EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
69 hedge funds and large institutions have $3.07B invested in EngageSmart, Inc. in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 18 reducing their positions, and 27 closing their positions.
375% more call options, than puts
Call options by funds: $5.28M | Put options by funds: $1.11M
44% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 18
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less funds holding
Funds holding: 76 → 69 (-7)
10% less capital invested
Capital invested by funds: $3.43B → $3.07B (-$357M)
26% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 27
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$49.1M |
| 2 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$17.7M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$14.3M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$6.84M |
| 5 |
Millennium Management
New York
|
+$5.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
-$24.2M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$9.52M |
| 3 |
BlackRock
New York
|
-$8.3M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$7.2M |
| 5 |
IM
Islet Management
New York
|
-$5.43M |
ESMT Hedge Fund Activity: Q1 2022 in Review
69 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q1 2022, worth a combined $3.07B — down 10% from $3.43B a quarter earlier.
Sellers outnumbered buyers: 27 funds closed out of ESMT and 20 opened new positions — a net loss of 7 holders — while 18 trimmed existing stakes and 26 added.
The largest buyer was Fidelity Investments, adding an estimated $49.1M. The largest seller was Holocene Advisors, exiting entirely with an estimated $24.2M sold.
- 69 institutional investors held EngageSmart, Inc. (ESMT) as of Q1 2022, down from 76 in Q4 2021.
- Funds reported $3.07B of EngageSmart, Inc. stock for Q1 2022, down 10% quarter-over-quarter.
- 20 funds opened new EngageSmart, Inc. positions in Q1 2022 and 27 closed out, a net change of -7 holders.
- The largest EngageSmart, Inc. buyer in Q1 2022 was Fidelity Investments, an estimated $49.1M added.
- The largest EngageSmart, Inc. seller in Q1 2022 was Holocene Advisors, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2022.