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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
Legal & General Group
76
Legal & General Group
United Kingdom
$61K +$43K +2,166 +134%
TRCT
77
Tower Research Capital (TRC)
New York
$61K +$70.5K +3,548 +1,613%
SO
78
STRS Ohio
Ohio
$59K
AIP
79
Ameritas Investment Partners
Nebraska
$42K +$27.3K +1,377 +111%
MLICM
80
Metropolitan Life Insurance Company (MetLife)
New York
$35.8K +$18.3K +923 +71%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$15K +$18.1K +911 New
Nisa Investment Advisors
82
Nisa Investment Advisors
Missouri
$15K +$18.7K +940 New
DFCM
83
Dark Forest Capital Management
Puerto Rico
$14K -$673K -33,886 -97%
Wells Fargo
84
Wells Fargo
California
$12K -$53.6K -2,701 -78%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$4K
UBS Group
86
UBS Group
Switzerland
$3K -$13K -657 -77%
TWA
87
TCI Wealth Advisors
Arizona
$3K
CS
88
Credit Suisse
Switzerland
$1K +$1.49K +75 New
BPC
89
Banque Pictet & Cie
Switzerland
$190 -$28.4K -1,430 -11%
GCM
90
Ghisallo Capital Management
Massachusetts
-$2.56M -120,000 Closed
Squarepoint
91
Squarepoint
New York
-$1.78M -83,387 Closed
Allspring Global Investments
92
Allspring Global Investments
North Carolina
-$21K -1,004 Closed
CAPTRUST Financial Advisors
93
CAPTRUST Financial Advisors
North Carolina
-$2K -107 Closed
Koshinski Asset Management
94
Koshinski Asset Management
Illinois
-$426 -20 Closed
C
95
Covestor
United Kingdom
-$99 -5 -23%
HPC
96
HM Payson & Co
Maine
+$20 +1 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
+$60 +3 New
SFG
98
Steward Financial Group
Texas
+$139 +7 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
+$298 +15 New

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.