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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
Skandinaviska Enskilda Banken (SEB)
76
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.56M +$1.58M +33,100 New
PCM
77
Prelude Capital Management
New York
$1.54M -$8.35K -175 -0.5%
TRSOTSOK
78
Teachers Retirement System of the State of Kentucky
Kentucky
$1.48M
OAM
79
Oppenheimer Asset Management
New York
$1.4M -$7.11K -149 -0.5%
GC
80
Guggenheim Capital
Illinois
$1.4M +$629K +13,191 +80%
SM
81
Salzhauer Michael
$1.33M
BFC
82
Banc Funds Company
Illinois
$1.32M -$4.84M -101,437 -78%
LSV Asset Management
83
LSV Asset Management
Illinois
$1.24M -$1.27M -26,703 -50%
Osaic Holdings
84
Osaic Holdings
Arizona
$1.24M -$113K -2,377 -8%
AACP
85
Advantage Alpha Capital Partners
California
$1.21M +$241K +5,042 +24%
VC
86
Vicus Capital
Pennsylvania
$1.18M +$136K +2,846 +14%
OIA
87
OneDigital Investment Advisors
Kansas
$1.15M +$4.77K +100 +0.4%
Envestnet Asset Management
88
Envestnet Asset Management
Illinois
$1.15M -$60.4K -1,266 -5%
JCIA
89
Jackson Creek Investment Advisors
Colorado
$1.1M +$1.12M +23,449 New
Creative Planning
90
Creative Planning
Kansas
$1.1M
Stifel Financial
91
Stifel Financial
Missouri
$1.08M -$4.06K -85 -0.4%
UBS Group
92
UBS Group
Switzerland
$1.07M +$513K +10,742 +90%
Deutsche Bank
93
Deutsche Bank
Germany
$1.06M -$9.59K -201 -0.9%
Renaissance Technologies
94
Renaissance Technologies
New York
$994K +$1.01M +21,098 New
PI
95
Putnam Investments
Massachusetts
$926K +$939K +19,680 New
CAM
96
ClariVest Asset Management
California
$888K -$19.1K -400 -2%
AIG
97
American International Group
New York
$886K -$26.9K -564 -3%
JCM
98
Jag Capital Management
Missouri
$815K -$109K -2,286 -12%
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
$727K +$248K +5,190 +51%
GC
100
Globeflex Capital
California
$714K

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.