SMAR

Smartsheet Inc.
SMAR

Overview Fund Activity
Delisted

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

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378 hedge funds and large institutions have $5.97B invested in Smartsheet Inc. in 2023 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 134 increasing their positions, 137 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
378
Holders Change
+25
Holders Change %
+7.08%
% of All Funds
5.54%
Holding in Top 10
14
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.69%
% of All Funds
0.21%
New
64
Increased
134
Reduced
137
Closed
36
Calls
$90.8M
Puts
$23.1M
Net Calls
+$67.7M
Net Calls Change
+$23.1M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$74.2M
2
GIM
Granahan Investment Management
Massachusetts
+$44.8M
3
NPCM
North Peak Capital Management
New York
+$35.2M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$31.5M
5
CFM
Coronation Fund Managers
South Africa
+$30.5M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$66M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$49.2M
3
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$37.4M
4
Squarepoint
Squarepoint
New York
-$35.5M
5
1WCM
12 West Capital Management
New York
-$35.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
326
UMB Bank
Missouri
$38K -$1.15K -24 -3%
VFA
327
Virtus Fund Advisers
Connecticut
$36.3K – – –
AF
328
Allworth Financial
California
$36.1K +$34.7K +726 +2,503%
MSWM
329
McGlone Suttner Wealth Management
Wisconsin
$33K +$33K +691 New
FHA
330
First Horizon Advisors
Tennessee
$28.8K +$9.85K +206 +52%
PTC
331
Private Trust Company
Ohio
$27.9K +$430 +9 +2%
AIM
332
Anchor Investment Management
South Carolina
$23.9K – – –
PS
333
Planned Solutions
California
$23.9K +$23.9K +500 New
CIA
334
Cape Investment Advisory
Georgia
$20.3K +$20.3K +425 New
HNB
335
Huntington National Bank
Ohio
$16.9K +$16.9K +353 +35,300%
RCM
336
Raleigh Capital Management
North Carolina
$14.8K +$2.1K +44 +17%
Fifth Third Bancorp
337
Fifth Third Bancorp
Ohio
$14.3K – – –
LC
338
Lindbrook Capital
California
$13.1K -$4.35K -91 -25%
PLU
339
Performa Ltd (US)
South Carolina
$12.3K – – –
SWA
340
SOA Wealth Advisors
New York
$11.5K – – –
AWM
341
Abound Wealth Management
Tennessee
$11.2K – – –
CFGS
342
Concourse Financial Group Securities
Alabama
$10.8K +$2.1K +44 +24%
EWA
343
EverSource Wealth Advisors
Alabama
$10.6K – – –
CI Investments Inc
344
CI Investments Inc
Ontario, Canada
$9K +$46 +1 +0.5%
HIIFS
345
Harel Insurance Investments & Financial Services
Israel
$8K -$6.01K -118 -43%
WTG
346
West Tower Group
Virginia
$7.84K -$9.56K -200 -55%
HCP
347
Hexagon Capital Partners
Arkansas
$7.6K – – –
AAP
348
Arax Advisory Partners
Colorado
$7.37K – – –
QCG
349
Quadrant Capital Group
Ohio
$7.37K +$3.3K +69 +81%
VWM
350
Venturi Wealth Management
Texas
$5.84K -$4.93K -103 -46%
12 13
14
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