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Enterprise Financial Services Corp

189 hedge funds and large institutions have $1.18B invested in Enterprise Financial Services Corp in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

4% more funds holding

Funds holding: 182189 (+7)

3% more capital invested

Capital invested by funds: $1.14B → $1.18B (+$39.8M)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.24% less ownership

Funds ownership: 66.17%65.93% (-0.24%)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

Holders
189
Holders Change
+7
Holders Change %
+3.85%
% of All Funds
2.91%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
26
Increased
60
Reduced
66
Closed
19
Calls
$645K
Puts
Net Calls
+$645K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$12.5M +$184K +3,854 +1%
RCAMU
27
Rothschild & Co Asset Management US
Connecticut
$12.2M -$623K -13,061 -5%
PCM
28
Peregrine Capital Management
Minnesota
$10.3M -$1.93M -40,480 -16%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$9.91M -$956K -20,037 -9%
AllianceBernstein
30
AllianceBernstein
Tennessee
$8.61M -$6.21M -130,117 -42%
PFC
31
Phocas Financial Corp
California
$8.42M -$208K -4,351 -2%
MOACM
32
Mutual of America Capital Management
New York
$8.28M -$64.3K -1,347 -0.8%
MFIMFI
33
Mesirow Financial Investment Management - Fixed Income
Illinois
$8.21M -$2.4M -50,335 -22%
EPCA
34
Elizabeth Park Capital Advisors
Ohio
$7.49M
Ameriprise
35
Ameriprise
Minnesota
$6.99M +$788K +16,522 +13%
EVM
36
Eaton Vance Management
Massachusetts
$6.47M -$1.25M -26,247 -16%
Russell Investments Group
37
Russell Investments Group
United Kingdom
$6.45M +$3.03M +63,454 +86%
Morgan Stanley
38
Morgan Stanley
New York
$5.82M +$774K +16,229 +15%
BCM
39
Bridgeway Capital Management
Texas
$5.78M -$2.15M -45,000 -27%
State of Wisconsin Investment Board
40
State of Wisconsin Investment Board
Wisconsin
$5.3M
NIG
41
NFJ Investment Group
Texas
$5.06M -$280K -5,871 -5%
MCM
42
Maltese Capital Management
New York
$4.94M +$1.19M +25,000 +31%
SEI Investments
43
SEI Investments
Pennsylvania
$4.87M +$2.57M +53,808 +108%
CSS
44
Cubist Systematic Strategies
Connecticut
$4.46M +$3.96M +82,925 +702%
GKIM
45
GW&K Investment Management
Massachusetts
$4.44M -$228K -4,785 -5%
Wells Fargo
46
Wells Fargo
California
$4.33M -$16.4K -343 -0.4%
CB
47
Commerce Bank
Missouri
$4.15M -$21.3K -447 -0.5%
EMFAT
48
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.09M
Swiss National Bank
49
Swiss National Bank
Switzerland
$3.8M -$62K -1,300 -2%
Barclays
50
Barclays
United Kingdom
$3.1M +$1.45M +30,313 +85%

EFSC Hedge Fund Activity: Q4 2021 in Review

189 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2021, worth a combined $1.18B — up 3.5% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new EFSC positions and 19 closed out — a net gain of 7 holders — while 60 added to existing stakes and 66 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $23.9M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $18.4M sold.

  • 189 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2021, up from 182 in Q3 2021.
  • Funds reported $1.18B of Enterprise Financial Services Corp stock for Q4 2021, up 3.5% quarter-over-quarter.
  • 26 funds opened new Enterprise Financial Services Corp positions in Q4 2021 and 19 closed out, a net change of +7 holders.
  • The largest Enterprise Financial Services Corp buyer in Q4 2021 was Wellington Management Group, an estimated $23.9M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2021 was Patriot Financial Partners, an estimated $18.4M sold.

Based on aggregated 13F filings for Q4 2021.