Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
353 hedge funds and large institutions have $4.89B invested in Smartsheet Inc. in 2023 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 130 increasing their positions, 118 reducing their positions, and 37 closing their positions.
160% more call options, than puts
Call options by funds: $72.5M | Put options by funds: $27.9M
30% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 37
18% more funds holding in top 10
Funds holding in top 10: 11 → 13 (+2)
10% more repeat investments, than reductions
Existing positions increased: 130 | Existing positions reduced: 118
6% more capital invested
Capital invested by funds: $4.64B → $4.89B (+$256M)
3% more funds holding
Funds holding: 344 → 353 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$88.9M |
| 2 |
DCM
Dorsal Capital Management
Redwood City,
California
|
+$53.3M |
| 3 |
RC
RGM Capital
Naples,
Florida
|
+$51.4M |
| 4 |
EC
Eminence Capital
New York
|
+$50.3M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$34.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$207M |
| 2 |
Alkeon Capital Management
New York
|
-$37.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.8M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$34.4M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
-$32M |
SMAR Hedge Fund Activity: Q3 2023 in Review
353 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q3 2023, worth a combined $4.89B — up 5.5% from $4.64B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new SMAR positions and 37 closed out — a net gain of 11 holders — while 130 added to existing stakes and 118 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $88.9M. The largest seller was Capital World Investors, cutting an estimated $207M.
- 353 institutional investors held Smartsheet Inc. (SMAR) as of Q3 2023, up from 344 in Q2 2023.
- Funds reported $4.89B of Smartsheet Inc. stock for Q3 2023, up 5.5% quarter-over-quarter.
- 48 funds opened new Smartsheet Inc. positions in Q3 2023 and 37 closed out, a net change of +11 holders.
- The largest Smartsheet Inc. buyer in Q3 2023 was Citadel Advisors, an estimated $88.9M added.
- The largest Smartsheet Inc. seller in Q3 2023 was Capital World Investors, an estimated $207M sold.
Based on aggregated 13F filings for Q3 2023.