Samsara
386 hedge funds and large institutions have $10.9B invested in Samsara in 2024 Q3 according to their latest regulatory filings, with 102 funds opening new positions, 150 increasing their positions, 95 reducing their positions, and 47 closing their positions.
117% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 47
117% more funds holding in top 10
Funds holding in top 10: 6 → 13 (+7)
58% more repeat investments, than reductions
Existing positions increased: 150 | Existing positions reduced: 95
57% more capital invested
Capital invested by funds: $6.92B → $10.9B (+$3.96B)
53% more call options, than puts
Call options by funds: $243M | Put options by funds: $158M
16% more funds holding
Funds holding: 333 → 386 (+53)
6.9% more ownership
Funds ownership: 94.08% → 100.98% (+6.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$260M |
| 2 |
BlackRock
New York
|
+$124M |
| 3 |
Norges Bank
Oslo,
Norway
|
+$82.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$80.9M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$72.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCGM
General Catalyst Group Management
Cambridge,
Massachusetts
|
-$122M |
| 2 |
LL
LMDAGG LLC
San Francisco,
California
|
-$89M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$52.2M |
| 4 |
AM
Atreides Management
Boston,
Massachusetts
|
-$49.7M |
| 5 |
Goldman Sachs
New York
|
-$33.1M |
IOT Hedge Fund Activity: Q3 2024 in Review
386 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Samsara (IOT) for Q3 2024, worth a combined $10.9B — up 57% from $6.92B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new IOT positions and 47 closed out — a net gain of 55 holders — while 150 added to existing stakes and 95 trimmed.
The largest buyer was Baillie Gifford & Co, adding an estimated $260M. The largest seller was General Catalyst Group Management, cutting an estimated $122M.
- 386 institutional investors held Samsara (IOT) as of Q3 2024, up from 333 in Q2 2024.
- Funds reported $10.9B of Samsara stock for Q3 2024, up 57% quarter-over-quarter.
- 102 funds opened new Samsara positions in Q3 2024 and 47 closed out, a net change of +55 holders.
- The largest Samsara buyer in Q3 2024 was Baillie Gifford & Co, an estimated $260M added.
- The largest Samsara seller in Q3 2024 was General Catalyst Group Management, an estimated $122M sold.
Based on aggregated 13F filings for Q3 2024.