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Samsara
IOT

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.

New
Increased
Maintained
Reduced
Closed

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%)

Holders
103
Holders Change
+22
Holders Change %
+27.16%
% of All Funds
1.74%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.1%
New
40
Increased
31
Reduced
18
Closed
18
Calls
$10.4M
Puts
$4.29M
Net Calls
+$6.16M
Net Calls Change
+$1.71M

Top Buyers

1
Tiger Global Management
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
AllianceBernstein
Tennessee
+$19M
5
Morgan Stanley
Morgan Stanley
New York
+$18.1M

Top Sellers

1
LSCM
Light Street Capital Management
California
-$29.6M
2
DIG
Dragoneer Investment Group
California
-$21.8M
3
Franklin Resources
Franklin Resources
California
-$10.7M
4
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$9.65M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$9.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$1K +$1.21K +100 New
PCH
102
Polar Capital Holdings
United Kingdom
$420 – – –
LSCM
103
Light Street Capital Management
California
– -$29.6M -1,848,402 Closed
Franklin Resources
104
Franklin Resources
California
– -$10.7M -670,463 Closed
HLC
105
Hunt Lane Capital
New York
– -$7.61M -475,000 Closed
Adage Capital Partners
106
Adage Capital Partners
Massachusetts
– -$6.41M -400,000 Closed
GCM
107
Glynn Capital Management
California
– -$1.61M -100,636 Closed
Citadel Advisors
108
Citadel Advisors
Florida
– -$1.18M -98,008 Closed
Squarepoint
109
Squarepoint
New York
– -$1.12M -70,000 Closed
LP
110
LMR Partners
United Kingdom
– -$956K -59,697 Closed
PIP
111
Polarity Investment Partners
California
– -$861K -53,735 Closed
Point72 Asset Management
112
Point72 Asset Management
Connecticut
– -$796K -49,715 Closed
Truist Financial
113
Truist Financial
North Carolina
– -$573K -35,801 Closed
Marshall Wace
114
Marshall Wace
United Kingdom
– -$472K -29,406 Closed
KC
115
KCL Capital
New York
– -$457K -28,507 Closed
ECM
116
ExodusPoint Capital Management
New York
– -$371K -23,173 Closed
Qube Research & Technologies (QRT)
117
Qube Research & Technologies (QRT)
United Kingdom
– -$348K -21,727 Closed
TRCT
118
Tower Research Capital (TRC)
New York
– -$244K -20,189 -100%
Simplex Trading
119
Simplex Trading
Illinois
– -$25.2K -2,092 Closed
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
– -$2K -140 Closed
CI Investments Inc
121
CI Investments Inc
Ontario, Canada
– +$48 +4 New
1 2 3 4
5

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.