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Enterprise Financial Services Corp
EFSC

165 hedge funds and large institutions have $737M invested in Enterprise Financial Services Corp in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 15

40% more capital invested

Capital invested by funds: $525M → $737M (+$212M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

4% more funds holding

Funds holding: 158 → 165 (+7)

8% more call options, than puts

Call options by funds: $982K | Put options by funds: $911K

6.11% less ownership

Funds ownership: 73.64% → 67.54% (-6.1%)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
2.92%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
23
Increased
49
Reduced
58
Closed
15
Calls
$982K
Puts
$911K
Net Calls
+$71K
Net Calls Change
-$4.94M

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$7.39M
2
BlackRock
BlackRock
New York
+$7.23M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.75M
4
PCM
Peregrine Capital Management
Minnesota
+$4.46M
5
Macquarie Group
Macquarie Group
Australia
+$4.02M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$8.18M
2
Renaissance Technologies
Renaissance Technologies
New York
-$3.06M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$1.72M
4
ECA
Endeavour Capital Advisors
Connecticut
-$1.71M
5
EC
EJF Capital
Virginia
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
26
Renaissance Technologies
New York
$7.22M -$3.06M -93,600 -31%
PFC
27
Phocas Financial Corp
California
$6.9M -$1.31M -40,176 -17%
Charles Schwab
28
Charles Schwab
California
$6.65M +$718K +21,958 +13%
EPCA
29
Elizabeth Park Capital Advisors
Ohio
$6.28M +$170K +5,199 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$6.23M +$649K +19,836 +13%
EVM
31
Eaton Vance Management
Massachusetts
$5.72M – – –
MFIMFI
32
Mesirow Financial Investment Management - Fixed Income
Illinois
$5.55M -$87.3K -2,670 -2%
MOACM
33
Mutual of America Capital Management
New York
$5.38M – – –
Millennium Management
34
Millennium Management
New York
$5.26M +$3.24M +98,920 +192%
Morgan Stanley
35
Morgan Stanley
New York
$4.76M +$1.83M +55,867 +69%
Allianz Asset Management
36
Allianz Asset Management
Germany
$4.71M -$368K -11,249 -8%
BCM
37
Bridgeway Capital Management
Texas
$4.25M – – –
N
38
Nuveen
North Carolina
$4.17M -$187K -5,704 -5%
Wells Fargo
39
Wells Fargo
California
$3.95M -$363K -11,102 -9%
GKIM
40
GW&K Investment Management
Massachusetts
$3.91M +$3.42M +104,414 +1,421%
MCM
41
Maltese Capital Management
New York
$3.67M +$1.07M +32,692 +45%
State of Wisconsin Investment Board
42
State of Wisconsin Investment Board
Wisconsin
$3.65M -$425K -13,000 -11%
CB
43
Commerce Bank
Missouri
$3.17M -$9.88K -302 -0.3%
PCH
44
Polar Capital Holdings
United Kingdom
$3.16M +$2.96M +90,407 New
Ameriprise
45
Ameriprise
Minnesota
$3.09M -$132K -4,032 -4%
PL
46
Plancorp LLC
Missouri
$2.6M -$146K -4,463 -6%
Swiss National Bank
47
Swiss National Bank
Switzerland
$1.97M – – –
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.96M -$51.5K -1,573 -3%
BGIM
49
Brandywine Global Investment Management
Pennsylvania
$1.83M -$5.79K -177 -0.3%
MCM
50
Matarin Capital Management
New York
$1.79M +$314K +9,605 +23%
1
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3 4 5

EFSC Hedge Fund Activity: Q4 2020 in Review

165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2020, worth a combined $737M — up 40% from $525M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new EFSC positions and 15 closed out — a net gain of 8 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was Vanguard Group, adding an estimated $7.39M. The largest seller was Patriot Financial Partners, cutting an estimated $8.18M.

  • 165 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2020, up from 158 in Q3 2020.
  • Funds reported $737M of Enterprise Financial Services Corp stock for Q4 2020, up 40% quarter-over-quarter.
  • 23 funds opened new Enterprise Financial Services Corp positions in Q4 2020 and 15 closed out, a net change of +8 holders.
  • The largest Enterprise Financial Services Corp buyer in Q4 2020 was Vanguard Group, an estimated $7.39M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2020 was Patriot Financial Partners, an estimated $8.18M sold.

Based on aggregated 13F filings for Q4 2020.