ESMT

EngageSmart, Inc.

Delisted

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

143 hedge funds and large institutions have $2.95B invested in EngageSmart, Inc. in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 65 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+24
Holders Change %
+20.17%
% of All Funds
2.29%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
35
Increased
65
Reduced
33
Closed
10
Calls
$385K
Puts
$602K
Net Calls
-$217K
Net Calls Change
-$482K
Name Holding Trade Value Shares
Change
Shares
Change %
AIM
126
Arcadia Investment Management
Michigan
$52.9K +$30K +1,559 +131%
AIP
127
Ameritas Investment Partners
Nebraska
$50.4K
QL
128
Quarry LP
New York
$45.7K +$20.7K +1,074 +83%
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$42K +$9.54K +491 +29%
MLICM
130
Metropolitan Life Insurance Company (MetLife)
New York
$36.1K -$6.74K -350 -16%
Federated Hermes
131
Federated Hermes
Pennsylvania
$28.1K +$28.1K +1,461 New
CFGS
132
Concourse Financial Group Securities
Alabama
$26.2K +$26.2K +1,361 New
Nisa Investment Advisors
133
Nisa Investment Advisors
Missouri
$18K
Citigroup
134
Citigroup
New York
$13.9K +$9.26K +481 +200%
Osaic Holdings
135
Osaic Holdings
Arizona
$11.8K +$11.5K +597 +3,731%
AAM
136
Advisors Asset Management
Colorado
$5.89K +$5.89K +306 New
MHR
137
Matthew Hamilton Rosenberg
$5.78K
S
138
SignatureFD
Georgia
$2.89K +$1.52K +79 +111%
LC
139
Lindbrook Capital
California
$1.94K +$1.75K +91 +910%
GWS
140
Glassman Wealth Services
Virginia
$597
US Bancorp
141
US Bancorp
Minnesota
$462 +$462 +24 New
PA
142
Parallel Advisors
California
$366 +$193 +10 +111%
EI
143
Ellevest Inc
New York
$289
WP
144
Woodline Partners
California
-$5.1M -290,000 Closed
CIBC World Market
145
CIBC World Market
Ontario, Canada
-$2.07M -117,471 Closed
RC
146
Roubaix Capital
Colorado
-$1.46M -83,010 Closed
EGM
147
Engineers Gate Manager
New York
-$564K -32,029 Closed
ZDA
148
Zweig-DiMenna Associates
New York
-$264K -15,000 Closed
VI
149
Versor Investments
New York
-$182K -10,318 Closed
NA
150
NewEdge Advisors
Louisiana
-$23.9K -1,359 Closed