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Enterprise Financial Services Corp

182 hedge funds and large institutions have $1.14B invested in Enterprise Financial Services Corp in 2021 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

922% more call options, than puts

Call options by funds: $879K | Put options by funds: $86K

244% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 9

117% more repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 36

12% more funds holding

Funds holding: 162182 (+20)

7% more capital invested

Capital invested by funds: $1.07B → $1.14B (+$75.9M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8.23% less ownership

Funds ownership: 74.4%66.17% (-8.2%)

Holders
182
Holders Change
+20
Holders Change %
+12.35%
% of All Funds
3.19%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
31
Increased
78
Reduced
36
Closed
9
Calls
$879K
Puts
$86K
Net Calls
+$793K
Net Calls Change
-$835K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$11.8M +$2.26M +50,502 +24%
PCM
27
Peregrine Capital Management
Minnesota
$11.8M -$2.4M -53,619 -17%
JP Morgan Chase
28
JP Morgan Chase
New York
$10.9M +$616K +13,743 +6%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$10.4M +$2.37M +52,979 +30%
MFIMFI
30
Mesirow Financial Investment Management - Fixed Income
Illinois
$10.2M -$111K -2,480 -1%
PFC
31
Phocas Financial Corp
California
$8.29M +$44.2K +987 +0.5%
MOACM
32
Mutual of America Capital Management
New York
$8.02M +$1.27M +28,261 +19%
BCM
33
Bridgeway Capital Management
Texas
$7.59M +$2.06M +46,027 +38%
EVM
34
Eaton Vance Management
Massachusetts
$7.41M
EPCA
35
Elizabeth Park Capital Advisors
Ohio
$7.2M
Ameriprise
36
Ameriprise
Minnesota
$5.97M +$381K +8,514 +7%
BFC
37
Banc Funds Company
Illinois
$5.86M +$5.8M +129,432 New
NIG
38
NFJ Investment Group
Texas
$5.13M -$510K -11,391 -9%
Goldman Sachs
39
Goldman Sachs
New York
$5.09M +$3.83M +85,398 +315%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$5.09M
Morgan Stanley
41
Morgan Stanley
New York
$4.86M +$216K +4,818 +5%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$4.72M +$297K +6,636 +7%
MPAM
43
Monarch Partners Asset Management
Massachusetts
$4.54M -$501K -11,178 -10%
GKIM
44
GW&K Investment Management
Massachusetts
$4.49M -$825K -18,410 -16%
Wells Fargo
45
Wells Fargo
California
$4.18M +$330K +7,376 +9%
CB
46
Commerce Bank
Missouri
$4.01M -$4.12K -92 -0.1%
EMFAT
47
Emerald Mutual Fund Advisers Trust
Pennsylvania
$3.93M +$3.89M +86,775 New
Swiss National Bank
48
Swiss National Bank
Switzerland
$3.72M +$748K +16,700 +26%
MCM
49
Maltese Capital Management
New York
$3.62M +$895K +19,985 +33%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$3.33M +$91K +2,031 +3%

EFSC Hedge Fund Activity: Q3 2021 in Review

182 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2021, worth a combined $1.14B — up 7.1% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EFSC positions and 9 closed out — a net gain of 22 holders — while 78 added to existing stakes and 36 trimmed.

The largest buyer was William Blair Investment Management, adding an estimated $32.9M. The largest seller was Millennium Management, cutting an estimated $7.65M.

  • 182 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2021, up from 162 in Q2 2021.
  • Funds reported $1.14B of Enterprise Financial Services Corp stock for Q3 2021, up 7.1% quarter-over-quarter.
  • 31 funds opened new Enterprise Financial Services Corp positions in Q3 2021 and 9 closed out, a net change of +22 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2021 was William Blair Investment Management, an estimated $32.9M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2021 was Millennium Management, an estimated $7.65M sold.

Based on aggregated 13F filings for Q3 2021.