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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
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$3.08M +$2.87M +60,098 +1,236%
PL
52
Plancorp LLC
Missouri
$3.06M -$65.4K -1,371 -2%
ROC
53
River Oaks Capital
Minnesota
$2.98M +$3.02M +63,300 New
CS
54
Credit Suisse
Switzerland
$2.7M +$357K +7,485 +15%
ACA
55
Aptus Capital Advisors
Alabama
$2.59M +$499K +10,458 +24%
BGIM
56
Brandywine Global Investment Management
Pennsylvania
$2.52M
First Trust Advisors
57
First Trust Advisors
Illinois
$2.42M +$1.65M +34,542 +206%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$2.37M +$27.8K +582 +1%
Hotchkis & Wiley Capital Management
59
Hotchkis & Wiley Capital Management
California
$2.36M +$33.4K +700 +1%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.27M -$22.7K -476 -1%
Grantham, Mayo, Van Otterloo & Co (GMO)
61
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.26M +$740K +15,500 +48%
Invesco
62
Invesco
Georgia
$2.19M -$192K -4,033 -8%
Baird Financial Group
63
Baird Financial Group
Wisconsin
$2.19M -$2.76M -57,777 -55%
Prudential Financial
64
Prudential Financial
New Jersey
$2.18M +$1.07M +22,335 +100%
FCI
65
Financial Counselors Inc
Kansas
$2.18M -$28.6K -600 -1%
RC
66
RBF Capital
California
$2.13M
MGIA
67
Moneta Group Investment Advisors
Missouri
$2.1M -$257K -5,385 -11%
Principal Financial Group
68
Principal Financial Group
Iowa
$1.99M +$499K +10,448 +33%
Citadel Advisors
69
Citadel Advisors
Florida
$1.92M +$95.4K +2,000 +5%
Two Sigma Investments
70
Two Sigma Investments
New York
$1.86M -$181K -3,790 -9%
PPA
71
Parametric Portfolio Associates
Washington
$1.83M +$563K +11,806 +44%
MCM
72
MAI Capital Management
Ohio
$1.69M +$2.1K +44 +0.1%
American Century Companies
73
American Century Companies
Missouri
$1.69M +$257K +5,395 +18%
Goldman Sachs
74
Goldman Sachs
New York
$1.65M -$3.7M -77,536 -69%
UBS AM
75
UBS AM
Illinois
$1.63M

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.