Enterprise Financial Services Corp
EFSC
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.
37% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 19
4% more funds holding
Funds holding: 182 → 189 (+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: 4 → 4 (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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$23.9M |
| 2 |
Millennium Management
New York
|
+$16.6M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$4.5M |
| 4 |
CSS
Cubist Systematic Strategies
Stamford,
Connecticut
|
+$3.96M |
| 5 |
WFC
Western Financial Corp
San Diego,
California
|
+$3.56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$18.4M |
| 2 |
EFSCE
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
|
-$16.1M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$6.21M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
-$6.19M |
| 5 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$4.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
SG Americas Securities
New York
| – | -$205K | -4,524 | Closed |
|
202
Lazard Asset Management
New York
| – | -$22K | -507 | Closed |
|
|
CFB
203
Cullen/Frost Bankers
San Antonio,
Texas
| – | -$20K | -451 | Closed |
|
|
MCM
204
Manchester Capital Management
Manchester,
Vermont
| – | -$7.3K | -153 | -97% |
|
|
LC
205
Lindbrook Capital
Calabasas,
California
| – | -$2K | -50 | Closed |
|
|
PA
206
Parallel Advisors
San Francisco,
California
| – | -$95 | -2 | -25% |
|
|
AF
207
Allworth Financial
Folsom,
California
| – | +$429 | +9 | New |
|
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.