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 %
WAM
126
Wolverine Asset Management
Illinois
$84.7K +$84.7K +3,700 New
AAM
127
Advisors Asset Management
Colorado
$70K +$12.3K +535 +21%
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$64.1K -$7.1K -310 -10%
A
129
AlphaQuest
New York
$57.1K +$57.1K +2,493 New
NCGI
130
Next Century Growth Investors
Minnesota
$42.6K -$17M -743,378 -100%
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$38K -$11.4K -500 -23%
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$24K +$24K +1,032 New
Federated Hermes
133
Federated Hermes
Pennsylvania
$22.3K +$2.47K +108 +12%
PA
134
Parallel Advisors
California
$15.5K +$15.1K +659 +3,468%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$14.5K
QCG
136
Quadrant Capital Group
Ohio
$8.41K +$8.41K +367 New
MHR
137
Matthew Hamilton Rosenberg
$6.87K
S
138
SignatureFD
Georgia
$6.73K
CMP
139
Coston McIsaac & Partners
Maine
$6K
PWMG
140
Private Wealth Management Group
New Jersey
$1.56K +$1.56K +68 New
CIA
141
Cape Investment Advisory
Georgia
$1.28K +$1.28K +56 New
Osaic Holdings
142
Osaic Holdings
Arizona
$1.15K -$26.1K -1,139 -96%
GWS
143
Glassman Wealth Services
Virginia
$710
LC
144
Lindbrook Capital
California
$573 +$206 +9 +56%
PNC Financial Services Group
145
PNC Financial Services Group
Pennsylvania
$573 +$573 +25 New
US Bancorp
146
US Bancorp
Minnesota
$550 +$550 +24 New
AF
147
Allworth Financial
California
$344 +$161 +7 +88%
Macquarie Group
148
Macquarie Group
Australia
-$45.2M -2,514,552 Closed
CRCM
149
Cat Rock Capital Management
Connecticut
-$37.9M -2,105,995 Closed
Jennison Associates
150
Jennison Associates
New York
-$27.6M -1,533,771 Closed