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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
SIC
251
SJS Investment Consulting
Ohio
$134 – – –
AF
252
Advisornet Financial
Minnesota
$67 -$139 -5 -71%
TWD
253
True Wealth Design
Ohio
$34 – – –
WP
254
Woodline Partners
California
– -$8.25M -327,338 Closed
BA
255
Bellwether Advisors
Nebraska
– -$5.87M -232,936 Closed
WU
256
Washington University
Missouri
– -$3.66M -145,279 Closed
LCG
257
Lisanti Capital Growth
New York
– -$3.25M -128,820 Closed
MIOT
258
Massachusetts Institute of Technology
Massachusetts
– -$3.18M -126,330 Closed
SO
259
STRS Ohio
Ohio
– -$2.79M -110,538 Closed
PC
260
PointState Capital
New York
– -$2.58M -102,474 Closed
Adage Capital Partners
261
Adage Capital Partners
Massachusetts
– -$2.52M -100,000 Closed
New York State Common Retirement Fund
262
New York State Common Retirement Fund
New York
– -$2.38M -94,575 Closed
Acadian Asset Management
263
Acadian Asset Management
Massachusetts
– -$1.96M -77,787 Closed
N
264
Natixis
France
– -$1.27M -50,200 Closed
LCGC
265
Legacy Capital Group California
California
– -$1.15M -45,550 Closed
SF
266
Synovus Financial
Georgia
– -$1.06M -42,120 Closed
Simplex Trading
267
Simplex Trading
Illinois
– -$1.04M -37,321 Closed
Ensign Peak Advisors
268
Ensign Peak Advisors
Utah
– -$938K -37,200 Closed
HIM
269
Hillsdale Investment Management
Ontario, Canada
– -$511K -20,250 Closed
Group One Trading
270
Group One Trading
Illinois
– -$536K -19,289 Closed
SRAM
271
Spouting Rock Asset Management
Pennsylvania
– -$469K -18,609 Closed
HTC
272
Hershey Trust Company
Pennsylvania
– -$398K -15,791 Closed
GS
273
GTS Securities
New York
– -$438K -15,772 Closed
CC
274
Cipher Capital
New York
– -$370K -14,665 Closed
MSFS
275
Main Street Financial Solutions
Pennsylvania
– -$366K -14,499 Closed
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.