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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
CI Investments Inc
276
CI Investments Inc
Ontario, Canada
$33K +$21.9K +643 +269%
TRCT
277
Tower Research Capital (TRC)
New York
$31.1K -$98.8K -2,904 -78%
WCM
278
Winthrop Capital Management
Indiana
$28K
CA
279
Continuum Advisory
Idaho
$27.8K +$23.8K +699 New
PA
280
Parallel Advisors
California
$25.3K
CPBTD
281
Central Pacific Bank - Trust Division
Hawaii
$21.3K +$20.1K +591 New
S
282
SignatureFD
Georgia
$20.2K
HCM
283
Hollencrest Capital Management
California
$19.9K -$10.1K -297 -36%
RMC
284
Resources Management Corp
Connecticut
$18K
QL
285
Quarry LP
New York
$16.9K -$22K -647 -59%
LS
286
Livforsakringsbolaget Skandia
Sweden
$15.1K +$13.6K +400 New
LSA
287
Leonteq Securities AG
Switzerland
$14.4K -$16.3K -480 -56%
NFSG
288
Newbridge Financial Services Group
Florida
$12.3K +$11.1K +325 New
Carson Wealth (CWM LLC)
289
Carson Wealth (CWM LLC)
Nebraska
$12K +$5.85K +172 +115%
NA
290
NewEdge Advisors
Louisiana
$11.9K
GWSA
291
Global Wealth Strategies & Associates
Colorado
$11.3K
CIBC Private Wealth Group
292
CIBC Private Wealth Group
Georgia
$9.94K +$9.39K +276 New
MIM
293
Macroview Investment Management
Maryland
$7.71K +$6.94K +204 New
SWS
294
SYSTM Wealth Solutions
Illinois
$6.46K
BIA
295
Bell Investment Advisors
California
$4.8K +$1.02K +30 +31%
AWM
296
Avior Wealth Management
Nebraska
$4.42K +$3.98K +117 New
AA
297
Ancora Advisors
Ohio
$3.78K
HI
298
Harbour Investments
Wisconsin
$3.78K
SPIA
299
Steward Partners Investment Advisory
New York
$3.78K +$3.4K +100 New
AF
300
Allworth Financial
California
$3.17K -$340 -10 -11%