ESMT

EngageSmart, Inc.

Delisted

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

125 hedge funds and large institutions have $2.96B invested in EngageSmart, Inc. in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-18
Holders Change %
-12.59%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
61
Reduced
40
Closed
30
Calls
$11.3M
Puts
$616K
Net Calls
+$10.7M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
NCL
26
Nishkama Capital LLC
Puerto Rico
$5.64M +$5.64M +295,692 New
Two Sigma Investments
27
Two Sigma Investments
New York
$5.62M -$5.16M -270,394 -48%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$5.54M -$2.85M -149,500 -34%
SEI Investments
29
SEI Investments
Pennsylvania
$5.51M +$291K +15,250 +6%
Charles Schwab
30
Charles Schwab
California
$5.5M +$651K +34,122 +13%
Ameriprise
31
Ameriprise
Minnesota
$5.3M -$182K -9,556 -3%
HIM
32
Hillsdale Investment Management
Ontario, Canada
$5.11M -$733K -38,420 -13%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$3.58M +$1M +52,637 +39%
Goldman Sachs
34
Goldman Sachs
New York
$3.32M -$992K -51,970 -23%
Bank of America
35
Bank of America
North Carolina
$2.93M +$161K +8,453 +6%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$2.88M +$2.58M +135,276 +856%
Walleye Capital
37
Walleye Capital
New York
$2.86M -$2.61M -136,802 -48%
Swiss National Bank
38
Swiss National Bank
Switzerland
$2.08M +$2.08M +108,800 New
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$2M -$531K -27,812 -21%
GCM
40
Ghisallo Capital Management
Massachusetts
$1.91M
RG
41
Renaissance Group
Kentucky
$1.75M +$98.9K +5,182 +6%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.69M -$224K -11,733 -12%
PI
43
PEAK6 Investments
Illinois
$1.57M +$1.16M +60,848 +287%
UBS Group
44
UBS Group
Switzerland
$1.52M +$1.27M +66,465 +510%
TRSOTSOK
45
Teachers Retirement System of the State of Kentucky
Kentucky
$1.45M
Aviva
46
Aviva
United Kingdom
$1.44M +$19 +1 +0%
RJA
47
Raymond James & Associates
Florida
$1.34M -$2.22M -116,058 -62%
Invesco
48
Invesco
Georgia
$1.28M +$263K +13,788 +26%
Brown Advisory
49
Brown Advisory
Maryland
$1.23M +$136K +7,098 +12%
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$1.18M +$299K +15,672 +34%