We are live on ! Find out more
SMAR

Smartsheet Inc.

Delisted

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

293 hedge funds and large institutions have $4.01B invested in Smartsheet Inc. in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 112 increasing their positions, 103 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $57.7M | Put options by funds: $22.4M

8% more capital invested

Capital invested by funds: $3.72B → $4.01B (+$292M)

9% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 103

3% less funds holding

Funds holding: 302293 (-9)

19% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 43

22% less funds holding in top 10

Funds holding in top 10: 1814 (-4)

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
5.05%
Holding in Top 10
14
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-22.22%
% of All Funds
0.24%
New
35
Increased
112
Reduced
103
Closed
43
Calls
$57.7M
Puts
$22.4M
Net Calls
+$35.2M
Net Calls Change
-$30.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PI
276
PineBridge Investments
New York
$3K
SWM
277
Spire Wealth Management
Virginia
$3K +$847 +25 +50%
BTI
278
Blue Trust Inc
Georgia
$3K +$2.95K +87 +2,175%
GEA
279
Glen Eagle Advisors
New Jersey
$2.1K +$2.07K +61 New
MGIM
280
M&G Investment Management
United Kingdom
$1.48K
AssetMark Inc
281
AssetMark Inc
California
$1K -$256K -7,553 -100%
BIA
282
Bell Investment Advisors
California
$1K -$4.07K -120 -80%
MAM
283
Meeder Asset Management
Ohio
$1K -$1.25K -37 -69%
FWM
284
Focused Wealth Management
New York
$1K
SFO
285
Standard Family Office
South Dakota
$1K
BWL
286
Bogart Wealth LLC
Virginia
$1K +$678 +20 New
AF
287
Allworth Financial
California
$1K +$915 +27 +675%
RWML
288
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$928 +$915 +27 New
WPA
289
West Paces Advisors
Georgia
$687
Allianz Asset Management
290
Allianz Asset Management
Germany
-$50.8M -1,616,268 Closed
SSA
291
Schonfeld Strategic Advisors
New York
-$29.3M -932,972 Closed
Bank of Nova Scotia
292
Bank of Nova Scotia
Ontario, Canada
-$24.6M -781,947 Closed
CGI
293
Calixto Global Investors
Florida
-$11.4M -362,843 Closed
JCM
294
JAT Capital Management
Connecticut
-$10.9M -346,939 Closed
PCM
295
Portolan Capital Management
Massachusetts
-$7.64M -243,181 Closed
LP
296
LMR Partners
United Kingdom
-$7.07M -225,000 Closed
ILCM
297
Ivy Lane Capital Management
Florida
-$5.12M -163,000 Closed
SG Americas Securities
298
SG Americas Securities
New York
-$5.05M -160,780 Closed
DA
299
Duality Advisers
Florida
-$2.81M -89,433 Closed
OQS
300
Occudo Quantitative Strategies
Florida
-$2.51M -79,964 Closed

SMAR Hedge Fund Activity: Q3 2022 in Review

293 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2022, worth a combined $4.01B — up 7.9% from $3.72B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of SMAR and 35 opened new positions — a net loss of 8 holders — while 103 trimmed existing stakes and 112 added.

The largest buyer was Eminence Capital, opening a new position worth an estimated $82.1M. The largest seller was Millennium Management, cutting an estimated $71.3M.

  • 293 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2022, down from 302 in Q2 2022.
  • Funds reported $4.01B of Smartsheet Inc. stock for Q3 2022, up 7.9% quarter-over-quarter.
  • 35 funds opened new Smartsheet Inc. positions in Q3 2022 and 43 closed out, a net change of -8 holders.
  • The largest Smartsheet Inc. buyer in Q3 2022 was Eminence Capital, an estimated $82.1M added.
  • The largest Smartsheet Inc. seller in Q3 2022 was Millennium Management, an estimated $71.3M sold.

Based on aggregated 13F filings for Q3 2022.