cypress Capital Management (Wyoming)
Wyoming
$3.34K +$2.78K +100 New
BIA
239
Bell Investment Advisors
California
$3.24K +$1.19K +43 +80%
AF
240
Allworth Financial
California
$3.14K +$1.22K +44 +88%
LF
241
Lee Financial
Texas
$2.87K – – –
FFA
242
Farther Finance Advisors
California
$2K +$1.67K +60 New
SHIM
243
Stone House Investment Management
Pennsylvania
$1.84K – – –
Fifth Third Bancorp
244
Fifth Third Bancorp
Ohio
$1.77K +$1.47K +53 New
RA
245
Rise Advisors
New York
$1.67K – – –
JWA
246
JFS Wealth Advisors
Pennsylvania
$802 +$389 +14 +140%
FWM
247
Focused Wealth Management
New York
$668 – – –
BCH
248
Berkshire Capital Holdings
California
$334 +$278 +10 New
LFG
249
Larson Financial Group
Missouri
$234 +$194 +7 New
GWSG
250
GPS Wealth Strategies Group
Colorado
$167 – – –
8 9
10
11 12

IOT Hedge Fund Activity: Q4 2023 in Review

253 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q4 2023, worth a combined $6.59B — up 52% from $4.33B a quarter earlier.

Buyers outnumbered sellers: 85 funds opened new IOT positions and 36 closed out — a net gain of 49 holders — while 79 added to existing stakes and 59 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $445M. The largest seller was Whale Rock Capital Management, cutting an estimated $47M.

  • 253 institutional investors held Samsara (IOT) as of Q4 2023, up from 207 in Q3 2023.
  • Funds reported $6.59B of Samsara stock for Q4 2023, up 52% quarter-over-quarter.
  • 85 funds opened new Samsara positions in Q4 2023 and 36 closed out, a net change of +49 holders.
  • The largest Samsara buyer in Q4 2023 was Morgan Stanley, an estimated $445M added.
  • The largest Samsara seller in Q4 2023 was Whale Rock Capital Management, an estimated $47M sold.

Based on aggregated 13F filings for Q4 2023.