We are live on ! Find out more
ESMT

EngageSmart, Inc.
ESMT

Delisted

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

Back to rankings

104 hedge funds and large institutions have $3.11B invested in EngageSmart, Inc. in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

32% more capital invested

Capital invested by funds: $2.36B → $3.11B (+$748M)

27% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 30

11% more funds holding

Funds holding: 94 → 104 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
104
Holders Change
+10
Holders Change %
+10.64%
% of All Funds
1.79%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
24
Increased
38
Reduced
30
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Macquarie Group
Macquarie Group
Australia
+$24.5M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$12M
3
BlackRock
BlackRock
New York
+$11.5M
4
CRCM
Cat Rock Capital Management
Connecticut
+$10.4M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$23.1M
2
Citadel Advisors
Citadel Advisors
Florida
-$21.8M
3
WP
Woodline Partners
California
-$3.55M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.09M
5
OQS
Occudo Quantitative Strategies
Florida
-$1.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$4.29M -$21.8M -1,110,430 -84%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$4.17M +$10.7K +545 +0.3%
Morgan Stanley
28
Morgan Stanley
New York
$3.56M +$1.1M +56,031 +48%
Arrowstreet Capital
29
Arrowstreet Capital
Massachusetts
$2.83M +$2.68M +136,744 New
Prudential Financial
30
Prudential Financial
New Jersey
$2.76M +$21.6K +1,100 +0.8%
CSS
31
Cubist Systematic Strategies
Connecticut
$2.53M -$231K -11,790 -9%
CIBC World Market
32
CIBC World Market
Ontario, Canada
$2.43M – – –
Renaissance Technologies
33
Renaissance Technologies
New York
$2.35M -$2.09M -106,700 -48%
Bank of New York Mellon
34
Bank of New York Mellon
New York
$2.08M +$497K +25,354 +34%
HWA
35
HCR Wealth Advisors
California
$1.94M – – –
ECM
36
ExodusPoint Capital Management
New York
$1.87M -$332K -16,966 -16%
MA
37
MCF Advisors
Kentucky
$1.86M – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$1.61M -$23.1M -1,176,892 -94%
JF
39
Jump Financial
Illinois
$1.41M -$761K -38,833 -36%
GIPM
40
G2 Investment Partners Management
New York
$1.37M +$1.29M +66,000 New
Two Sigma Investments
41
Two Sigma Investments
New York
$1.34M +$1.27M +64,625 New
SG Americas Securities
42
SG Americas Securities
New York
$1.31M -$6.13K -313 -0.5%
Brown Advisory
43
Brown Advisory
Maryland
$1.19M +$454K +23,174 +68%
Norges Bank
44
Norges Bank
Norway
$1.11M +$1.05M +53,700 New
Holocene Advisors
45
Holocene Advisors
New York
$992K +$591K +30,162 +170%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$878K +$62K +3,163 +8%
HIM
47
Hillsdale Investment Management
Ontario, Canada
$819K -$58.8K -3,000 -7%
Barclays
48
Barclays
United Kingdom
$776K +$601K +30,683 +451%
LSA
49
Leonteq Securities AG
Switzerland
$765K -$91.8K -4,686 -11%
Bank of America
50
Bank of America
North Carolina
$700K -$674K -34,414 -50%
1
2
3 4 5

ESMT Hedge Fund Activity: Q3 2022 in Review

104 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q3 2022, worth a combined $3.11B — up 32% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ESMT positions and 13 closed out — a net gain of 11 holders — while 38 added to existing stakes and 30 trimmed.

The largest buyer was Macquarie Group, opening a new position worth an estimated $24.5M. The largest seller was Fidelity Investments, cutting an estimated $23.1M.

  • 104 institutional investors held EngageSmart, Inc. (ESMT) as of Q3 2022, up from 94 in Q2 2022.
  • Funds reported $3.11B of EngageSmart, Inc. stock for Q3 2022, up 32% quarter-over-quarter.
  • 24 funds opened new EngageSmart, Inc. positions in Q3 2022 and 13 closed out, a net change of +11 holders.
  • The largest EngageSmart, Inc. buyer in Q3 2022 was Macquarie Group, an estimated $24.5M added.
  • The largest EngageSmart, Inc. seller in Q3 2022 was Fidelity Investments, an estimated $23.1M sold.

Based on aggregated 13F filings for Q3 2022.