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155 hedge funds and large institutions have $1.56B invested in Samsara in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 51 increasing their positions, 31 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

146% more call options, than puts

Call options by funds: $18.7M | Put options by funds: $7.59M

89% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 27

65% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 31

16% more funds holding

Funds holding: 134155 (+21)

3% less capital invested

Capital invested by funds: $1.6B → $1.56B (-$43.8M)

20.59% less ownership

Funds ownership: 119.88%99.29% (-21%)

29% less funds holding in top 10

Funds holding in top 10: 1410 (-4)

Holders
155
Holders Change
+21
Holders Change %
+15.67%
% of All Funds
2.49%
Holding in Top 10
10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-28.57%
% of All Funds
0.16%
New
51
Increased
51
Reduced
31
Closed
27
Calls
$18.7M
Puts
$7.59M
Net Calls
+$11.1M
Net Calls Change
+$3.29M
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
126
Coppell Advisory Solutions
Texas
$44.3K +$40.6K +3,567 New
CASC
127
Coppell Advisory Solutions Corp
Texas
$44.3K +$40.6K +3,567 New
RFG
128
RFP Financial Group
Georgia
$43.5K +$39.9K +3,500 New
Wells Fargo
129
Wells Fargo
California
$43.1K +$4.05K +356 +11%
TFM
130
TFC Financial Management
Massachusetts
$37.3K
AAM
131
Advisors Asset Management
Colorado
$34K +$4.9K +430 +19%
Macquarie Group
132
Macquarie Group
Australia
$30K +$7.39K +649 +37%
SOW
133
State of Wyoming
Wyoming
$26.9K +$24.7K +2,167 New
TRCT
134
Tower Research Capital (TRC)
New York
$26K +$22.5K +1,979 +1,850%
RMC
135
Resources Management Corp
Connecticut
$16K
Osaic Holdings
136
Osaic Holdings
Arizona
$15K -$37.6K -3,305 -73%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$13.7K
US Bancorp
138
US Bancorp
Minnesota
$13K -$797 -70 -6%
MA
139
Montag & Associates
Georgia
$12.4K
MIM
140
Macroview Investment Management
Maryland
$11K +$10.1K +887 New
PMFA
141
Plante Moran Financial Advisors
Michigan
$10.6K +$9.67K +849 New
BAM
142
Belpointe Asset Management
Nevada
$7.31K +$6.7K +588 New
MCC
143
Money Concepts Capital
Florida
$6.29K +$5.76K +506 New
GWSA
144
Global Wealth Strategies & Associates
Colorado
$3.73K +$3.42K +300 New
CP
145
Castleview Partners
Texas
$2.58K
HI
146
Harbour Investments
Wisconsin
$1.24K
ASN
147
Advisory Services Network
Georgia
$1.24K +$1.14K +100 New
AA
148
Ancora Advisors
Ohio
$1K
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$1K
DSC
150
Duncker Streett & Co
Missouri
$622