ESMT

EngageSmart, Inc.

Delisted

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

103 hedge funds and large institutions have $3.11B invested in EngageSmart, Inc. in 2022 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 38 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
+10
Holders Change %
+10.75%
% of All Funds
1.78%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
38
Reduced
29
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CFCI
76
Comprehensive Financial Consultants Institutional
Indiana
$203K -$13.2K -652 -6%
Mitsubishi UFJ Asset Management
77
Mitsubishi UFJ Asset Management
Japan
$188K
SPIA
78
Steward Partners Investment Advisory
New York
$179K +$15K +724 +9%
AB
79
Amalgamated Bank
New York
$116K +$1.8K +87 +2%
Legal & General Group
80
Legal & General Group
United Kingdom
$97K +$19.3K +937 +25%
Lazard Asset Management
81
Lazard Asset Management
New York
$86K -$38.9K -1,880 -31%
SO
82
STRS Ohio
Ohio
$76K
TRCT
83
Tower Research Capital (TRC)
New York
$70K -$8.27K -398 -11%
AIP
84
Ameritas Investment Partners
Nebraska
$54K
SIM
85
Sandia Investment Management
Massachusetts
$52K +$52K +2,500 New
MLICM
86
Metropolitan Life Insurance Company (MetLife)
New York
$46.1K
Allspring Global Investments
87
Allspring Global Investments
North Carolina
$31K +$31K +1,518 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$27K +$7.98K +382 +42%
PHK
89
Point72 Hong Kong
Hong Kong
$27K +$27K +1,326 New
Nisa Investment Advisors
90
Nisa Investment Advisors
Missouri
$19K +$511 +26 +3%
UBS Group
91
UBS Group
Switzerland
$13K +$8.67K +403 +200%
Wells Fargo
92
Wells Fargo
California
$12K -$2.94K -147 -20%
Citigroup
93
Citigroup
New York
$11K -$75.6K -3,638 -87%
MHR
94
Matthew Hamilton Rosenberg
$6K +$6K +300 New
BFEC
95
Benjamin F. Edwards & Company
Missouri
$5K
CS
96
Credit Suisse
Switzerland
$4K +$2.48K +122 +163%
Simplex Trading
97
Simplex Trading
Illinois
$4K +$4K +199 New
GWS
98
Glassman Wealth Services
Virginia
$1K +$1K +42 New
EI
99
Ellevest Inc
New York
$1K +$1K +68 New
Jane Street
100
Jane Street
New York
-$1.6M -99,324 Closed