Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ENTERPRISE FINL SVCS CORP (EFSC)

229 + Investors. Track Smart Money conviction in EFSC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +3
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — EFSC

Based on 229 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EFSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
229 hedge funds hold EFSC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+17 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 46% buying

102 buying118 selling
Last quarter: 118 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new EFSC position: 40 → 23 → 23 → 29. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

70% of holders stayed for 2+ years

■ 70% conviction (2yr+) ■ 17% medium ■ 14% new
160 out of 229 hedge funds have held EFSC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

21 → 40 → 23 → 23 → 29 new funds/Q
New funds entering each quarter: 40 → 23 → 23 → 29. EFSC is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 72% of holders stayed 2+ years

■ 72% veterans ■ 12% 1-2yr ■ 16% new
Of 229 current holders: 165 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 48% AUM from top-100 funds

48% from top-100 AUM funds
37 of 229 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EFSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EFSC

How many hedge funds hold EFSC — quarterly history vs. share price
Quarterly hedge fund ownership of EFSC vs. share price

Market Analysis: EFSC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EFSC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

37 top-rated funds 0 high-conviction
Consensus
6.9
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: EFSC
2026 Q1 Stats Unlock in 11 days 229 + Investors

Track Smart Money conviction in EFSC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 229 227 0.88%
13F Shares 30M 30M -0.54%
Total Value $1.62B $1.74B -7.3%
New Positions 29 23 +6
Increased Positions 74 79 -5
Closed Positions 26 25 +1
Reduced Positions 92 79 +13
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFSC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

229 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EFSC. Verified SEC 13F-HR filings.

Top 25 institutional holders of EFSC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Western Financial Corp/CA 12.21% 576,505 $31.2M
2 PL Capital Advisors, LLC 11.97% 733,329 $39.7M
3 ENTERPRISE FINANCIAL SERVICES CORP 9.12% 332,562 $18.0M
4 Phocas Financial Corp. 0.89% 104,362 $5.6M
5 DENALI ADVISORS LLC 0.85% 140,800 $7.6M
6 Clayton Financial Group LLC 0.28% 10,000 $541K
7 MOSAIC FAMILY WEALTH PARTNERS, LLC 0.18% 32,696 $1.8M
8 PEREGRINE CAPITAL MANAGEMENT LLC 0.17% 84,335 $4.6M
9 Plancorp, LLC 0.15% 92,536 $5.4M
10 AlphaQuest LLC 0.15% 49,847 $2.7M
11 Meramec Financial Planners, LLC 0.14% 6,036 $353K
12 Daytona Street Capital LLC 0.12% 2,830 $156K
13 MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 0.08% 129,103 $7.0M
14 Acropolis Investment Management, LLC 0.07% 31,105 $1.7M
15 Vest Financial, LLC 0.06% 89,386 $4.8M
16 THRIVENT FINANCIAL FOR LUTHERANS 0.05% 471,145 $25K
17 JAG CAPITAL MANAGEMENT, LLC 0.05% 7,905 $428K
18 Cornerstone Wealth Management, LLC 0.04% 13,556 $734K
19 CONNABLE OFFICE INC 0.04% 6,607 $358K
20 Mutual Advisors, LLC 0.03% 24,061 $1.3M
21 Midwest Trust Co 0.02% 33,589 $1.8M
22 JENNISON ASSOCIATES LLC 0.02% 607,892 $32.9M
23 Busey Bank 0.02% 15,241 $825K
24 TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 0.02% 46,519 $3K
25 COURIER CAPITAL LLC 0.02% 6,416 $347K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ENTERPRISE FINL SVCS CORP (EFSC)

What does the Smart Money Trend signal show for EFSC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EFSC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EFSC?

More sellers than buyers — 46% buying: Last quarter: 118 funds reduced or exited vs 102 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EFSC holders?

Elite ownership — 48% AUM from top-100 funds: 37 of 229 holders are among the 100 largest funds by AUM, controlling 48% of total institutional value in EFSC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EFSC?

70% of holders stayed for 2+ years: 160 out of 229 hedge funds have held EFSC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.