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317 hedge funds and large institutions have $7B invested in Samsara in 2024 Q1 according to their latest regulatory filings, with 116 funds opening new positions, 93 increasing their positions, 71 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

132% more first-time investments, than exits

New positions opened: 116 | Existing positions closed: 50

31% more call options, than puts

Call options by funds: $151M | Put options by funds: $115M

31% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 71

25% more funds holding

Funds holding: 253317 (+64)

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

6% more capital invested

Capital invested by funds: $6.59B → $7B (+$414M)

6.14% less ownership

Funds ownership: 104.47%98.33% (-6.1%)

Holders
317
Holders Change
+64
Holders Change %
+25.3%
% of All Funds
4.57%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
116
Increased
93
Reduced
71
Closed
50
Calls
$151M
Puts
$115M
Net Calls
+$36M
Net Calls Change
+$17.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Daiwa Securities Group
201
Daiwa Securities Group
Japan
$457K +$412K +12,100 New
TM
202
Triatomic Management
California
$449K -$204K -6,000 -34%
SG
203
StoneX Group
New York
$427K +$384K +11,301 New
Lazard Asset Management
204
Lazard Asset Management
New York
$427K -$18.8K -554 -5%
SAM
205
Storebrand Asset Management
Norway
$424K +$382K +11,223 New
CWM
206
Concentrum Wealth Management
California
$407K
DA
207
DCF Advisers
Connecticut
$378K +$340K +10,000 New
JCM
208
Janney Capital Management
Pennsylvania
$377K -$12.2K -360 -3%
DekaBank Deutsche Girozentrale
209
DekaBank Deutsche Girozentrale
Germany
$362K +$320K +9,401 New
AP
210
Adero Partners
California
$346K -$209K -6,144 -40%
CAM
211
Cresset Asset Management
Illinois
$335K +$301K +8,853 New
RA
212
RFG Advisory
Alabama
$333K +$66.2K +1,946 +28%
American Century Companies
213
American Century Companies
Missouri
$330K +$22.5K +662 +8%
MFAM
214
Motley Fool Asset Management
Virginia
$318K -$10.6K -311 -4%
KFS
215
Kaizen Financial Strategies
California
$307K +$276K +8,116 New
CAN
216
Cetera Advisor Networks
California
$306K +$275K +8,090 New
Nordea Investment Management
217
Nordea Investment Management
Sweden
$306K +$272K +7,995 New
HCA
218
Harbour Capital Advisors
Virginia
$301K +$288K +8,475 New
Focus Partners Wealth
219
Focus Partners Wealth
Massachusetts
$299K +$269K +7,918 New
WP
220
Woodline Partners
California
$297K +$267K +7,857 New
CA
221
Cetera Advisors
Colorado
$295K +$16.9K +497 +7%
X
222
Xponance
Pennsylvania
$292K +$262K +7,714 New
JWS
223
Juncture Wealth Strategies
Arizona
$290K +$262K +7,686 New
WE
224
Wealth Effects
Massachusetts
$289K +$260K +7,650 New
PAG
225
Private Advisor Group
New Jersey
$287K +$259K +7,601 New