Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Enterprise Finl Svcs Corp (EFSC)

255 + 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
↑ +17
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — EFSC

Based on 259 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, 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 (100% of max)

100% of all-time peak
259 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
+19 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.
🟡

Slight buying edge — 55% buying

127 buying103 selling
Last quarter: 127 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+8 vs last Q)

new funds entering per quarter
Funds opening a new EFSC position: 25 → 28 → 31 → 39. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 18% medium ■ 18% new
165 out of 259 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.
📈

Growing discovery — still being found

41 → 25 → 28 → 31 → 39 new funds/Q
New funds entering each quarter: 25 → 28 → 31 → 39. A growing number of institutions are discovering EFSC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 68% veterans vs 22% newcomers

■ 68% veterans ■ 10% 1-2yr ■ 22% new
Entry-cohort mix of 260 holders: 176 (68%) are 2+ year veterans, 27 entered 1–2 years ago, and 57 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 47% AUM from top-100 funds

47% from top-100 AUM funds
47 of 259 holders are among the 100 largest funds by AUM, controlling 47% 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.

Institutional Sentiment Summary — EFSC

In 2026 Q1, 127 hedge funds were net buyers of EFSC (39 opened a new position, 88 added to an existing one), while 103 reduced or exited (81 trimmed, 22 sold completely) — a 55% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 47% of total institutional value in EFSC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +17 funds (more new holders than closures). Total institutional holders: 259.

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.

Is It Too Late to Buy Enterprise Finl Svcs Corp (EFSC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EFSC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 83d ago
EFSC
+16.8%
XLF
+127.2%

EFSC outperformed XLF by -110.4% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 38d ago
EFSC
+9.0%
XLF
+96.7%

Since the filing became public, EFSC outperformed XLF by -87.7% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

22 top-rated funds 0 high-conviction
Consensus
5.9
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: EFSC
255 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 255 242 5.37%
13F Shares 30M 30M -0.75%
Total Value $1.58B $1.63B -2.79%
New Positions 36 31 +5
Increased Positions 88 74 +14
Closed Positions 23 29 -6
Reduced Positions 79 98 -19
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EFSC

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Valuation Measures Data as of: --

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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

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Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

255 + investors

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

QUARTER:
Top 25 EFSC holders by conviction (% of portfolio weight) — 2026 Q1 · 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 Endeavour Capital Advisors Inc 3.47% 282,496 $15.3M
5 Phocas Financial Corp. 0.89% 104,362 $5.6M
6 Denali Advisors LLC 0.85% 140,800 $7.6M
7 Maltese Capital Management LLC 0.51% 48,175 $2.6M
8 Emerald Investment Advisers, LLC 0.42% 86,410 $4.7M
9 Nfj Investment Group, LLC 0.36% 175,836 $9.5M
10 Earnest Partners LLC 0.32% 1,445,533 $78.2M
11 Bridgeway Capital Management, LLC 0.32% 295,712 $16.0M
12 Clayton Financial Group LLC 0.28% 10,000 $541K
13 Kennedy Capital Management LLC 0.25% 215,035 $11.6M
14 VARCOV Co. 0.19% 9,234 $500K
15 Mosaic Family Wealth Partners, LLC 0.18% 32,696 $1.8M
16 LM Advisors LLC 0.17% 586 $11K
17 Peregrine Capital Management LLC 0.17% 84,335 $4.6M
18 Plancorp, LLC 0.15% 92,536 $5.4M
19 AlphaQuest LLC 0.15% 49,847 $2.7M
20 Meramec Financial Planners, LLC 0.14% 6,036 $353K
21 Daytona Street Capital LLC 0.12% 2,830 $156K
22 Globeflex Capital L P 0.12% 14,579 $789K
23 Inceptionr LLC 0.12% 9,023 $488K
24 RBF Capital, LLC 0.12% 40,700 $2.2M
25 Aptus Capital Advisors, LLC 0.10% 236,638 $12.8M
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 — 3 quarters in a row: For 3 consecutive quarters, 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?

Slight buying edge — 55% buying: Last quarter: 127 funds bought or added vs 103 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EFSC holders?

Elite ownership — 47% AUM from top-100 funds: 47 of 259 holders are among the 100 largest funds by AUM, controlling 47% 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?

64% of holders stayed for 2+ years: 165 out of 259 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.

Is it too late to buy Enterprise Finl Svcs Corp (EFSC) following the 2026 Q1 hedge fund 13F filings?

As of today, EFSC has moved +9.0% since the 2026 Q1 13F filing date (May 15, 2026), compared to +96.7% for the XLF sector ETF — an outperformance of -87.7%. Since the quarter end (March 31, 2026), EFSC has gained +16.8% vs +127.2% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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