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ESMT

EngageSmart, Inc.
ESMT

Delisted

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

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76 hedge funds and large institutions have $3.43B invested in EngageSmart, Inc. in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

72,642% more call options, than puts

Call options by funds: $8.73M | Put options by funds: $12K

100% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 9

3% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 40

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1% less funds holding

Funds holding: 77 → 76 (-1)

28% less capital invested

Capital invested by funds: $4.78B → $3.43B (-$1.35B)

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.17%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
41
Increased
18
Reduced
9
Closed
40
Calls
$8.73M
Puts
$12K
Net Calls
+$8.72M
Net Calls Change
+$8.72M

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$42.2M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$38.7M
3
DIG
Dragoneer Investment Group
California
+$18.6M
4
WP
Woodline Partners
California
+$14.6M
5
Millennium Management
Millennium Management
New York
+$12.3M

Top Sellers

Rank Fund Capital Flow
1
TCM
TimesSquare Capital Management
New York
-$27.6M
2
SSA
Schonfeld Strategic Advisors
New York
-$13.9M
3
WRCM
Whale Rock Capital Management
Massachusetts
-$13.6M
4
Norges Bank
Norges Bank
Norway
-$10.3M
5
APM
Avidity Partners Management
Texas
-$9.37M
Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
76
TimesSquare Capital Management
New York
– -$27.6M -811,525 Closed
WRCM
77
Whale Rock Capital Management
Massachusetts
– -$13.6M -400,000 Closed
Norges Bank
78
Norges Bank
Norway
– -$10.3M -303,868 Closed
APM
79
Avidity Partners Management
Texas
– -$9.37M -275,000 Closed
HCM
80
Hitchwood Capital Management
New York
– -$8.55M -251,000 Closed
PI
81
Putnam Investments
Massachusetts
– -$7.46M -219,160 Closed
Federated Hermes
82
Federated Hermes
Pennsylvania
– -$6.98M -205,000 Closed
DCM
83
Driehaus Capital Management
Illinois
– -$6.98M -204,833 Closed
AIM
84
Artemis Investment Management
United Kingdom
– -$5.5M -161,583 Closed
Balyasny Asset Management
85
Balyasny Asset Management
Illinois
– -$5.29M -155,184 Closed
UI
86
Untitled Investments
New York
– -$4.77M -140,000 Closed
VVP
87
Vulcan Value Partners
Alabama
– -$4.77M -140,000 Closed
Goldman Sachs
88
Goldman Sachs
New York
– -$4.18M -122,825 Closed
BC
89
Brookfield Corp
Ontario, Canada
– -$3.41M -100,000 Closed
UBS AM
90
UBS AM
Illinois
– -$2.72M -80,000 Closed
ZDA
91
Zweig-DiMenna Associates
New York
– -$2.42M -71,000 Closed
DCM
92
Discovery Capital Management
Connecticut
– -$2.06M -60,500 Closed
MIM
93
Monashee Investment Management
Massachusetts
– -$2.04M -60,000 Closed
Point72 Asset Management
94
Point72 Asset Management
Connecticut
– -$2.04M -60,000 Closed
PCM
95
Pinz Capital Management
New York
– -$1.57M -46,200 Closed
LCG
96
Lisanti Capital Growth
New York
– -$1.37M -40,250 Closed
DKCM
97
Davidson Kempner Capital Management
New York
– -$1.23M -36,000 Closed
LCG
98
Luxor Capital Group
New York
– -$1.19M -35,000 Closed
RCMU
99
Rokos Capital Management (UK)
United Kingdom
– -$1.2M -35,000 Closed
MCM
100
Moore Capital Management
New York
– -$852K -25,000 Closed
1 2 3
4
5

ESMT Hedge Fund Activity: Q4 2021 in Review

76 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2021, worth a combined $3.43B — down 28% from $4.78B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new ESMT positions and 40 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $42.2M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $27.6M sold.

  • 76 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2021, down from 77 in Q3 2021.
  • Funds reported $3.43B of EngageSmart, Inc. stock for Q4 2021, down 28% quarter-over-quarter.
  • 41 funds opened new EngageSmart, Inc. positions in Q4 2021 and 40 closed out, a net change of +1 holder.
  • The largest EngageSmart, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $42.2M added.
  • The largest EngageSmart, Inc. seller in Q4 2021 was TimesSquare Capital Management, an estimated $27.6M sold.

Based on aggregated 13F filings for Q4 2021.