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ESMT

EngageSmart, Inc.
ESMT

Delisted

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

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120 hedge funds and large institutions have $2.66B invested in EngageSmart, Inc. in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

697% more call options, than puts

Call options by funds: $303K | Put options by funds: $38K

123% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 13

57% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 30

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

15% more funds holding

Funds holding: 104 → 120 (+16)

15% less capital invested

Capital invested by funds: $3.11B → $2.66B (-$454M)

Holders
120
Holders Change
+16
Holders Change %
+15.38%
% of All Funds
1.93%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
47
Reduced
30
Closed
13
Calls
$303K
Puts
$38K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$18.5M
2
BlackRock
BlackRock
New York
+$14.9M
3
Macquarie Group
Macquarie Group
Australia
+$13.2M
4
CRCM
Cat Rock Capital Management
Connecticut
+$12.3M
5
SIG
Senator Investment Group
New York
+$11M

Top Sellers

Rank Fund Capital Flow
1
DIG
Dragoneer Investment Group
California
-$51.1M
2
WP
Woodline Partners
California
-$22.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$11.2M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$9.56M
5
P2P
Phase 2 Partners
California
-$6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
26
Charles Schwab
California
$4.57M +$123K +6,683 +3%
Two Sigma Investments
27
Two Sigma Investments
New York
$3.71M +$2.68M +145,898 +226%
Tudor Investment Corp
28
Tudor Investment Corp
Connecticut
$3.12M +$3.06M +166,471 +1,562%
Marshall Wace
29
Marshall Wace
United Kingdom
$3.05M +$3.18M +173,457 New
RJA
30
Raymond James & Associates
Florida
$3.02M -$3.12M -169,775 -50%
Bank of America
31
Bank of America
North Carolina
$2.8M +$2.3M +125,476 +371%
Goldman Sachs
32
Goldman Sachs
New York
$2.8M -$3.46M -188,446 -54%
Prudential Financial
33
Prudential Financial
New Jersey
$2.77M +$445K +24,220 +18%
Morgan Stanley
34
Morgan Stanley
New York
$2.43M -$627K -34,171 -20%
Bank of New York Mellon
35
Bank of New York Mellon
New York
$2.31M +$565K +30,748 +31%
Squarepoint
36
Squarepoint
New York
$2.27M +$2.37M +129,045 New
RJFSA
37
Raymond James Financial Services Advisors
Florida
$2.14M -$3.91M -213,178 -64%
CIBC World Market
38
CIBC World Market
Ontario, Canada
$2.07M – – –
Arrowstreet Capital
39
Arrowstreet Capital
Massachusetts
$1.81M -$619K -33,727 -25%
ECM
40
ExodusPoint Capital Management
New York
$1.67M +$79.4K +4,323 +5%
HWA
41
HCR Wealth Advisors
California
$1.65M – – –
RC
42
Roubaix Capital
Colorado
$1.46M +$1.52M +83,010 New
HF
43
HRT Financial
New York
$1.34M +$1.39M +75,975 New
Norges Bank
44
Norges Bank
Norway
$1.25M +$314K +17,100 +32%
TRSOTSOK
45
Teachers Retirement System of the State of Kentucky
Kentucky
$1.12M +$1.16M +63,401 New
MA
46
MCF Advisors
Kentucky
$1.07M -$540K -29,404 -33%
Fidelity Investments
47
Fidelity Investments
Massachusetts
$1.02M -$359K -19,547 -25%
Brown Advisory
48
Brown Advisory
Maryland
$1.02M +$9.18K +500 +0.9%
JF
49
Jump Financial
Illinois
$1.01M -$193K -10,520 -15%
JCIA
50
Jackson Creek Investment Advisors
Colorado
$843K +$879K +47,873 New
1
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ESMT Hedge Fund Activity: Q4 2022 in Review

120 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2022, worth a combined $2.66B — down 15% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new ESMT positions and 13 closed out — a net gain of 16 holders — while 47 added to existing stakes and 30 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $18.5M. The largest seller was Dragoneer Investment Group, exiting entirely with an estimated $51.1M sold.

  • 120 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2022, up from 104 in Q3 2022.
  • Funds reported $2.66B of EngageSmart, Inc. stock for Q4 2022, down 15% quarter-over-quarter.
  • 29 funds opened new EngageSmart, Inc. positions in Q4 2022 and 13 closed out, a net change of +16 holders.
  • The largest EngageSmart, Inc. buyer in Q4 2022 was Wellington Management Group, an estimated $18.5M added.
  • The largest EngageSmart, Inc. seller in Q4 2022 was Dragoneer Investment Group, an estimated $51.1M sold.

Based on aggregated 13F filings for Q4 2022.