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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
FCM
201
Flinton Capital Management
Pennsylvania
$141K
PHK
202
Point72 Hong Kong
Hong Kong
$126K +$165K +3,464 +16,495%
TAM
203
Tyers Asset Management
Texas
$116K
PAM
204
Panagora Asset Management
Massachusetts
$101K +$134K +2,810 New
NA
205
Neuburgh Advisers
California
$91K
CG
206
Cutler Group
California
$78K -$890K -18,680 -90%
AIG
207
American International Group
New York
$77K +$2.33K +49 +2%
PRC
208
Pearl River Capital
Michigan
$68K +$89.5K +1,879 New
MCIM
209
Meadow Creek Investment Management
Georgia
$66K
CI
210
CAZ Investments
Texas
$43K
Carson Wealth (CWM LLC)
211
Carson Wealth (CWM LLC)
Nebraska
$28K
AG
212
Advisor Group
Arizona
$21K -$1.32M -27,758 -98%
AS
213
Altshuler Shaham
Israel
$14K +$18.4K +387 New
APA
214
American Portfolios Advisors
New York
$11.3K
FHA
215
Flagship Harbor Advisors
Massachusetts
$10K
WAP
216
Wealthcare Advisory Partners
Pennsylvania
$9K
PCM
217
Prelude Capital Management
New York
$9K +$12K +251 New
Simplex Trading
218
Simplex Trading
Illinois
$8K -$1.23M -25,824 -99%
EWA
219
Evolution Wealth Advisors
Florida
$7K -$82.1K -1,724 -89%
Bank of Montreal
220
Bank of Montreal
Ontario, Canada
$7K +$9.38K +197 New
FDCDDQ
221
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.13K
GWM
222
Geneos Wealth Management
Colorado
$5K
Skandinaviska Enskilda Banken (SEB)
223
Skandinaviska Enskilda Banken (SEB)
Sweden
$5K
IA
224
IFP Advisors
Florida
$5K +$6.72K +141 New
AF
225
Advisornet Financial
Minnesota
$4K +$4.76K +100 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.