Smartsheet Inc.
SMAR
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.
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: 302 → 293 (-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: 18 → 14 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
+$82.1M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$67.6M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
+$47.1M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$46M |
| 5 |
NPCM
North Peak Capital Management
New York
|
+$45.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$71.3M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
-$50.8M |
| 3 |
Goldman Sachs
New York
|
-$50.1M |
| 4 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$31.6M |
| 5 |
SSA
Schonfeld Strategic Advisors
New York
|
-$29.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$49K | -1,553 | Closed |
|
|
RTC
327
Riverview Trust Company
Vancouver,
Washington
| – | -$12K | -372 | Closed |
|
|
TJHA
328
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| – | -$1K | -47 | Closed |
|
|
PFBT
329
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -20 | Closed |
|
|
MIM
330
Macroview Investment Management
Bethesda,
Maryland
| – | +$271 | +8 | New |
|
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.