EngageSmart, Inc.
ESMT
ESMT was delisted on the 25th of January, 2024.
149 hedge funds and large institutions have $3.62B 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.
3,466% more call options, than puts
Call options by funds: $3.67M | Put options by funds: $103K
56% more first-time investments, than exits
New positions opened: 53 | Existing positions closed: 34
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $2.8B → $3.62B (+$818M)
15% more funds holding
Funds holding: 130 → 149 (+19)
0.82% more ownership
Funds ownership: 93.11% → 93.93% (+0.82%)
2% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity International
Hamilton,
Bermuda
|
+$149M |
| 2 |
NAM
Nexpoint Asset Management
Dallas,
Texas
|
+$34.4M |
| 3 |
WP
Woodline Partners
San Francisco,
California
|
+$26.7M |
| 4 |
MF
Magnetar Financial
Evanston,
Illinois
|
+$19.8M |
| 5 |
GCL
Glazer Capital LLC
New York
|
+$18M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$53M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$48.3M |
| 3 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$45.2M |
| 4 |
CRCM
Cat Rock Capital Management
Greenwich,
Connecticut
|
-$37.9M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$30.7M |
ESMT Hedge Fund Activity: Q4 2023 in Review
149 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in EngageSmart, Inc. (ESMT) for Q4 2023, worth a combined $3.62B — up 29% from $2.8B a quarter earlier.
Buyers outnumbered sellers: 53 funds opened new ESMT positions and 34 closed out — a net gain of 19 holders — while 40 added to existing stakes and 41 trimmed.
The largest buyer was Fidelity International, opening a new position worth an estimated $149M. The largest seller was Millennium Management, cutting an estimated $53M.
- 149 institutional investors held EngageSmart, Inc. (ESMT) as of Q4 2023, up from 130 in Q3 2023.
- Funds reported $3.62B of EngageSmart, Inc. stock for Q4 2023, up 29% quarter-over-quarter.
- 53 funds opened new EngageSmart, Inc. positions in Q4 2023 and 34 closed out, a net change of +19 holders.
- The largest EngageSmart, Inc. buyer in Q4 2023 was Fidelity International, an estimated $149M added.
- The largest EngageSmart, Inc. seller in Q4 2023 was Millennium Management, an estimated $53M sold.
Based on aggregated 13F filings for Q4 2023.