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ESMT

EngageSmart, Inc.

Delisted

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

94 hedge funds and large institutions have $2.36B invested in EngageSmart, Inc. in 2022 Q2 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

540% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 5

173% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 15

36% more funds holding

Funds holding: 6994 (+25)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less capital invested

Capital invested by funds: $3.07B → $2.36B (-$710M)

Holders
94
Holders Change
+25
Holders Change %
+36.23%
% of All Funds
1.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
32
Increased
41
Reduced
15
Closed
5
Calls
$9.72M
Puts
Net Calls
+$9.72M
Net Calls Change
+$5.55M
Name Holding Trade Value Shares
Change
Change in
Stake
TI
51
Trexquant Investment
Connecticut
$581K +$301K +15,132 +72%
ED
52
Exane Derivatives
France
$568K +$701K +35,311 New
QT
53
Quantbot Technologies
New York
$554K +$685K +34,467 New
Brown Advisory
54
Brown Advisory
Maryland
$550K +$264K +13,310 +64%
AllianceBernstein
55
AllianceBernstein
Tennessee
$503K +$622K +31,300 New
New York State Common Retirement Fund
56
New York State Common Retirement Fund
New York
$392K +$210K +10,564 +76%
CM
57
Caption Management
Oklahoma
$386K +$477K +24,000 New
MIM
58
MetLife Investment Management
New Jersey
$308K +$165K +8,329 +77%
JP Morgan Chase
59
JP Morgan Chase
New York
$301K +$223K +11,217 +149%
Holocene Advisors
60
Holocene Advisors
New York
$286K +$353K +17,788 New
Deutsche Bank
61
Deutsche Bank
Germany
$282K +$164K +8,277 +89%
PP
62
PDT Partners
New York
$265K +$328K +16,500 New
AIG
63
American International Group
New York
$263K +$166K +8,371 +105%
Manulife (Manufacturers Life Insurance)
64
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$258K +$319K +16,044 New
California State Teachers Retirement System (CalSTRS)
65
California State Teachers Retirement System (CalSTRS)
California
$240K +$161K +8,084 +118%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$210K +$259K +13,066 New
HSBC Holdings
67
HSBC Holdings
United Kingdom
$204K -$72.6K -3,656 -22%
CFCI
68
Comprehensive Financial Consultants Institutional
Indiana
$178K -$8.12K -409 -4%
Mirae Asset Global Investments
69
Mirae Asset Global Investments
South Korea
$162K +$201K +10,103 New
Mitsubishi UFJ Asset Management
70
Mitsubishi UFJ Asset Management
Japan
$146K +$180K +9,079 New
SPIA
71
Steward Partners Investment Advisory
New York
$128K +$23.7K +1,195 +18%
Barclays
72
Barclays
United Kingdom
$109K -$17K -856 -11%
Lazard Asset Management
73
Lazard Asset Management
New York
$97K +$120K +6,039 New
AB
74
Amalgamated Bank
New York
$89K +$60.7K +3,057 +124%
Citigroup
75
Citigroup
New York
$67K +$70.7K +3,562 +589%

ESMT Hedge Fund Activity: Q2 2022 in Review

94 of the 5,937 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q2 2022, worth a combined $2.36B — down 23% from $3.07B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new ESMT positions and 5 closed out — a net gain of 27 holders — while 41 added to existing stakes and 15 trimmed.

The largest buyer was Vanguard Group, adding an estimated $35.6M. The largest seller was Fidelity Investments, cutting an estimated $72.6M.

  • 94 institutional investors held EngageSmart, Inc. (ESMT) as of Q2 2022, up from 69 in Q1 2022.
  • Funds reported $2.36B of EngageSmart, Inc. stock for Q2 2022, down 23% quarter-over-quarter.
  • 32 funds opened new EngageSmart, Inc. positions in Q2 2022 and 5 closed out, a net change of +27 holders.
  • The largest EngageSmart, Inc. buyer in Q2 2022 was Vanguard Group, an estimated $35.6M added.
  • The largest EngageSmart, Inc. seller in Q2 2022 was Fidelity Investments, an estimated $72.6M sold.

Based on aggregated 13F filings for Q2 2022.