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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
NRD
176
Nebula Research & Development
New York
$364K +$1.25K +45 +0.4%
Russell Investments Group
177
Russell Investments Group
United Kingdom
$364K -$2.54M -91,525 -89%
CWM
178
Concentrum Wealth Management
California
$360K +$299K +10,775 New
VI
179
Versor Investments
New York
$351K -$255K -9,175 -47%
HSA
180
Hussman Strategic Advisors
Maryland
$350K – – –
AWS
181
Atria Wealth Solutions
New York
$348K +$289K +10,423 New
JCM
182
Janney Capital Management
Pennsylvania
$345K +$8.64K +311 +3%
AI
183
AXS Investments
New York
$334K +$278K +10,000 New
NC
184
NinePointTwo Capital
California
$320K – – –
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$312K -$50.5K -1,818 -16%
DCM
186
Deuterium Capital Management
Florida
$292K +$243K +8,750 New
MFAM
187
Motley Fool Asset Management
Virginia
$291K +$242K +8,720 New
AAS
188
Avantax Advisory Services
Texas
$276K -$103K -3,718 -31%
American Century Companies
189
American Century Companies
Missouri
$269K – – –
CA
190
Cetera Advisors
Colorado
$244K +$203K +7,308 New
SIG
191
Spinnaker Investment Group
California
$244K +$203K +7,296 New
Wolverine Trading
192
Wolverine Trading
Illinois
$241K -$360K -12,961 -64%
Parallax Volatility Advisers
193
Parallax Volatility Advisers
California
$236K +$196K +7,068 New
Mercer Global Advisors
194
Mercer Global Advisors
Colorado
$233K +$194K +6,989 New
RA
195
RFG Advisory
Alabama
$230K +$191K +6,878 New
SIG
196
Stonegate Investment Group
Alabama
$229K +$190K +6,850 New
BBA
197
Baader Bank Aktiengesellschaft
Germany
$227K +$189K +6,794 New
EWA
198
EP Wealth Advisors
California
$208K +$173K +6,230 New
CCM
199
Coldstream Capital Management
Washington
$206K +$172K +6,182 New
RhumbLine Advisers
200
RhumbLine Advisers
Massachusetts
$200K +$38.9K +1,400 +30%
6 7
8
9 10

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.