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217 hedge funds and large institutions have $4.48B invested in Samsara in 2023 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 72 increasing their positions, 49 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

152% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 29

54% more capital invested

Capital invested by funds: $2.91B → $4.48B (+$1.56B)

47% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 49

25% more funds holding

Funds holding: 174217 (+43)

2% less call options, than puts

Call options by funds: $73.6M | Put options by funds: $75.4M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

12.19% less ownership

Funds ownership: 108.25%96.06% (-12%)

Holders
217
Holders Change
+43
Holders Change %
+24.71%
% of All Funds
3.41%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
73
Increased
72
Reduced
49
Closed
29
Calls
$73.6M
Puts
$75.4M
Net Calls
-$1.82M
Net Calls Change
-$6.26M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
Activest Wealth Management
Florida
$5K +$3.68K +166 New
TAM
202
Tucker Asset Management
Colorado
$4.57K +$3.66K +165 New
CI Investments Inc
203
CI Investments Inc
Ontario, Canada
$4K +$3.19K +144 +2,880%
AA
204
Ancora Advisors
Ohio
$2.77K
HI
205
Harbour Investments
Wisconsin
$2.77K
LF
206
Lee Financial
Texas
$2.38K
SHIM
207
Stone House Investment Management
Pennsylvania
$1.52K +$1.22K +55 New
AF
208
Allworth Financial
California
$1.39K
DSC
209
Duncker Streett & Co
Missouri
$1.39K
RA
210
Rise Advisors
New York
$1.39K +$1.11K +50 New
FWM
211
Focused Wealth Management
New York
$554
BIA
212
Bell Investment Advisors
California
$527 -$155 -7 -27%
JWA
213
JFS Wealth Advisors
Pennsylvania
$194 +$155 +7 New
SIC
214
SJS Investment Consulting
Ohio
$56 +$44 +2 New
AF
215
Advisornet Financial
Minnesota
$55 +$44 +2 New
DI
216
Disciplined Investments
Oklahoma
$55 +$44 +2 New
GA
217
General Atlantic
New York
-$182M -9,227,020 Closed
GCP
218
Greenoaks Capital Partners
California
-$26.9M -1,363,027 Closed
MIOT
219
Massachusetts Institute of Technology
Massachusetts
-$4.69M -237,915 Closed
SO
220
STRS Ohio
Ohio
-$2.24M -113,723 Closed
Ameriprise
221
Ameriprise
Minnesota
-$1.13M -108,966 Closed
GIPM
222
G2 Investment Partners Management
New York
-$2.03M -102,856 Closed
GCM
223
Graham Capital Management
Connecticut
-$1.89M -95,801 Closed
CCP
224
Caden Capital Partners
California
-$1.48M -75,000 Closed
JF
225
Jump Financial
Illinois
-$1.17M -59,195 Closed