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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
OC
276
Oppenheimer & Co
New York
– -$294K -11,655 Closed
CG
277
Cutler Group
California
– -$323K -11,636 Closed
ONGA
278
O'Neil Global Advisors
California
– -$260K -10,321 Closed
SWA
279
Sax Wealth Advisors
New Jersey
– -$240K -9,508 Closed
CAM
280
Cresset Asset Management
Illinois
– -$216K -8,559 Closed
BAM
281
Belpointe Asset Management
Nevada
– -$202K -8,000 Closed
FCA
282
Fortis Capital Advisors
Kansas
– -$202K -8,000 Closed
BFM
283
Boothbay Fund Management
New York
– -$201K -7,966 Closed
JFG
284
Jefferies Financial Group
New York
– -$101K -4,000 Closed
HT
285
Headlands Technologies
Illinois
– -$8.75K -347 Closed
AWM
286
Activest Wealth Management
Florida
– -$6.11K -220 Closed
TAM
287
Tucker Asset Management
Colorado
– -$1.81K -72 Closed
NIC
288
Northwest Investment Counselors
Oregon
– -$454 -18 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.