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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
Allspring Global Investments
101
Allspring Global Investments
North Carolina
$693K +$703K +14,723 New
MFW
102
Mosaic Family Wealth
Missouri
$683K
BSW
103
Buckingham Strategic Wealth
Missouri
$678K +$687K +14,396 New
HEIP
104
Hudson Edge Investment Partners
New Jersey
$660K -$158K -3,303 -19%
VOYA Investment Management
105
VOYA Investment Management
Georgia
$657K +$28.7K +601 +4%
SAM
106
Shell Asset Management
Netherlands
$656K +$18.6K +389 +3%
Legal & General Group
107
Legal & General Group
United Kingdom
$655K -$17.9K -375 -3%
EVC
108
Eidelman Virant Capital
Missouri
$638K
Rafferty Asset Management
109
Rafferty Asset Management
New York
$625K -$175K -3,659 -22%
MIM
110
MetLife Investment Management
New Jersey
$622K
Victory Capital Management
111
Victory Capital Management
Texas
$618K +$30.6K +641 +5%
SC
112
Sonen Capital
California
$612K +$620K +13,000 New
Royal Bank of Canada
113
Royal Bank of Canada
Ontario, Canada
$578K +$112K +2,341 +24%
CCM
114
Cullen Capital Management
New York
$526K -$141K -2,950 -21%
Squarepoint
115
Squarepoint
New York
$526K +$533K +11,166 New
Handelsbanken Fonder
116
Handelsbanken Fonder
Sweden
$482K
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$477K -$474K -9,935 -49%
AIM
118
Acropolis Investment Management
Missouri
$476K -$48 -1 -0%
PFBT
119
Parkside Financial Bank & Trust
Missouri
$469K -$74.1K -1,553 -13%
ASRS
120
Arizona State Retirement System
Arizona
$465K -$11.1K -232 -2%
Citigroup
121
Citigroup
New York
$464K +$197K +4,125 +72%
State Board of Administration of Florida Retirement System
122
State Board of Administration of Florida Retirement System
Florida
$459K -$6.44K -135 -1%
CCIA
123
Campbell & Co Investment Adviser
Maryland
$457K +$153K +3,200 +49%
MLICM
124
Metropolitan Life Insurance Company (MetLife)
New York
$456K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$455K +$88.7K +1,859 +24%

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.