EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
104 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, 30 reducing their positions, and 13 closing their positions.
85% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 13
32% more capital invested
Capital invested by funds: $2.36B → $3.11B (+$748M)
27% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 30
11% more funds holding
Funds holding: 94 → 104 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$24.5M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$12M |
| 3 |
BlackRock
New York
|
+$11.5M |
| 4 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$10.4M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$23.1M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$21.8M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
-$3.55M |
| 4 |
Renaissance Technologies
New York
|
-$2.09M |
| 5 |
OQS
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
|
-$1.91M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Jane Street
New York
| – | -$1.6M | -99,324 | Closed |
|
|
LP
102
LMR Partners
London,
United Kingdom
| – | -$1.5M | -92,990 | Closed |
|
|
PI
103
PEAK6 Investments
Chicago,
Illinois
| – | -$1.57M | -82,042 | Closed |
|
104
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$941K | -58,501 | Closed |
|
|
GCM
105
Graham Capital Management
Rowayton,
Connecticut
| – | -$889K | -55,294 | Closed |
|
|
QT
106
Quantbot Technologies
New York
| – | -$554K | -34,467 | Closed |
|
|
CM
107
Caption Management
Oklahoma City,
Oklahoma
| – | -$386K | -24,000 | Closed |
|
|
BPC
108
Banque Pictet & Cie
Geneva 73,
Switzerland
| – | -$190 | -11,802 | Closed |
|
|
DFCM
109
Dark Forest Capital Management
San Juan,
Puerto Rico
| – | -$17.5K | -893 | -99% |
|
|
TWA
110
TCI Wealth Advisors
Tucson,
Arizona
| – | -$3K | -214 | Closed |
|
|
C
111
Covestor
London,
United Kingdom
| – | -$59 | -3 | -18% |
|
|
CAL
112
Capital Advisors Ltd
Shaker Heights,
Ohio
| – | +$137 | +7 | New |
|
113
Osaic Holdings
Scottsdale,
Arizona
| – | +$314 | +16 | New |
|
ESMT Hedge Fund Activity: Q3 2022 in Review
104 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q3 2022, worth a combined $3.11B — up 32% from $2.36B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new ESMT positions and 13 closed out — a net gain of 11 holders — while 38 added to existing stakes and 30 trimmed.
The largest buyer was Macquarie Group, opening a new position worth an estimated $24.5M. The largest seller was Fidelity Investments, cutting an estimated $23.1M.
- 104 institutional investors held EngageSmart, Inc. (ESMT) as of Q3 2022, up from 94 in Q2 2022.
- Funds reported $3.11B of EngageSmart, Inc. stock for Q3 2022, up 32% quarter-over-quarter.
- 24 funds opened new EngageSmart, Inc. positions in Q3 2022 and 13 closed out, a net change of +11 holders.
- The largest EngageSmart, Inc. buyer in Q3 2022 was Macquarie Group, an estimated $24.5M added.
- The largest EngageSmart, Inc. seller in Q3 2022 was Fidelity Investments, an estimated $23.1M sold.
Based on aggregated 13F filings for Q3 2022.