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317 hedge funds and large institutions have $7B invested in Samsara in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $151M | Put options by funds: $115M

31% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 71

25% more funds holding

Funds holding: 253317 (+64)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $6.59B → $7B (+$414M)

6.14% less ownership

Funds ownership: 104.47%98.33% (-6.1%)

Holders
317
Holders Change
+64
Holders Change %
+25.3%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
116
Increased
93
Reduced
71
Closed
50
Calls
$151M
Puts
$115M
Net Calls
+$36M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Parallax Volatility Advisers
226
Parallax Volatility Advisers
California
$283K +$13.9K +409 +6%
SIG
227
Spinnaker Investment Group
California
$276K
PIM
228
Plato Investment Management
Australia
$274K +$247K +7,258 New
Verition Fund Management
229
Verition Fund Management
Connecticut
$267K -$1.33M -39,231 -85%
CWM
230
CIBC World Markets
New York
$266K +$240K +7,045 New
Stifel Financial
231
Stifel Financial
Missouri
$265K +$239K +7,015 New
SIG
232
Stonegate Investment Group
Alabama
$259K
AWM
233
Apollon Wealth Management
South Carolina
$258K +$232K +6,829 New
Wellington Management Group
234
Wellington Management Group
Massachusetts
$254K +$228K +6,710 New
MPM
235
MBB Public Markets
Illinois
$241K +$217K +6,381 New
WJWM
236
Williams Jones Wealth Management
New York
$241K +$217K +6,377 New
EWA
237
EP Wealth Advisors
California
$235K -$170 -5 -0.1%
CCM
238
Coldstream Capital Management
Washington
$234K
Cambridge Investment Research Advisors
239
Cambridge Investment Research Advisors
Iowa
$230K +$207K +6,074 New
MS
240
Maven Securities
Jersey
$230K +$207K +6,074 New
Wealth Enhancement Advisory Services
241
Wealth Enhancement Advisory Services
Minnesota
$226K +$203K +5,973 New
Susquehanna International Group
242
Susquehanna International Group
Pennsylvania
$225K -$9.03M -265,484 -98%
SRL
243
Scientech Research LLC
New Jersey
$222K +$200K +5,878 New
PCIA
244
Prime Capital Investment Advisors
Kansas
$221K +$199K +5,840 New
EF
245
Empowered Funds
Pennsylvania
$218K +$197K +5,780 New
AWM
246
Avitas Wealth Management
California
$217K +$196K +5,753 New
NW
247
NewEdge Wealth
Pennsylvania
$208K +$192K +5,645 New
DPAM
248
Degroof Petercam Asset Management
Belgium
$193K +$174K +5,100 New
CG
249
Cutler Group
California
$187K +$169K +4,973 New
QT
250
Quantbot Technologies
New York
$169K +$152K +4,474 New