ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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129 hedge funds and large institutions have $2.8B invested in EngageSmart, Inc. in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
49
Reduced
42
Closed
19
Calls
$20.2M
Puts
$1.03M
Net Calls
+$19.2M
Net Calls Change
+$8.45M

Top Buyers

1
DIG
Dragoneer Investment Group
California
+$39.4M
2
SCA
Summit Creek Advisors
Minnesota
+$10.1M
3
CRCM
Cat Rock Capital Management
Connecticut
+$9.97M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.92M
5
BlackRock
BlackRock
New York
+$4.3M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$14.3M
2
Marshall Wace
Marshall Wace
United Kingdom
-$12M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$10.8M
4
Jennison Associates
Jennison Associates
New York
-$8.19M
5
SIG
Senator Investment Group
New York
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Charles Schwab
26
Charles Schwab
California
$6.42M +$1.23M +68,648 +24%
Marshall Wace
27
Marshall Wace
United Kingdom
$5.82M -$12M -669,308 -67%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.61M +$234K +12,991 +7%
HIM
29
Herald Investment Management
United Kingdom
$3.6M +$3.6M +200,000 New
Bank of America
30
Bank of America
North Carolina
$3.34M +$583K +32,407 +21%
HIM
31
Hillsdale Investment Management
Ontario, Canada
$3.25M -$1.57M -87,080 -33%
Two Sigma Advisers
32
Two Sigma Advisers
New York
$3.19M -$2.03M -112,900 -39%
SEI Investments
33
SEI Investments
Pennsylvania
$2.77M -$2.43M -134,929 -47%
JPMorgan Chase & Co
34
JPMorgan Chase & Co
New York
$2.71M +$829K +46,076 +44%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$2.58M -$138K -7,656 -5%
Ameriprise
36
Ameriprise
Minnesota
$2.44M -$2.56M -142,141 -51%
Two Sigma Investments
37
Two Sigma Investments
New York
$2.15M -$3.15M -174,982 -59%
Swiss National Bank
38
Swiss National Bank
Switzerland
$1.98M +$19.8K +1,100 +1%
Goldman Sachs
39
Goldman Sachs
New York
$1.82M -$1.31M -72,845 -42%
RWM
40
Ritholtz Wealth Management
New York
$1.81M +$1.81M +100,683 New
RG
41
Renaissance Group
Kentucky
$1.69M +$42.2K +2,344 +3%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.37M -$223K -12,420 -14%
TRSOTSOK
43
Teachers Retirement System of the State of Kentucky
Kentucky
$1.36M – – –
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.32M +$856K +47,562 +185%
RJA
45
Raymond James & Associates
Florida
$1.2M -$63.7K -3,541 -5%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$1.16M +$54.3K +3,016 +5%
Brown Advisory
47
Brown Advisory
Maryland
$1.16M -$4.03K -224 -0.3%
Barclays
48
Barclays
United Kingdom
$1.13M +$210K +11,697 +23%
Invesco
49
Invesco
Georgia
$1.12M -$89.6K -4,982 -7%
SG Americas Securities
50
SG Americas Securities
New York
$1.07M +$1.07M +59,239 New
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