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SMAR

Smartsheet Inc.

Delisted

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

205 hedge funds and large institutions have $4.42B invested in Smartsheet Inc. in 2019 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 64 increasing their positions, 74 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $3.14B → $4.42B (+$1.27B)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

10% less call options, than puts

Call options by funds: $21.1M | Put options by funds: $23.6M

12% less funds holding

Funds holding: 233205 (-28)

14% less repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 74

35% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 63

Holders
205
Holders Change
-28
Holders Change %
-12.02%
% of All Funds
4.04%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.28%
New
41
Increased
64
Reduced
74
Closed
63
Calls
$21.1M
Puts
$23.6M
Net Calls
-$2.46M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$10.7M -$153K -3,709 -2%
CGI
52
Calixto Global Investors
Florida
$10.4M +$9.59M +232,012 New
PP
53
PDT Partners
New York
$10.2M +$2.68M +64,705 +40%
CIBC Private Wealth Group
54
CIBC Private Wealth Group
Georgia
$10M +$7.65M +184,937 +491%
AP
55
AlpInvest Partners
Netherlands
$9.88M -$7.38M -178,456 -45%
EVM
56
Eaton Vance Management
Massachusetts
$9.34M +$8.6M +207,878 New
Janus Henderson Group
57
Janus Henderson Group
United Kingdom
$8.51M -$827K -19,993 -10%
Two Sigma Advisers
58
Two Sigma Advisers
New York
$8.29M -$17.6M -426,500 -70%
FA
59
Friess Associates
Delaware
$8.02M +$203K +4,919 +3%
Swiss National Bank
60
Swiss National Bank
Switzerland
$7.65M +$244K +5,900 +4%
SPC
61
Stony Point Capital
New York
$7.08M +$6.52M +157,666 New
Bank of Nova Scotia
62
Bank of Nova Scotia
Ontario, Canada
$7.07M +$6.5M +157,300 New
WMSA
63
Weiss Multi-Strategy Advisers
New York
$6.87M +$3.95M +95,500 +166%
California State Teachers Retirement System (CalSTRS)
64
California State Teachers Retirement System (CalSTRS)
California
$6.83M +$476K +11,510 +8%
Citadel Advisors
65
Citadel Advisors
Florida
$6.49M -$49.8M -1,205,432 -89%
AQR Capital Management
66
AQR Capital Management
Connecticut
$6.34M -$3.01M -72,710 -34%
PGM
67
Parian Global Management
New York
$5.97M +$5.5M +133,000 New
DM
68
Diker Management
New York
$5.83M -$4.59M -111,000 -46%
CFM
69
Coronation Fund Managers
South Africa
$5.69M +$2.75M +66,494 +111%
PC
70
Pier Capital
Connecticut
$5.61M -$2.69M -65,115 -34%
UBS AM
71
UBS AM
Illinois
$5.17M +$233K +5,626 +5%
Invesco
72
Invesco
Georgia
$4.98M +$4.1M +99,221 +854%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$4.57M -$8.23K -199 -0.2%
Deutsche Bank
74
Deutsche Bank
Germany
$4.55M -$53.8M -1,300,394 -93%
HI
75
HBK Investments
Texas
$4.49M

SMAR Hedge Fund Activity: Q4 2019 in Review

205 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2019, worth a combined $4.42B — up 41% from $3.14B a quarter earlier.

Sellers outnumbered buyers: 63 funds closed out of SMAR and 41 opened new positions — a net loss of 22 holders — while 74 trimmed existing stakes and 64 added.

The largest buyer was Capital World Investors, adding an estimated $352M. The largest seller was Deutsche Bank, cutting an estimated $53.8M.

  • 205 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2019, down from 233 in Q3 2019.
  • Funds reported $4.42B of Smartsheet Inc. stock for Q4 2019, up 41% quarter-over-quarter.
  • 41 funds opened new Smartsheet Inc. positions in Q4 2019 and 63 closed out, a net change of -22 holders.
  • The largest Smartsheet Inc. buyer in Q4 2019 was Capital World Investors, an estimated $352M added.
  • The largest Smartsheet Inc. seller in Q4 2019 was Deutsche Bank, an estimated $53.8M sold.

Based on aggregated 13F filings for Q4 2019.