Enterprise Financial Services Corp
EFSC
165 hedge funds and large institutions have $737M invested in Enterprise Financial Services Corp in 2020 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
40% more capital invested
Capital invested by funds: $525M → $737M (+$212M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
4% more funds holding
Funds holding: 158 → 165 (+7)
8% more call options, than puts
Call options by funds: $982K | Put options by funds: $911K
6.11% less ownership
Funds ownership: 73.64% → 67.54% (-6.1%)
16% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 58
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$7.39M |
| 2 |
BlackRock
New York
|
+$7.23M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$5.75M |
| 4 |
PCM
Peregrine Capital Management
Minneapolis,
Minnesota
|
+$4.46M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$4.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$8.18M |
| 2 |
Renaissance Technologies
New York
|
-$3.06M |
| 3 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$1.72M |
| 4 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$1.71M |
| 5 |
EC
EJF Capital
Arlington,
Virginia
|
-$1.67M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
176
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$105K | -3,835 | Closed |
|
177
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
| – | -$69K | -2,534 | Closed |
|
178
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| – | -$57K | -2,100 | Closed |
|
179
Bessemer Group
Woodbridge,
New Jersey
| – | -$6K | -206 | Closed |
|
|
ASN
180
Advisory Services Network
Atlanta,
Georgia
| – | -$1.05K | -32 | Closed |
|
EFSC Hedge Fund Activity: Q4 2020 in Review
165 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2020, worth a combined $737M — up 40% from $525M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new EFSC positions and 15 closed out — a net gain of 8 holders — while 49 added to existing stakes and 58 trimmed.
The largest buyer was Vanguard Group, adding an estimated $7.39M. The largest seller was Patriot Financial Partners, cutting an estimated $8.18M.
- 165 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2020, up from 158 in Q3 2020.
- Funds reported $737M of Enterprise Financial Services Corp stock for Q4 2020, up 40% quarter-over-quarter.
- 23 funds opened new Enterprise Financial Services Corp positions in Q4 2020 and 15 closed out, a net change of +8 holders.
- The largest Enterprise Financial Services Corp buyer in Q4 2020 was Vanguard Group, an estimated $7.39M added.
- The largest Enterprise Financial Services Corp seller in Q4 2020 was Patriot Financial Partners, an estimated $8.18M sold.
Based on aggregated 13F filings for Q4 2020.