We are live on ! Find out more
EFSC icon

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
AB
151
Amalgamated Bank
New York
$216K -$1.96K -41 -0.9%
CPIG
152
Chicago Partners Investment Group
Illinois
$210K
Zurich Cantonal Bank
153
Zurich Cantonal Bank
Switzerland
$207K
RHJA
154
Rice Hall James & Associates
California
$204K +$206K +4,325 New
Federated Hermes
155
Federated Hermes
Pennsylvania
$198K -$15.2K -319 -7%
Northwestern Mutual Wealth Management
156
Northwestern Mutual Wealth Management
Wisconsin
$197K
AIP
157
Ameritas Investment Partners
Nebraska
$134K
US Bancorp
158
US Bancorp
Minnesota
$125K +$5.73K +120 +5%
FBT
159
First Bank & Trust
South Dakota
$120K +$6.73K +141 +6%
AP
160
Atwood & Palmer
Missouri
$116K
QT
161
Quantbot Technologies
New York
$94K +$95.4K +2,000 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$92K +$77.3K +1,620 +472%
DSC
163
Duncker Streett & Co
Missouri
$89K
Canada Life
164
Canada Life
Manitoba, Canada
$73K
UB
165
UMB Bank
Missouri
$40K +$40.8K +856 New
PHK
166
Point72 Hong Kong
Hong Kong
$33K +$4.77K +100 +16%
FQ
167
First Quadrant
California
$32K
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
$29K -$48 -1 -0.2%
HIA
169
Harbor Investment Advisory
Maryland
$29K
TRCT
170
Tower Research Capital (TRC)
New York
$23K -$57.2K -1,199 -71%
S
171
SignatureFD
Georgia
$14K
TCM
172
Tradewinds Capital Management
Washington
$10K
PCH
173
Polar Capital Holdings
United Kingdom
$9.22K -$1.18M -24,828 -11%
TC
174
TAP Consulting
Missouri
$9K +$9.35K +196 New
HFS
175
Hantz Financial Services
Michigan
$7K -$4.72K -99 -39%

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.