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SMAR

Smartsheet Inc.

Delisted

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

233 hedge funds and large institutions have $3.14B invested in Smartsheet Inc. in 2019 Q3 according to their latest regulatory filings, with 62 funds opening new positions, 89 increasing their positions, 53 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more call options, than puts

Call options by funds: $43.6M | Put options by funds: $19.1M

68% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 53

27% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 49

5% more funds holding

Funds holding: 221233 (+12)

0% more funds holding in top 10

Funds holding in top 10: 1515 (0)

24% less capital invested

Capital invested by funds: $4.14B → $3.14B (-$992M)

Holders
233
Holders Change
+12
Holders Change %
+5.43%
% of All Funds
5.11%
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.33%
New
62
Increased
89
Reduced
53
Closed
49
Calls
$43.6M
Puts
$19.1M
Net Calls
+$24.6M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
101
Bank of America
North Carolina
$2.93M +$947K +19,876 +32%
Axa
102
Axa
France
$2.84M +$3.76M +78,900 New
Man Group
103
Man Group
United Kingdom
$2.8M +$2.79M +58,526 +306%
Barclays
104
Barclays
United Kingdom
$2.62M +$880K +18,468 +34%
UBS Group
105
UBS Group
Switzerland
$2.61M +$1.57M +32,866 +83%
Ohio Public Employees Retirement System (OPERS)
106
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.59M -$158K -3,326 -4%
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$2.53M +$3.35M +70,273 New
B
108
BP
United Kingdom
$2.4M +$3.18M +66,680 New
State of New Jersey Common Pension Fund D
109
State of New Jersey Common Pension Fund D
New Jersey
$2.32M +$3.06M +64,300 New
HSBC Holdings
110
HSBC Holdings
United Kingdom
$2.3M +$2.59M +54,428 +586%
Legal & General Group
111
Legal & General Group
United Kingdom
$2.17M +$1.65M +34,736 +136%
CFM
112
Coronation Fund Managers
South Africa
$2.17M +$2.86M +60,138 New
OPERF
113
Oregon Public Employees Retirement Fund
Oregon
$2.13M +$723K +15,186 +35%
WMSA
114
Weiss Multi-Strategy Advisers
New York
$2.07M +$2.74M +57,500 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$1.92M +$258K +5,420 +11%
OAM
116
Oxford Asset Management
United Kingdom
$1.9M -$197K -4,135 -7%
Citigroup
117
Citigroup
New York
$1.89M +$1.54M +32,311 +160%
MFAM
118
Motley Fool Asset Management
Virginia
$1.85M -$40.5K -850 -2%
PA
119
Profund Advisors
Maryland
$1.81M +$2.4M +50,303 New
Impax Asset Management Group
120
Impax Asset Management Group
United Kingdom
$1.8M +$2.38M +50,000 New
MSU
121
Mizuho Securities USA
New York
$1.8M +$2.38M +50,000 New
Bessemer Group
122
Bessemer Group
New Jersey
$1.57M +$2.08M +43,628 New
DCM
123
Driehaus Capital Management
Illinois
$1.56M -$24.3M -509,840 -92%
CIBC Private Wealth Group
124
CIBC Private Wealth Group
Georgia
$1.45M +$1.79M +37,653 New
CIC
125
Carnegie Investment Counsel
Ohio
$1.44M +$1.91M +40,000 New

SMAR Hedge Fund Activity: Q3 2019 in Review

233 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2019, worth a combined $3.14B — down 24% from $4.14B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new SMAR positions and 49 closed out — a net gain of 13 holders — while 89 added to existing stakes and 53 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $154M. The largest seller was Insight Holdings Group, exiting entirely with an estimated $500M sold.

  • 233 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2019, up from 221 in Q2 2019.
  • Funds reported $3.14B of Smartsheet Inc. stock for Q3 2019, down 24% quarter-over-quarter.
  • 62 funds opened new Smartsheet Inc. positions in Q3 2019 and 49 closed out, a net change of +13 holders.
  • The largest Smartsheet Inc. buyer in Q3 2019 was First Trust Advisors, an estimated $154M added.
  • The largest Smartsheet Inc. seller in Q3 2019 was Insight Holdings Group, an estimated $500M sold.

Based on aggregated 13F filings for Q3 2019.