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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
RIL
301
Rothschild Investment LLC
Illinois
$2.27K +$2.04K +60 New
Fifth Third Bancorp
302
Fifth Third Bancorp
Ohio
$2.23K +$204 +6 +11%
FFA
303
Farther Finance Advisors
California
$2.16K
SHIM
304
Stone House Investment Management
Pennsylvania
$2.08K
GI
305
GAMMA Investing
California
$1.89K +$1.7K +50 New
NMM
306
Naples Money Management
Florida
$1.89K +$1.7K +50 New
AW
307
Avion Wealth
Texas
$1K +$476 +14 New
RA
308
Rise Advisors
New York
$945 -$851 -25 -50%
JWA
309
JFS Wealth Advisors
Pennsylvania
$907
NIC
310
Northwest Investment Counselors
Oregon
$680 +$612 +18 New
BCH
311
Berkshire Capital Holdings
California
$378
LFG
312
Larson Financial Group
Missouri
$265
SIC
313
SJS Investment Consulting
Ohio
$227 +$68 +2 +50%
GWSG
314
GPS Wealth Strategies Group
Colorado
$189
EWA
315
EverSource Wealth Advisors
Alabama
$140 +$136 +4 New
TWD
316
True Wealth Design
Ohio
$76 +$34 +1 +100%
FIA
317
FNY Investment Advisers
New York
$2 +$2.35K +69 New
WRCM
318
Whale Rock Capital Management
Massachusetts
-$39.7M -1,189,584 Closed
Renaissance Technologies
319
Renaissance Technologies
New York
-$18.8M -564,400 Closed
Tudor Investment Corp
320
Tudor Investment Corp
Connecticut
-$10.8M -322,935 Closed
TI
321
Trexquant Investment
Connecticut
-$10.1M -301,211 Closed
Principal Financial Group
322
Principal Financial Group
Iowa
-$9.94M -297,789 Closed
SSA
323
Schonfeld Strategic Advisors
New York
-$8.84M -264,911 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
324
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$4.67M -140,000 Closed
HF
325
HRT Financial
New York
-$4.56M -136,694 Closed