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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
Walleye Capital
76
Walleye Capital
New York
$3.9M +$3.24M +116,840 New
BCM
77
Bayesian Capital Management
New York
$3.46M +$1.15M +41,500 +67%
SC
78
Slow Capital
California
$3.45M +$2.87M +103,331 New
TRSOTSOK
79
Teachers Retirement System of the State of Kentucky
Kentucky
$3.37M -$117K -4,227 -4%
GAM
80
Gotham Asset Management
New York
$3.37M -$132K -4,769 -5%
JF
81
Jump Financial
Illinois
$3.2M +$2.67M +95,972 New
ACM
82
Aquatic Capital Management
Illinois
$3.11M +$2.59M +93,300 New
UBS Group
83
UBS Group
Switzerland
$3.04M +$2.28M +82,084 +901%
PCM
84
Penserra Capital Management
California
$2.86M +$2.38M +85,655 +259,561%
HCA
85
Harbor Capital Advisors
Illinois
$2.84M -$236K -8,489 -9%
LPL Financial
86
LPL Financial
California
$2.71M +$356K +12,829 +19%
YIH
87
Y-Intercept (HK)
Hong Kong
$2.7M +$1.46M +52,714 +186%
OMC
88
Old Mission Capital
Illinois
$2.67M +$2.22M +80,055 New
TF
89
Trek Financial
Arizona
$2.66M +$2.21M +79,627 New
QC
90
Quadrature Capital
United Kingdom
$2.62M -$1.9M -68,272 -46%
PRC
91
Pearl River Capital
Michigan
$2.51M +$2.09M +75,144 New
TI
92
TrueMark Investments
Illinois
$2.48M +$2.06M +74,156 New
Wells Fargo
93
Wells Fargo
California
$2.34M +$280K +10,079 +17%
EWM
94
Empirical Wealth Management
Washington
$2.22M +$17.9K +644 +1%
GI
95
GLOBALT Investments
Georgia
$2.18M +$1.82M +65,436 New
Citigroup
96
Citigroup
New York
$2.18M +$1.42M +51,122 +361%
Macquarie Group
97
Macquarie Group
Australia
$2.16M -$3.95M -142,135 -69%
CC
98
Corton Capital
Ontario, Canada
$2.12M +$514K +18,523 +41%
CC
99
Centiva Capital
New York
$2.09M +$67.5K +2,431 +4%
FC
100
FORA Capital
Florida
$2.04M +$1.7M +61,108 New
2 3
4
5 6

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.