EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
144 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, 66 increasing their positions, 33 reducing their positions, and 10 closing their positions.
250% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 10
100% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 33
20% more funds holding
Funds holding: 120 → 144 (+24)
11% more capital invested
Capital invested by funds: $2.66B → $2.95B (+$293M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
36% less call options, than puts
Call options by funds: $385K | Put options by funds: $602K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$42.7M |
| 2 |
Jennison Associates
New York
|
+$28.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$17.4M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$16.2M |
| 5 |
Millennium Management
New York
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
General Atlantic
New York
|
-$134M |
| 2 |
SP
Summit Partners
Boston,
Massachusetts
|
-$37.2M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$18.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$5.57M |
| 5 |
WP
Woodline Partners
San Francisco,
California
|
-$5.1M |
ESMT Hedge Fund Activity: Q1 2023 in Review
144 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q1 2023, worth a combined $2.95B — up 11% from $2.66B a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new ESMT positions and 10 closed out — a net gain of 25 holders — while 66 added to existing stakes and 33 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $42.7M. The largest seller was General Atlantic, cutting an estimated $134M.
- 144 institutional investors held EngageSmart, Inc. (ESMT) as of Q1 2023, up from 120 in Q4 2022.
- Funds reported $2.95B of EngageSmart, Inc. stock for Q1 2023, up 11% quarter-over-quarter.
- 35 funds opened new EngageSmart, Inc. positions in Q1 2023 and 10 closed out, a net change of +25 holders.
- The largest EngageSmart, Inc. buyer in Q1 2023 was Citadel Advisors, an estimated $42.7M added.
- The largest EngageSmart, Inc. seller in Q1 2023 was General Atlantic, an estimated $134M sold.
Based on aggregated 13F filings for Q1 2023.