ESMT

EngageSmart, Inc.

Delisted

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

148 hedge funds and large institutions have $3.64B invested in EngageSmart, Inc. in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 40 increasing their positions, 41 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
148
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.67M
Puts
$103K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VOYA Investment Management
101
VOYA Investment Management
Georgia
$448K
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$446K
HM
103
Harvest Management
New York
$435K
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$435K
PCM
105
PenderFund Capital Management
British Columbia, Canada
$430K
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$372K
TRCT
107
Tower Research Capital (TRC)
New York
$363K
Wells Fargo
108
Wells Fargo
California
$356K
Capstone Investment Advisors
109
Capstone Investment Advisors
New York
$344K
Wellington Management Group
110
Wellington Management Group
Massachusetts
$332K
ASRS
111
Arizona State Retirement System
Arizona
$321K
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$321K
Stifel Financial
113
Stifel Financial
Missouri
$312K
SEI Investments
114
SEI Investments
Pennsylvania
$248K
EGM
115
Engineers Gate Manager
New York
$233K
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$224K
C
117
Covestor
United Kingdom
$205K
Comerica Bank
118
Comerica Bank
Texas
$191K
AB
119
Amalgamated Bank
New York
$158K
Citigroup
120
Citigroup
New York
$157K
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$125K
Lazard Asset Management
122
Lazard Asset Management
New York
$113K
AIP
123
Ameritas Investment Partners
Nebraska
$110K
SIM
124
Sandia Investment Management
Massachusetts
$106K
SPIA
125
Steward Partners Investment Advisory
New York
$106K