ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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68 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, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
26
Reduced
17
Closed
27
Calls
$5.28M
Puts
$1.11M
Net Calls
+$4.17M
Net Calls Change
-$4.55M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.5M
2
DIG
Dragoneer Investment Group
California
+$18.2M
3
WP
Woodline Partners
California
+$14.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$7.03M
5
Millennium Management
Millennium Management
New York
+$6.04M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$24.2M
2
Marshall Wace
Marshall Wace
United Kingdom
-$9.52M
3
BlackRock
BlackRock
New York
-$8.53M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.2M
5
IM
Islet Management
New York
-$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
Prudential Financial
26
Prudential Financial
New Jersey
$1.43M +$1.43M +67,240 New
Bank of America
27
Bank of America
North Carolina
$1.29M +$358K +16,813 +39%
SG Americas Securities
28
SG Americas Securities
New York
$1.28M +$1.28M +59,972 New
Bank of New York Mellon
29
Bank of New York Mellon
New York
$873K +$188K +8,833 +28%
Invesco
30
Invesco
Georgia
$794K -$6.39K -300 -0.8%
Charles Schwab
31
Charles Schwab
California
$771K +$30K +1,404 +4%
Nuveen Asset Management
32
Nuveen Asset Management
Illinois
$771K +$257K +12,068 +50%
DFCM
33
Dark Forest Capital Management
Puerto Rico
$741K +$741K +34,786 New
Goldman Sachs
34
Goldman Sachs
New York
$727K +$727K +34,149 New
CSS
35
Cubist Systematic Strategies
Connecticut
$659K +$96.2K +4,516 +17%
TI
36
Trexquant Investment
Connecticut
$448K +$448K +21,026 New
Brown Advisory
37
Brown Advisory
Maryland
$445K +$445K +20,900 New
Morgan Stanley
38
Morgan Stanley
New York
$396K +$336K +15,744 +555%
PPA
39
Parametric Portfolio Associates
Washington
$361K +$361K +16,923 New
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$352K +$114K +5,366 +48%
HSBC Holdings
41
HSBC Holdings
United Kingdom
$351K +$351K +16,340 New
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$295K +$173K +8,139 +143%
BPC
43
Banque Pictet & Cie
Switzerland
$282K -$8.84K -415 -3%
DTL
44
Dynamic Technology Lab
Singapore
$274K +$274K +12,850 New
MIM
45
MetLife Investment Management
New Jersey
$231K +$82.5K +3,870 +55%
CFCI
46
Comprehensive Financial Consultants Institutional
Indiana
$231K -$3.72K -179 -2%
Deutsche Bank
47
Deutsche Bank
Germany
$198K -$10.3K -485 -5%
AIG
48
American International Group
New York
$170K -$12K -562 -7%
Barclays
49
Barclays
United Kingdom
$163K +$163K +7,661 New
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$160K +$29.9K +1,404 +23%
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