Samsara
103 hedge funds and large institutions have $1.29B invested in Samsara in 2022 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 18 closing their positions.
144% more call options, than puts
Call options by funds: $10.4M | Put options by funds: $4.29M
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
27% more funds holding
Funds holding: 81 → 103 (+22)
18% less capital invested
Capital invested by funds: $1.56B → $1.29B (-$277M)
151.74% less ownership
Funds ownership: 278.79% → 127.05% (-152%)
Top Buyers
| 1 |
Tiger Global Management
New York
|
+$56.1M |
| 2 |
ACA
Abdiel Capital Advisors
New York
|
+$39.5M |
| 3 |
GA
General Atlantic
New York
|
+$29.5M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$19M |
| 5 |
Morgan Stanley
New York
|
+$18.1M |
Top Sellers
IOT Hedge Fund Activity: Q2 2022 in Review
103 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q2 2022, worth a combined $1.29B — down 18% from $1.56B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IOT positions and 18 closed out — a net gain of 22 holders — while 31 added to existing stakes and 18 trimmed.
The largest buyer was Tiger Global Management, opening a new position worth an estimated $56.1M. The largest seller was Light Street Capital Management, exiting entirely with an estimated $29.6M sold.
- 103 institutional investors held Samsara (IOT) as of Q2 2022, up from 81 in Q1 2022.
- Funds reported $1.29B of Samsara stock for Q2 2022, down 18% quarter-over-quarter.
- 40 funds opened new Samsara positions in Q2 2022 and 18 closed out, a net change of +22 holders.
- The largest Samsara buyer in Q2 2022 was Tiger Global Management, an estimated $56.1M added.
- The largest Samsara seller in Q2 2022 was Light Street Capital Management, an estimated $29.6M sold.
Based on aggregated 13F filings for Q2 2022.