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386 hedge funds and large institutions have $10.9B invested in Samsara in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 151 increasing their positions, 94 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

122% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 46

117% more funds holding in top 10

Funds holding in top 10: 613 (+7)

61% more repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 94

57% more capital invested

Capital invested by funds: $6.92B → $10.9B (+$3.96B)

53% more call options, than puts

Call options by funds: $243M | Put options by funds: $158M

16% more funds holding

Funds holding: 332386 (+54)

6.9% more ownership

Funds ownership: 94.08%100.98% (+6.9%)

Holders
386
Holders Change
+54
Holders Change %
+16.27%
% of All Funds
5.54%
Holding in Top 10
13
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+116.67%
% of All Funds
0.19%
New
102
Increased
151
Reduced
94
Closed
46
Calls
$243M
Puts
$158M
Net Calls
+$84.5M
Net Calls Change
+$30.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$4.62K +$1.18K +29 +43%
RIL
352
Rothschild Investment LLC
Illinois
$3.85K +$811 +20 +33%
HI
353
Harbour Investments
Wisconsin
$3.13K -$1.42K -35 -35%
T
354
Tidemark
California
$3.13K +$2.63K +65 New
ACM
355
Anfield Capital Management
California
$2.84K
SHIM
356
Stone House Investment Management
Pennsylvania
$2.65K
AF
357
Allworth Financial
California
$2.41K
GI
358
GAMMA Investing
California
$2.41K
FDCP
359
Foster Dykema Cabot & Partners
Massachusetts
$2.26K +$1.91K +47 New
BTI
360
Blue Trust Inc
Georgia
$2.19K +$1.82K +45 +225%
HFM
361
Harvest Fund Management
China
$2K +$1.82K +45 New
EWA
362
EverSource Wealth Advisors
Alabama
$1.73K +$486 +12 +50%
TC
363
Trust Company
Kansas
$1.73K +$1.46K +36 New
JWA
364
JFS Wealth Advisors
Pennsylvania
$1.69K +$446 +11 +46%
RA
365
Rise Advisors
New York
$1.2K
OW
366
Olistico Wealth
Oklahoma
$1.11K +$932 +23 New
TWC
367
TD Waterhouse Canada
Ontario, Canada
$981 -$1.09K -27 -56%
NIC
368
Northwest Investment Counselors
Oregon
$866 +$730 +18 New
AP
369
Atwood & Palmer
Missouri
$819 +$689 +17 New
RAM
370
Riggs Asset Management
Pennsylvania
$770
DPW
371
DiNuzzo Private Wealth
Pennsylvania
$722 +$284 +7 +88%
LSA
372
Leonteq Securities AG
Switzerland
$674 -$23.5K -579 -98%
AA
373
Addison Advisors
Vermont
$674 +$567 +14 New
LFG
374
Larson Financial Group
Missouri
$577 +$203 +5 +71%
BCH
375
Berkshire Capital Holdings
California
$481

IOT Hedge Fund Activity: Q3 2024 in Review

386 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q3 2024, worth a combined $10.9B — up 57% from $6.92B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new IOT positions and 46 closed out — a net gain of 56 holders — while 151 added to existing stakes and 94 trimmed.

The largest buyer was Baillie Gifford & Co, adding an estimated $260M. The largest seller was General Catalyst Group Management, cutting an estimated $122M.

  • 386 institutional investors held Samsara (IOT) as of Q3 2024, up from 332 in Q2 2024.
  • Funds reported $10.9B of Samsara stock for Q3 2024, up 57% quarter-over-quarter.
  • 102 funds opened new Samsara positions in Q3 2024 and 46 closed out, a net change of +56 holders.
  • The largest Samsara buyer in Q3 2024 was Baillie Gifford & Co, an estimated $260M added.
  • The largest Samsara seller in Q3 2024 was General Catalyst Group Management, an estimated $122M sold.

Based on aggregated 13F filings for Q3 2024.