EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
130 hedge funds and large institutions have $2.8B invested in EngageSmart, Inc. in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 43 reducing their positions, and 19 closing their positions.
1,865% more call options, than puts
Call options by funds: $20.2M | Put options by funds: $1.03M
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
14% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 43
3% more funds holding
Funds holding: 126 → 130 (+4)
0.15% more ownership
Funds ownership: 92.96% → 93.11% (+0.15%)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less capital invested
Capital invested by funds: $2.96B → $2.8B (-$156M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DIG
Dragoneer Investment Group
San Francisco,
California
|
+$39.1M |
| 2 |
SCA
Summit Creek Advisors
Minneapolis,
Minnesota
|
+$10M |
| 3 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
+$9.88M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$5.86M |
| 5 |
BlackRock
New York
|
+$4.26M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$14.3M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$11.9M |
| 3 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$10.7M |
| 4 |
Jennison Associates
New York
|
-$8.11M |
| 5 |
SIG
Senator Investment Group
New York
|
-$6.24M |
ESMT Hedge Fund Activity: Q3 2023 in Review
130 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q3 2023, worth a combined $2.8B — down 5.3% from $2.96B a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new ESMT positions and 19 closed out — a net gain of 4 holders — while 49 added to existing stakes and 43 trimmed.
The largest buyer was Dragoneer Investment Group, opening a new position worth an estimated $39.1M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $14.3M sold.
- 130 institutional investors held EngageSmart, Inc. (ESMT) as of Q3 2023, up from 126 in Q2 2023.
- Funds reported $2.8B of EngageSmart, Inc. stock for Q3 2023, down 5.3% quarter-over-quarter.
- 23 funds opened new EngageSmart, Inc. positions in Q3 2023 and 19 closed out, a net change of +4 holders.
- The largest EngageSmart, Inc. buyer in Q3 2023 was Dragoneer Investment Group, an estimated $39.1M added.
- The largest EngageSmart, Inc. seller in Q3 2023 was Driehaus Capital Management, an estimated $14.3M sold.
Based on aggregated 13F filings for Q3 2023.