ESMT

EngageSmart, Inc.

Delisted

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

129 hedge funds and large institutions have $2.8B invested in EngageSmart, Inc. in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 42 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+4
Holders Change %
+3.2%
% of All Funds
2.06%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
23
Increased
49
Reduced
42
Closed
19
Calls
$20.2M
Puts
$1.03M
Net Calls
+$19.2M
Net Calls Change
+$8.45M
Name Holding Trade Value Shares
Change
Shares
Change %
WP
101
Woodline Partners
California
$188K +$188K +10,432 New
DWM
102
Dakota Wealth Management
Florida
$185K +$2.75K +153 +2%
C
103
Covestor
United Kingdom
$179K -$36 -2 -0%
SOW
104
State of Wyoming
Wyoming
$173K -$95.2K -5,293 -35%
AB
105
Amalgamated Bank
New York
$133K +$10.4K +577 +8%
Mitsubishi UFJ Asset Management
106
Mitsubishi UFJ Asset Management
Japan
$121K
SPIA
107
Steward Partners Investment Advisory
New York
$91.7K -$21.2K -1,178 -19%
AIP
108
Ameritas Investment Partners
Nebraska
$86.2K +$14K +780 +19%
Lazard Asset Management
109
Lazard Asset Management
New York
$86K -$27.5K -1,547 -24%
TRCT
110
Tower Research Capital (TRC)
New York
$81.1K -$128K -7,112 -61%
MLICM
111
Metropolitan Life Insurance Company (MetLife)
New York
$55.9K +$7.52K +418 +16%
AAM
112
Advisors Asset Management
Colorado
$45.4K +$23.4K +1,302 +107%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$39.7K +$39.7K +2,205 New
Carson Wealth (CWM LLC)
114
Carson Wealth (CWM LLC)
Nebraska
$39K
MA
115
MCF Advisors
Kentucky
$34.5K -$159K -8,859 -82%
CFGS
116
Concourse Financial Group Securities
Alabama
$26.7K
AIM
117
Arcadia Investment Management
Michigan
$26K +$4.62K +257 +22%
Citigroup
118
Citigroup
New York
$25.3K -$319K -17,737 -93%
RA
119
RiverPark Advisors
New York
$25.2K +$25.2K +1,402 New
Osaic Holdings
120
Osaic Holdings
Arizona
$21.4K +$11.1K +617 +108%
Federated Hermes
121
Federated Hermes
Pennsylvania
$15.6K +$1.55K +86 +11%
Nisa Investment Advisors
122
Nisa Investment Advisors
Missouri
$11.4K +$180 +10 +2%
MHR
123
Matthew Hamilton Rosenberg
$5.4K
S
124
SignatureFD
Georgia
$5.29K +$4.62K +257 +695%
CMP
125
Coston McIsaac & Partners
Maine
$5K +$5K +286 New