ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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129 hedge funds and large institutions have $2.8B invested in EngageSmart, Inc. in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
23
Increased
49
Reduced
42
Closed
19
Calls
$20.2M
Puts
$1.03M
Net Calls
+$19.2M
Net Calls Change
+$8.45M

Top Buyers

1
DIG
Dragoneer Investment Group
California
+$39.4M
2
SCA
Summit Creek Advisors
Minnesota
+$10.1M
3
CRCM
Cat Rock Capital Management
Connecticut
+$9.97M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.92M
5
BlackRock
BlackRock
New York
+$4.3M

Top Sellers

1
DCM
Driehaus Capital Management
Illinois
-$14.3M
2
Marshall Wace
Marshall Wace
United Kingdom
-$12M
3
Allspring Global Investments
Allspring Global Investments
North Carolina
-$10.8M
4
Jennison Associates
Jennison Associates
New York
-$8.19M
5
SIG
Senator Investment Group
New York
-$6.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
76
PEAK6 Investments
Illinois
$390K -$1.09M -60,389 -74%
SM
77
Sciencast Management
New Jersey
$385K +$385K +21,387 New
Capstone Investment Advisors
78
Capstone Investment Advisors
New York
$376K +$376K +20,921 New
Principal Financial Group
79
Principal Financial Group
Iowa
$356K +$82.5K +4,584 +30%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$356K +$2K +111 +0.6%
Janney Montgomery Scott
81
Janney Montgomery Scott
Pennsylvania
$342K +$342K +19,000 New
SO
82
STRS Ohio
Ohio
$318K – – –
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$298K +$298K +16,554 New
QC
84
Quadrature Capital
United Kingdom
$281K +$58.7K +3,264 +26%
Royal Bank of Canada
85
Royal Bank of Canada
Ontario, Canada
$270K +$126K +6,992 +88%
KeyBank National Association
86
KeyBank National Association
Ohio
$270K – – –
ZIM
87
Zacks Investment Management
Illinois
$265K +$126 +7 +0%
Balyasny Asset Management
88
Balyasny Asset Management
Illinois
$264K +$54.9K +3,051 +26%
ASRS
89
Arizona State Retirement System
Arizona
$256K +$3.71K +206 +1%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$252K +$3.78K +210 +2%
Comerica Bank
91
Comerica Bank
Texas
$244K +$244K +13,580 New
Wells Fargo
92
Wells Fargo
California
$234K -$218K -12,105 -48%
Zurich Cantonal Bank
93
Zurich Cantonal Bank
Switzerland
$228K +$87K +4,835 +62%
SIM
94
Sandia Investment Management
Massachusetts
$225K – – –
PFM
95
Premier Fund Managers
United Kingdom
$221K -$280K -16,248 -56%
Walleye Trading
96
Walleye Trading
New York
$216K -$283K -15,735 -57%
Simplex Trading
97
Simplex Trading
Illinois
$206K -$293K -16,309 -59%
T. Rowe Price Associates
98
T. Rowe Price Associates
Maryland
$197K +$197K +10,944 New
DTL
99
Dynamic Technology Lab
Singapore
$196K +$196K +10,894 New
QT
100
Quantbot Technologies
New York
$188K +$118K +6,574 +169%
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