EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
76 hedge funds and large institutions have $3.43B invested in EngageSmart, Inc. in 2021 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 40 closing their positions.
72,642% more call options, than puts
Call options by funds: $8.73M | Put options by funds: $12K
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
3% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 40
0.72% more ownership
Funds ownership: 87.24% → 87.96% (+0.72%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
1% less funds holding
Funds holding: 77 → 76 (-1)
28% less capital invested
Capital invested by funds: $4.78B → $3.43B (-$1.35B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.2M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$38.7M |
| 3 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$18.6M |
| 4 |
WP
Woodline Partners
San Francisco,
California
|
+$14.6M |
| 5 |
Millennium Management
New York
|
+$12.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TCM
TimesSquare Capital Management
New York
|
-$27.6M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$13.9M |
| 3 |
WRCM
Whale Rock Capital Management
Boston,
Massachusetts
|
-$13.6M |
| 4 |
Norges Bank
Oslo,
Norway
|
-$10.3M |
| 5 |
APM
Avidity Partners Management
Dallas,
Texas
|
-$9.37M |
ESMT Hedge Fund Activity: Q4 2021 in Review
76 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2021, worth a combined $3.43B — down 28% from $4.78B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new ESMT positions and 40 closed out — a net gain of 1 holder — while 18 added to existing stakes and 9 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $42.2M. The largest seller was TimesSquare Capital Management, exiting entirely with an estimated $27.6M sold.
- 76 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2021, down from 77 in Q3 2021.
- Funds reported $3.43B of EngageSmart, Inc. stock for Q4 2021, down 28% quarter-over-quarter.
- 41 funds opened new EngageSmart, Inc. positions in Q4 2021 and 40 closed out, a net change of +1 holder.
- The largest EngageSmart, Inc. buyer in Q4 2021 was Fidelity Investments, an estimated $42.2M added.
- The largest EngageSmart, Inc. seller in Q4 2021 was TimesSquare Capital Management, an estimated $27.6M sold.
Based on aggregated 13F filings for Q4 2021.