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
+19
Holders Change %
+14.73%
% of All Funds
2.17%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
53
Increased
40
Reduced
41
Closed
34
Calls
$3.67M
Puts
$103K
Net Calls
+$3.57M
Net Calls Change
-$15.6M
Name Holding Trade Value Shares
Change
Shares
Change %
VOYA Investment Management
101
VOYA Investment Management
Georgia
$448K -$2.84M -123,853 -86%
Teacher Retirement System of Texas
102
Teacher Retirement System of Texas
Texas
$446K -$215K -9,417 -33%
HM
103
Harvest Management
New York
$435K +$435K +19,000 New
Janney Montgomery Scott
104
Janney Montgomery Scott
Pennsylvania
$435K
PCM
105
PenderFund Capital Management
British Columbia, Canada
$430K +$430K +14,173 New
Susquehanna International Group
106
Susquehanna International Group
Pennsylvania
$372K -$1.31M -57,080 -78%
TRCT
107
Tower Research Capital (TRC)
New York
$363K +$260K +11,337 +252%
Wells Fargo
108
Wells Fargo
California
$356K +$58.2K +2,540 +20%
Capstone Investment Advisors
109
Capstone Investment Advisors
New York
$344K -$136K -5,921 -28%
Wellington Management Group
110
Wellington Management Group
Massachusetts
$332K -$31.7M -1,385,242 -99%
ASRS
111
Arizona State Retirement System
Arizona
$321K -$4.74K -207 -1%
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 -$194K -8,483 -38%
SEI Investments
114
SEI Investments
Pennsylvania
$248K -$3.27M -142,957 -93%
EGM
115
Engineers Gate Manager
New York
$233K +$233K +10,190 New
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$224K -$67K -2,926 -23%
C
117
Covestor
United Kingdom
$205K -$23.1K -1,012 -10%
Comerica Bank
118
Comerica Bank
Texas
$191K -$120K -5,230 -39%
AB
119
Amalgamated Bank
New York
$158K -$11.3K -493 -7%
Citigroup
120
Citigroup
New York
$157K +$125K +5,455 +388%
Mitsubishi UFJ Asset Management
121
Mitsubishi UFJ Asset Management
Japan
$125K -$29.1K -1,272 -19%
Lazard Asset Management
122
Lazard Asset Management
New York
$113K +$2.85K +125 +3%
AIP
123
Ameritas Investment Partners
Nebraska
$110K
SIM
124
Sandia Investment Management
Massachusetts
$106K -$180K -7,865 -63%
SPIA
125
Steward Partners Investment Advisory
New York
$106K -$11K -480 -9%