ESMT

EngageSmart, Inc.

Delisted

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

149 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
149
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
WAM
126
Wolverine Asset Management
Illinois
$84.7K
AAM
127
Advisors Asset Management
Colorado
$70K
MLICM
128
Metropolitan Life Insurance Company (MetLife)
New York
$64.1K
A
129
AlphaQuest
New York
$57.1K
NCGI
130
Next Century Growth Investors
Minnesota
$42.6K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$38K
HIIFS
132
Harel Insurance Investments & Financial Services
Israel
$24K
Federated Hermes
133
Federated Hermes
Pennsylvania
$22.3K
PA
134
Parallel Advisors
California
$15.5K
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$14.5K
QCG
136
Quadrant Capital Group
Ohio
$8.4K
MHR
137
Matthew Hamilton Rosenberg
$6.87K
S
138
SignatureFD
Georgia
$6.73K
CMP
139
Coston McIsaac & Partners
Maine
$6K
LSA
140
Leonteq Securities AG
Switzerland
$3.87K
PWMG
141
Private Wealth Management Group
New Jersey
$1.56K
CIA
142
Cape Investment Advisory
Georgia
$1.28K
Osaic Holdings
143
Osaic Holdings
Arizona
$1.15K
GWS
144
Glassman Wealth Services
Virginia
$710
LC
145
Lindbrook Capital
California
$573
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$573
US Bancorp
147
US Bancorp
Minnesota
$550
AF
148
Allworth Financial
California
$344
Macquarie Group
149
Macquarie Group
Australia
CRCM
150
Cat Rock Capital Management
Connecticut