EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
126 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, 41 reducing their positions, and 30 closing their positions.
1,741% more call options, than puts
Call options by funds: $11.3M | Put options by funds: $616K
49% more repeat investments, than reductions
Existing positions increased: 61 | Existing positions reduced: 41
0% more capital invested
Capital invested by funds: $2.95B → $2.96B (+$7.38M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
13% less funds holding
Funds holding: 144 → 126 (-18)
57% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 30
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$31.9M |
| 2 |
BlackRock
New York
|
+$19.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$10.1M |
| 4 |
Jennison Associates
New York
|
+$8.88M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$12.6M |
| 2 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$11.9M |
| 3 |
Millennium Management
New York
|
-$9.86M |
| 4 |
Jane Street
New York
|
-$7.23M |
| 5 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
-$6.18M |
ESMT Hedge Fund Activity: Q2 2023 in Review
126 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q2 2023, worth a combined $2.96B — up 0.25% from $2.95B a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of ESMT and 13 opened new positions — a net loss of 17 holders — while 41 trimmed existing stakes and 61 added.
The largest buyer was Vanguard Group, adding an estimated $31.9M. The largest seller was Citadel Advisors, cutting an estimated $12.6M.
- 126 institutional investors held EngageSmart, Inc. (ESMT) as of Q2 2023, down from 144 in Q1 2023.
- Funds reported $2.96B of EngageSmart, Inc. stock for Q2 2023, up 0.25% quarter-over-quarter.
- 13 funds opened new EngageSmart, Inc. positions in Q2 2023 and 30 closed out, a net change of -17 holders.
- The largest EngageSmart, Inc. buyer in Q2 2023 was Vanguard Group, an estimated $31.9M added.
- The largest EngageSmart, Inc. seller in Q2 2023 was Citadel Advisors, an estimated $12.6M sold.
Based on aggregated 13F filings for Q2 2023.