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ESMT

EngageSmart, Inc.
ESMT

Delisted

ESMT was delisted on the 25th of January, 2024.

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76 hedge funds and large institutions have $3.43B invested in EngageSmart, Inc. in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

72,642% more call options, than puts

Call options by funds: $8.73M | Put options by funds: $12K

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

3% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 40

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 77 → 76 (-1)

28% less capital invested

Capital invested by funds: $4.78B → $3.43B (-$1.35B)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
18
Reduced
9
Closed
40
Calls
$8.73M
Puts
$12K
Net Calls
+$8.72M
Net Calls Change
+$8.72M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.2M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$38.7M
3
DIG
Dragoneer Investment Group
California
+$18.6M
4
WP
Woodline Partners
California
+$14.6M
5
Millennium Management
Millennium Management
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$27.6M
2
SSA
Schonfeld Strategic Advisors
New York
-$13.9M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$13.6M
4
Norges Bank
Norges Bank
Norway
-$10.3M
5
APM
Avidity Partners Management
Texas
-$9.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$2.79M +$2.66M +96,181 +495%
RC
27
Roubaix Capital
Colorado
$2.76M +$3.17M +114,579 New
Renaissance Technologies
28
Renaissance Technologies
New York
$2.75M +$3.14M +113,800 New
Tudor Investment Corp
29
Tudor Investment Corp
Connecticut
$2.54M -$281K -10,165 -9%
CCM
30
CAAS Capital Management
New York
$2.41M – – –
UBS Group
31
UBS Group
Switzerland
$2.36M +$2.7M +97,839 New
Squarepoint
32
Squarepoint
New York
$2.05M +$42.9K +1,553 +2%
Teacher Retirement System of Texas
33
Teacher Retirement System of Texas
Texas
$1.93M – – –
PAMP
34
Polar Asset Management Partners
Ontario, Canada
$1.47M – – –
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.46M +$1.67M +60,614 New
ED
36
Exane Derivatives
France
$1.1M +$1.26M +45,605 New
HF
37
HRT Financial
New York
$1.06M +$1.21M +43,906 New
Bank of America
38
Bank of America
North Carolina
$1.05M +$1.2M +43,493 +86,986%
LSA
39
Leonteq Securities AG
Switzerland
$1.05M +$1.09M +39,428 +962%
PCM
40
Pentwater Capital Management
Florida
$965K +$643K +23,260 +139%
Simplex Trading
41
Simplex Trading
Illinois
$910K +$1.04M +37,755 New
Invesco
42
Invesco
Georgia
$906K +$1.04M +37,565 New
LCM
43
Laurion Capital Management
New York
$844K – – –
Charles Schwab
44
Charles Schwab
California
$838K +$960K +34,731 New
Bank of New York Mellon
45
Bank of New York Mellon
New York
$774K +$887K +32,104 New
Alyeska Investment Group
46
Alyeska Investment Group
Illinois
$645K -$2.72M -98,274 -79%
CSS
47
Cubist Systematic Strategies
Connecticut
$637K +$730K +26,430 New
N
48
Nuveen
North Carolina
$581K +$666K +24,108 New
BPC
49
Banque Pictet & Cie
Switzerland
$329K +$377K +13,647 New
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$269K +$308K +11,165 New
1
2
3 4 5

ESMT Hedge Fund Activity: Q4 2021 in Review

76 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2021, worth a combined $3.43B — down 28% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESMT positions and 40 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.2M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $27.6M sold.

  • 76 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2021, down from 77 in Q3 2021.
  • Funds reported $3.43B of EngageSmart, Inc. stock for Q4 2021, down 28% quarter-over-quarter.
  • 41 funds opened new EngageSmart, Inc. positions in Q4 2021 and 40 closed out, a net change of +1 holder.
  • The largest EngageSmart, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $42.2M added.
  • The largest EngageSmart, Inc. seller in Q4 2021 was TimesSquare Capital Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2021.