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ESMT

EngageSmart, Inc.

Delisted

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

94 hedge funds and large institutions have $2.36B invested in EngageSmart, Inc. in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

36% more funds holding

Funds holding: 6994 (+25)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less capital invested

Capital invested by funds: $3.07B → $2.36B (-$710M)

Holders
94
Holders Change
+25
Holders Change %
+36.23%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
41
Reduced
15
Closed
5
Calls
$9.72M
Puts
Net Calls
+$9.72M
Net Calls Change
+$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
26
Prudential Financial
New Jersey
$2.13M +$1.29M +65,075 +97%
CIBC World Market
27
CIBC World Market
Ontario, Canada
$1.89M
Morgan Stanley
28
Morgan Stanley
New York
$1.87M +$1.93M +97,389 +524%
OQS
29
Occudo Quantitative Strategies
Florida
$1.77M +$2.19M +110,191 New
ECM
30
ExodusPoint Capital Management
New York
$1.73M +$2.13M +107,414 New
JF
31
Jump Financial
Illinois
$1.72M +$2.12M +106,798 New
Jane Street
32
Jane Street
New York
$1.6M +$1.97M +99,324 New
PI
33
PEAK6 Investments
Illinois
$1.57M +$1.63M +82,042 New
HWA
34
HCR Wealth Advisors
California
$1.51M +$1.86M +93,683 New
LP
35
LMR Partners
United Kingdom
$1.5M +$502K +25,262 +37%
MA
36
MCF Advisors
Kentucky
$1.45M -$457K -23,004 -20%
SSA
37
Schonfeld Strategic Advisors
New York
$1.34M +$1.65M +83,120 New
Charles Schwab
38
Charles Schwab
California
$1.23M +$805K +40,551 +112%
Bank of New York Mellon
39
Bank of New York Mellon
New York
$1.21M +$677K +34,099 +83%
Bank of America
40
Bank of America
North Carolina
$1.1M +$157K +7,887 +13%
SG Americas Securities
41
SG Americas Securities
New York
$1.03M +$76.9K +3,870 +6%
Qube Research & Technologies (QRT)
42
Qube Research & Technologies (QRT)
United Kingdom
$941K +$1.16M +58,501 New
Goldman Sachs
43
Goldman Sachs
New York
$891K +$422K +21,239 +62%
GCM
44
Graham Capital Management
Connecticut
$889K +$1.1M +55,294 New
DTL
45
Dynamic Technology Lab
Singapore
$747K +$667K +33,599 +261%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$745K +$920K +46,313 New
HIM
47
Hillsdale Investment Management
Ontario, Canada
$685K +$846K +42,600 New
LSA
48
Leonteq Securities AG
Switzerland
$670K -$22.4K -1,129 -3%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$631K +$451K +22,718 +137%
Tudor Investment Corp
50
Tudor Investment Corp
Connecticut
$586K +$723K +36,416 New

ESMT Hedge Fund Activity: Q2 2022 in Review

94 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q2 2022, worth a combined $2.36B — down 23% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESMT positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $35.6M. The largest seller was Fidelity Investments, cutting an estimated $72.6M.

  • 94 institutional investors held EngageSmart, Inc. (ESMT) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $2.36B of EngageSmart, Inc. stock for Q2 2022, down 23% quarter-over-quarter.
  • 32 funds opened new EngageSmart, Inc. positions in Q2 2022 and 5 closed out, a net change of +27 holders.
  • The largest EngageSmart, Inc. buyer in Q2 2022 was Vanguard Group, an estimated $35.6M added.
  • The largest EngageSmart, Inc. seller in Q2 2022 was Fidelity Investments, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2022.