ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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68 hedge funds and large institutions have $3.07B invested in EngageSmart, Inc. in 2022 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 17 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
-7
Holders Change %
-9.33%
% of All Funds
1.08%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
20
Increased
26
Reduced
17
Closed
27
Calls
$5.28M
Puts
$1.11M
Net Calls
+$4.17M
Net Calls Change
-$4.55M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$50.5M
2
DIG
Dragoneer Investment Group
California
+$18.2M
3
WP
Woodline Partners
California
+$14.7M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$7.03M
5
Millennium Management
Millennium Management
New York
+$6.04M

Top Sellers

1
Holocene Advisors
Holocene Advisors
New York
-$24.2M
2
Marshall Wace
Marshall Wace
United Kingdom
-$9.52M
3
BlackRock
BlackRock
New York
-$8.53M
4
WMSA
Weiss Multi-Strategy Advisers
New York
-$7.2M
5
IM
Islet Management
New York
-$5.43M
Name Holding Trade Value Shares
Change 		Shares
Change %
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$146K -$40.5K -1,899 -22%
SPIA
52
Steward Partners Investment Advisory
New York
$144K +$49.4K +2,309 +52%
SO
53
STRS Ohio
Ohio
$78K – – –
Wells Fargo
54
Wells Fargo
California
$73K -$122K -5,744 -62%
AF
55
Amalgamated Financial
New York
$52K +$52K +2,457 New
AB
56
Amalgamated Bank
New York
$52K +$52K +2,457 New
Legal & General Group
57
Legal & General Group
United Kingdom
$34K +$1.1K +52 +3%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$27.8K -$82.5K -3,870 -75%
AIP
59
Ameritas Investment Partners
Nebraska
$26K – – –
Allspring Global Investments
60
Allspring Global Investments
North Carolina
$21K +$21K +1,004 New
UBS Group
61
UBS Group
Switzerland
$18K -$2.03M -96,981 -99%
Citigroup
62
Citigroup
New York
$13K -$76.2K -3,545 -85%
TRCT
63
Tower Research Capital (TRC)
New York
$5K -$12.8K -561 -72%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$5K – – –
TWA
65
TCI Wealth Advisors
Arizona
$5K +$5K +214 New
CAPTRUST Financial Advisors
66
CAPTRUST Financial Advisors
North Carolina
$2K +$2K +107 New
Koshinski Asset Management
67
Koshinski Asset Management
Illinois
$426 +$426 +20 New
Holocene Advisors
68
Holocene Advisors
New York
– -$24.2M -1,001,274 Closed
Marshall Wace
69
Marshall Wace
United Kingdom
– -$9.52M -394,537 Closed
WMSA
70
Weiss Multi-Strategy Advisers
New York
– -$7.2M -298,388 Closed
IM
71
Islet Management
New York
– -$5.43M -225,000 Closed
SSA
72
Schonfeld Strategic Advisors
New York
– -$3.13M -129,831 Closed
XL
73
XN LP
New York
– -$2.89M -120,000 Closed
RC
74
Roubaix Capital
Colorado
– -$2.76M -114,579 Closed
Tudor Investment Corp
75
Tudor Investment Corp
Connecticut
– -$2.54M -105,421 Closed
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