SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

SMAR was delisted on the 21st of January, 2025.

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358 hedge funds and large institutions have $5.8B invested in Smartsheet Inc. in 2023 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 128 increasing their positions, 110 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
358
Holders Change
+37
Holders Change %
+11.53%
% of All Funds
5.73%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.19%
New
68
Increased
128
Reduced
110
Closed
29
Calls
$77.7M
Puts
$11M
Net Calls
+$66.7M
Net Calls Change
+$25M

Top Buyers

1
Invesco
Invesco
Georgia
+$113M
2
Ameriprise
Ameriprise
Minnesota
+$55.8M
3
CIP
Champlain Investment Partners
Vermont
+$36.3M
4
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$33.2M
5
Citadel Advisors
Citadel Advisors
Florida
+$26.3M

Top Sellers

1
SHCM
Sachem Head Capital Management
New York
-$65.7M
2
DCM
Dorsal Capital Management
California
-$43.7M
3
PCH
Polar Capital Holdings
United Kingdom
-$43.2M
4
ClearBridge Investments
ClearBridge Investments
New York
-$35.1M
5
TCG
Tremblant Capital Group
Florida
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCH
226
Freestone Capital Holdings
Washington
$472K -$105K -2,207 -18%
Janney Montgomery Scott
227
Janney Montgomery Scott
Pennsylvania
$468K +$148K +3,101 +46%
EAM
228
Evanson Asset Management
California
$454K – – –
RC
229
RBF Capital
California
$454K – – –
LFAS
230
Level Four Advisory Services
Texas
$448K +$448K +9,363 New
AP
231
AtonRa Partners
Switzerland
$445K +$445K +9,318 New
QT
232
Quantamental Technologies
New York
$444K +$444K +9,287 New
CC
233
Corton Capital
Ontario, Canada
$428K +$65.1K +1,362 +18%
BFM
234
Boothbay Fund Management
New York
$424K +$424K +8,877 New
Verition Fund Management
235
Verition Fund Management
Connecticut
$421K +$421K +8,810 New
JPMPWA
236
J.P. Morgan Private Wealth Advisors
California
$413K -$40.2K -840 -9%
CB
237
Commerce Bank
Missouri
$391K +$23.3K +487 +6%
PCTC
238
Perkins Coie Trust Company
Washington
$389K – – –
Balyasny Asset Management
239
Balyasny Asset Management
Illinois
$387K +$387K +8,093 New
Prudential Financial
240
Prudential Financial
New Jersey
$384K -$698K -14,604 -65%
TSS
241
Two Sigma Securities
New York
$375K +$41K +857 +12%
MIM
242
MetLife Investment Management
New Jersey
$368K +$860 +18 +0.2%
BM
243
Brandywine Managers
Delaware
$368K – – –
SRAM
244
Spouting Rock Asset Management
Pennsylvania
$367K -$48.9K -1,024 -12%
PTC
245
Petrus Trust Company
Texas
$365K +$365K +7,637 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
246
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$363K +$363K +7,596 New
Creative Planning
247
Creative Planning
Kansas
$360K -$16.9K -354 -4%
TC
248
TownSquare Capital
Utah
$354K +$5.98K +125 +2%
MIFH
249
Migdal Insurance & Financial Holdings
Israel
$352K +$124K +2,650 +54%
EMG
250
ETF Managers Group
New Jersey
$351K -$59.4K -1,242 -14%
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