ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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119 hedge funds and large institutions have $2.66B invested in EngageSmart, Inc. in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
119
Holders Change
+16
Holders Change %
+15.53%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
47
Reduced
29
Closed
13
Calls
$303K
Puts
$38K
Net Calls
+$265K
Net Calls Change
+$265K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$17.8M
2
BlackRock
BlackRock
New York
+$14.2M
3
Macquarie Group
Macquarie Group
Australia
+$12.6M
4
CRCM
Cat Rock Capital Management
Connecticut
+$11.8M
5
SIG
Senator Investment Group
New York
+$10.6M

Top Sellers

1
DIG
Dragoneer Investment Group
California
-$51.1M
2
WP
Woodline Partners
California
-$21.6M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$10.8M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$9.16M
5
P2P
Phase 2 Partners
California
-$6M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$24K -$34.6K -1,990 -59%
NA
102
NewEdge Advisors
Louisiana
$23.9K +$23.9K +1,359 New
QL
103
Quarry LP
New York
$22.9K +$22.9K +1,299 New
Wells Fargo
104
Wells Fargo
California
$21K +$10.4K +591 +98%
AIM
105
Arcadia Investment Management
Michigan
$20.9K +$20.9K +1,190 New
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$17K -$470 -26 -3%
DFCM
107
Dark Forest Capital Management
Puerto Rico
$7.29K +$7.16K +407 +5,814%
MHR
108
Matthew Hamilton Rosenberg
$5.28K – – –
Citigroup
109
Citigroup
New York
$4.22K -$5.09K -289 -55%
BFEC
110
Benjamin F. Edwards & Company
Missouri
$4K – – –
Dimensional Fund Advisors
111
Dimensional Fund Advisors
Texas
$2.7K +$2.7K +153,524 New
S
112
SignatureFD
Georgia
$1.25K +$1.25K +71 New
GWS
113
Glassman Wealth Services
Virginia
$546 -$194 -11 -26%
EI
114
Ellevest Inc
New York
$264 -$933 -53 -78%
LC
115
Lindbrook Capital
California
$176 +$176 +10 New
PA
116
Parallel Advisors
California
$158 +$158 +9 New
CS
117
Credit Suisse
Switzerland
$18 -$3.53K -196 -99%
DIG
118
Dragoneer Investment Group
California
– -$51.1M -2,468,874 Closed
P2P
119
Phase 2 Partners
California
– -$6M -289,983 Closed
IECM
120
Intrinsic Edge Capital Management
Illinois
– -$5.12M -247,661 Closed
GIPM
121
G2 Investment Partners Management
New York
– -$1.37M -66,000 Closed
Holocene Advisors
122
Holocene Advisors
New York
– -$992K -47,950 Closed
OQS
123
Occudo Quantitative Strategies
Florida
– -$264K -12,782 Closed
SSA
124
Schonfeld Strategic Advisors
New York
– -$248K -12,000 Closed
BFM
125
Boothbay Fund Management
New York
– -$224K -10,848 Closed
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5
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