ESMT

EngageSmart, Inc.
ESMT

Overview Fund Activity
Delisted

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

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143 hedge funds and large institutions have $2.95B invested in EngageSmart, Inc. in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
35
Increased
65
Reduced
33
Closed
10
Calls
$385K
Puts
$602K
Net Calls
-$217K
Net Calls Change
-$482K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$42.5M
2
Jennison Associates
Jennison Associates
New York
+$28.7M
3
Marshall Wace
Marshall Wace
United Kingdom
+$17.4M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$16.1M
5
Millennium Management
Millennium Management
New York
+$13.2M

Top Sellers

1
GA
General Atlantic
New York
-$134M
2
SP
Summit Partners
Massachusetts
-$37M
3
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$18M
4
Invesco
Invesco
Georgia
-$5.54M
5
WP
Woodline Partners
California
-$5.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS Group
101
UBS Group
Switzerland
$251K +$25.9K +1,345 +12%
SFI
102
Susquehanna Fundamental Investments
Pennsylvania
$243K -$499K -25,903 -67%
SIM
103
Sandia Investment Management
Massachusetts
$241K +$193K +10,000 +400%
OR
104
Olympiad Research
Connecticut
$237K +$237K +12,329 New
PCM
105
Prelude Capital Management
New York
$237K +$237K +12,328 New
DTL
106
Dynamic Technology Lab
Singapore
$237K -$103K -5,339 -30%
B
107
Bailard
California
$221K +$221K +11,500 New
Mitsubishi UFJ Asset Management
108
Mitsubishi UFJ Asset Management
Japan
$217K +$15.5K +806 +8%
BC
109
Brookfield Corp
Ontario, Canada
$214K +$214K +11,137 New
MA
110
MCF Advisors
Kentucky
$204K -$963K -50,000 -83%
DWM
111
Dakota Wealth Management
Florida
$197K +$197K +10,209 New
Wells Fargo
112
Wells Fargo
California
$184K +$161K +8,364 +702%
SOW
113
State of Wyoming
Wyoming
$177K -$26.8K -1,393 -13%
Royal Bank of Canada
114
Royal Bank of Canada
Ontario, Canada
$174K -$102K -5,316 -37%
CM
115
Caption Management
Oklahoma
$154K +$154K +8,000 New
ACM
116
Aquatic Capital Management
Illinois
$133K +$25.1K +1,300 +23%
SPIA
117
Steward Partners Investment Advisory
New York
$125K +$9.63K +500 +8%
Lazard Asset Management
118
Lazard Asset Management
New York
$121K +$1.72K +90 +1%
PMEF
119
Point72 Middle East FZE
United Arab Emirates
$112K -$4.91K -255 -4%
Legal & General Group
120
Legal & General Group
United Kingdom
$98.7K +$3.98K +207 +4%
AB
121
Amalgamated Bank
New York
$95K -$13K -674 -12%
C
122
Covestor
United Kingdom
$76K +$20.6K +1,066 +37%
SO
123
STRS Ohio
Ohio
$71K – – –
TRCT
124
Tower Research Capital (TRC)
New York
$56K +$29.2K +1,501 +109%
Belvedere Trading
125
Belvedere Trading
Illinois
$53.3K +$53.3K +2,767 New
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