ESMT

EngageSmart, Inc.

Delisted

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

125 hedge funds and large institutions have $2.96B invested in EngageSmart, Inc. in 2023 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 61 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
-18
Holders Change %
-12.59%
% of All Funds
1.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
61
Reduced
40
Closed
30
Calls
$11.3M
Puts
$616K
Net Calls
+$10.7M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
101
Caption Management
Oklahoma
$153K
Zurich Cantonal Bank
102
Zurich Cantonal Bank
Switzerland
$150K +$150K +7,861 New
CMF
103
Counterpoint Mutual Funds
California
$131K +$131K +6,861 New
AB
104
Amalgamated Bank
New York
$130K +$36K +1,889 +38%
Mitsubishi UFJ Asset Management
105
Mitsubishi UFJ Asset Management
Japan
$129K -$86.8K -4,546 -40%
Lazard Asset Management
106
Lazard Asset Management
New York
$121K +$872 +46 +0.7%
SPIA
107
Steward Partners Investment Advisory
New York
$120K -$3.82K -200 -3%
AIP
108
Ameritas Investment Partners
Nebraska
$76.6K +$26.7K +1,397 +53%
QT
109
Quantbot Technologies
New York
$74.2K -$494K -25,893 -87%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$51.4K +$15.6K +815 +43%
ACM
111
Aquatic Capital Management
Illinois
$46K -$86.3K -4,500 -65%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$41K
CFGS
113
Concourse Financial Group Securities
Alabama
$28.3K +$2.37K +124 +9%
AAM
114
Advisors Asset Management
Colorado
$23.3K +$17.4K +914 +299%
AIM
115
Arcadia Investment Management
Michigan
$22.7K -$29.8K -1,559 -57%
QL
116
Quarry LP
New York
$21.8K -$23.5K -1,230 -52%
Federated Hermes
117
Federated Hermes
Pennsylvania
$14.9K -$13K -682 -47%
Nisa Investment Advisors
118
Nisa Investment Advisors
Missouri
$11.9K -$6.01K -315 -34%
Osaic Holdings
119
Osaic Holdings
Arizona
$10.9K -$783 -41 -7%
MHR
120
Matthew Hamilton Rosenberg
$5.73K
US Bancorp
121
US Bancorp
Minnesota
$1.83K +$1.38K +72 +300%
S
122
SignatureFD
Georgia
$706 -$2.16K -113 -75%
GWS
123
Glassman Wealth Services
Virginia
$592
AF
124
Allworth Financial
California
$344 +$344 +18 New
LC
125
Lindbrook Capital
California
$305 -$1.62K -85 -84%