We are live on ! Find out more

174 hedge funds and large institutions have $2.91B invested in Samsara in 2023 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

87% more capital invested

Capital invested by funds: $1.56B → $2.91B (+$1.36B)

67% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 30

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

14% more call options, than puts

Call options by funds: $35.8M | Put options by funds: $31.4M

12% more funds holding

Funds holding: 155174 (+19)

8.96% more ownership

Funds ownership: 99.29%108.25% (+9%)

10% less funds holding in top 10

Funds holding in top 10: 109 (-1)

Holders
174
Holders Change
+19
Holders Change %
+12.26%
% of All Funds
2.77%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.14%
New
50
Increased
60
Reduced
43
Closed
30
Calls
$35.8M
Puts
$31.4M
Net Calls
+$4.44M
Net Calls Change
-$6.63M
Name Holding Trade Value Shares
Change
Change in
Stake
ASRS
101
Arizona State Retirement System
Arizona
$506K +$82.9K +5,232 +26%
BM
102
Brandywine Managers
Delaware
$504K
BOCH
103
Blue Owl Capital Holdings
New York
$482K +$387K +24,441 New
LFAS
104
Level Four Advisory Services
Texas
$464K +$373K +23,537 New
RJFSA
105
Raymond James Financial Services Advisors
Florida
$462K +$371K +23,416 New
GAM
106
Gotham Asset Management
New York
$453K +$364K +22,991 New
RWM
107
Ritholtz Wealth Management
New York
$448K -$298K -18,783 -45%
Verition Fund Management
108
Verition Fund Management
Connecticut
$445K +$358K +22,577 New
Wellington Management Group
109
Wellington Management Group
Massachusetts
$404K -$15.3K -964 -4%
AAS
110
Avantax Advisory Services
Texas
$367K -$34.9K -2,200 -11%
Lazard Asset Management
111
Lazard Asset Management
New York
$364K +$131K +8,281 +81%
HLA
112
Hamilton Lane Advisors
Pennsylvania
$350K +$281K +17,727 New
SRAM
113
Spouting Rock Asset Management
Pennsylvania
$328K -$34.1K -2,153 -11%
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$312K -$175K -11,034 -41%
GCP
115
GSA Capital Partners
United Kingdom
$311K -$25K -1,574 -9%
Wolverine Trading
116
Wolverine Trading
Illinois
$306K -$10.7K -673 -4%
SWA
117
Sax Wealth Advisors
New Jersey
$306K -$534K -33,686 -68%
SM
118
Sciencast Management
New Jersey
$296K +$248K +15,613 New
SCA
119
STALEY CAPITAL ADVISERS
Pennsylvania
$296K +$238K +15,000 New
ECG
120
EPIQ Capital Group
California
$293K +$236K +14,868 New
NRD
121
Nebula Research & Development
New York
$293K +$235K +14,847 New
MSFS
122
Main Street Financial Solutions
Pennsylvania
$286K -$238K -15,000 -51%
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$286K +$35.9K +2,264 +19%
XT
124
XTX Topco
Cayman Islands
$271K -$887K -55,976 -80%
JCM
125
Janney Capital Management
Pennsylvania
$265K +$8.16K +515 +4%