Samsara
IOT
81 hedge funds and large institutions have $1.56B invested in Samsara in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 25 increasing their positions, 14 reducing their positions, and 34 closing their positions.
203% more call options, than puts
Call options by funds: $6.64M | Put options by funds: $2.19M
79% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 14
3% more funds holding
Funds holding: 79 → 81 (+2)
6% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 34
0.96% more ownership
Funds ownership: 277.83% → 278.79% (+0.96%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
43% less capital invested
Capital invested by funds: $2.73B → $1.56B (-$1.17B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCP
Greenoaks Capital Partners
Orinda,
California
|
+$70.8M |
| 2 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$40.3M |
| 3 |
LSCM
Light Street Capital Management
Palo Alto,
California
|
+$35.2M |
| 4 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$30.1M |
| 5 |
PC
PointState Capital
New York
|
+$26.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$191M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$74.6M |
| 3 |
SEP
Soma Equity Partners
San Francisco,
California
|
-$43.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$39.3M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$25.4M |
IOT Hedge Fund Activity: Q1 2022 in Review
81 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q1 2022, worth a combined $1.56B — down 43% from $2.73B a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IOT positions and 34 closed out — a net gain of 2 holders — while 25 added to existing stakes and 14 trimmed.
The largest buyer was Greenoaks Capital Partners, adding an estimated $70.8M. The largest seller was General Atlantic, exiting entirely with an estimated $191M sold.
- 81 institutional investors held Samsara (IOT) as of Q1 2022, up from 79 in Q4 2021.
- Funds reported $1.56B of Samsara stock for Q1 2022, down 43% quarter-over-quarter.
- 36 funds opened new Samsara positions in Q1 2022 and 34 closed out, a net change of +2 holders.
- The largest Samsara buyer in Q1 2022 was Greenoaks Capital Partners, an estimated $70.8M added.
- The largest Samsara seller in Q1 2022 was General Atlantic, an estimated $191M sold.
Based on aggregated 13F filings for Q1 2022.