Smartsheet Inc.
SMAR
SMAR was delisted on the 21st of January, 2025.
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.
293% more call options, than puts
Call options by funds: $90.8M | Put options by funds: $23.1M
78% more first-time investments, than exits
New positions opened: 64 | Existing positions closed: 36
22% more capital invested
Capital invested by funds: $4.89B → $5.97B (+$1.07B)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
7% more funds holding
Funds holding: 353 → 378 (+25)
2% less repeat investments, than reductions
Existing positions increased: 134 | Existing positions reduced: 137
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$66.2M |
| 2 |
GIM
Granahan Investment Management
Waltham,
Massachusetts
|
+$40M |
| 3 |
NPCM
North Peak Capital Management
New York
|
+$31.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$28.1M |
| 5 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$58.8M |
| 2 |
VOYA Investment Management
Atlanta,
Georgia
|
-$43.8M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
-$37.4M |
| 4 |
Squarepoint
New York
|
-$31.6M |
| 5 |
1WCM
12 West Capital Management
New York
|
-$31.3M |
SMAR Hedge Fund Activity: Q4 2023 in Review
378 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Smartsheet Inc. (SMAR) for Q4 2023, worth a combined $5.97B — up 22% from $4.89B a quarter earlier.
Buyers outnumbered sellers: 64 funds opened new SMAR positions and 36 closed out — a net gain of 28 holders — while 134 added to existing stakes and 137 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $66.2M. The largest seller was Citadel Advisors, cutting an estimated $58.8M.
- 378 institutional investors held Smartsheet Inc. (SMAR) as of Q4 2023, up from 353 in Q3 2023.
- Funds reported $5.97B of Smartsheet Inc. stock for Q4 2023, up 22% quarter-over-quarter.
- 64 funds opened new Smartsheet Inc. positions in Q4 2023 and 36 closed out, a net change of +28 holders.
- The largest Smartsheet Inc. buyer in Q4 2023 was Morgan Stanley, an estimated $66.2M added.
- The largest Smartsheet Inc. seller in Q4 2023 was Citadel Advisors, an estimated $58.8M sold.
Based on aggregated 13F filings for Q4 2023.