EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
120 hedge funds and large institutions have $2.66B invested in EngageSmart, Inc. in 2022 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 47 increasing their positions, 30 reducing their positions, and 13 closing their positions.
697% more call options, than puts
Call options by funds: $303K | Put options by funds: $38K
123% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 13
57% more repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 30
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
15% more funds holding
Funds holding: 104 → 120 (+16)
15% less capital invested
Capital invested by funds: $3.11B → $2.66B (-$454M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$18.5M |
| 2 |
BlackRock
New York
|
+$14.9M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$13.2M |
| 4 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$12.3M |
| 5 |
SIG
Senator Investment Group
New York
|
+$11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
-$51.1M |
| 2 |
WP
Woodline Partners
San Francisco,
California
|
-$22.6M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$11.2M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$9.56M |
| 5 |
P2P
Phase 2 Partners
San Francisco,
California
|
-$6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BFM
126
Boothbay Fund Management
New York
| – | -$224K | -10,848 | Closed |
|
127
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$191K | -10,414 | Closed |
|
|
CFCI
128
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| – | -$203K | -10,056 | Closed |
|
|
PP
129
PDT Partners
New York
| – | -$207K | -10,010 | Closed |
|
|
PHK
130
Point72 Hong Kong
Hong Kong
| – | -$27K | -1,326 | Closed |
|
|
SFG
131
Steward Financial Group
Colleyville,
Texas
| – | +$129 | +7 | New |
|
ESMT Hedge Fund Activity: Q4 2022 in Review
120 of the 6,222 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2022, worth a combined $2.66B — down 15% from $3.11B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new ESMT positions and 13 closed out — a net gain of 16 holders — while 47 added to existing stakes and 30 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $18.5M. The largest seller was Dragoneer Investment Group, exiting entirely with an estimated $51.1M sold.
- 120 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2022, up from 104 in Q3 2022.
- Funds reported $2.66B of EngageSmart, Inc. stock for Q4 2022, down 15% quarter-over-quarter.
- 29 funds opened new EngageSmart, Inc. positions in Q4 2022 and 13 closed out, a net change of +16 holders.
- The largest EngageSmart, Inc. buyer in Q4 2022 was Wellington Management Group, an estimated $18.5M added.
- The largest EngageSmart, Inc. seller in Q4 2022 was Dragoneer Investment Group, an estimated $51.1M sold.
Based on aggregated 13F filings for Q4 2022.