EFSI Institutional Ownership
Eagle Financial Services, Inc.
1W: +1.5%
1M: +1.3%
3M: +13.1%
YTD: +18.4%
1Y: +26.1%
3Y: +62.3%
5Y: +60.2%
$46.32
+0.00 (+0.00%)
After Hours: $47.85 (+1.53, +3.30%)
Weekly Expected Move ±1.3%
$46
$46
$47
$48
$48
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
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Institutional Ownership — EFSI
89
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
$101M
Total Invested
16
New Positions
32
Increased
27
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (92 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 345,268 | $16M | +64,736 | +23.1% | 6Q | SEC ↗ |
| 2 | Fourthstone LLC | 287,575 | $13M | -244,624 | -46.0% | 6Q | SEC ↗ |
| 3 | WELLINGTON MANAGEMENT GROUP LLP | 279,083 | $13M | -1,317 | -0.5% | 6Q | SEC ↗ |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 212,734 | $10M | -31,008 | -12.7% | 2Q | SEC ↗ |
| 5 | GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 135,623 | $6M | -1,412 | -1.0% | 5Q | SEC ↗ |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 118,250 | $5M | +15,041 | +14.6% | 6Q | SEC ↗ |
| 7 | ALLIANCEBERNSTEIN L.P. | 93,516 | $4M | -10,200 | -9.8% | 6Q | SEC ↗ |
| 8 | STATE STREET CORP | 90,307 | $4M | +5,700 | +6.7% | 5Q | SEC ↗ |
| 9 | MALTESE CAPITAL MANAGEMENT LLC | 65,700 | $3M | -41,445 | -38.7% | 6Q | SEC ↗ |
| 10 | TWO SIGMA INVESTMENTS, LP | 62,357 | $3M | +45,944 | +279.9% | 5Q | SEC ↗ |
| 11 | CHOREO, LLC | 60,400 | $3M | — | +0.0% | 5Q | SEC ↗ |
| 12 | BANC FUNDS CO LLC | 56,500 | $3M | -8,500 | -13.1% | 6Q | SEC ↗ |
| 13 | MARSHALL WACE, LLP | 51,423 | $2M | +43,681 | +564.2% | 2Q | SEC ↗ |
| 14 | DIMENSIONAL FUND ADVISORS LP | 38,580 | $2M | +14,485 | +60.1% | 4Q | SEC ↗ |
| 15 | NORTHERN TRUST CORP | 37,063 | $2M | +3,225 | +9.5% | 6Q | SEC ↗ |
| 16 | CITADEL ADVISORS LLC | 33,602 | $2M | +26,184 | +353.0% | 5Q | SEC ↗ |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | 31,927 | $1M | +5,357 | +20.2% | 2Q | SEC ↗ |
| 18 | VANGUARD FIDUCIARY TRUST CO | 30,455 | $1M | +253 | +0.8% | 2Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 28,909 | $1M | — | +0.0% | 1Q | SEC ↗ |
| 20 | UBS Group AG | 28,853 | $1M | +19,454 | +207.0% | 6Q | SEC ↗ |
| 21 | MORGAN STANLEY | 27,997 | $1M | -84 | -0.3% | 6Q | SEC ↗ |
| 22 | Trexquant Investment LP | 23,627 | $1M | +12,396 | +110.4% | 4Q | SEC ↗ |
| 23 | GOLDMAN SACHS GROUP INC | 21,528 | $997K | +1,794 | +9.1% | 2Q | SEC ↗ |
| 24 | HRT FINANCIAL LP NEW | 20,838 | $965K | — | +0.0% | 1Q | SEC ↗ |
| 25 | AQR CAPITAL MANAGEMENT LLC | 20,001 | $926K | +8,894 | +80.1% | 4Q | SEC ↗ |
| 26 | EJF Capital LP | 16,399 | $760K | -7,511 | -31.4% | 6Q | SEC ↗ |
| 27 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 16,192 | $750K | — | +0.0% | 4Q | SEC ↗ |
| 28 | Bank of New York Mellon Corp | 15,692 | $727K | +869 | +5.9% | 5Q | SEC ↗ |
| 29 | ACADIAN ASSET MANAGEMENT LLC NEW | 14,282 | $662K | — | +0.0% | 1Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 13,488 | $625K | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 13,488 | $625K | +941 | +7.5% | 5Q | SEC ↗ |
| 32 | Wealthspire Advisors, LLC | 12,977 | $601K | +104 | +0.8% | 5Q | SEC ↗ |
| 33 | BARCLAYS PLC | 12,251 | $567K | -396 | -3.1% | 5Q | SEC ↗ |
| 34 | Nuveen, LLC NEW | 11,345 | $526K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Expressive Wealth LLC | 10,471 | $485K | -968 | -8.5% | 3Q | SEC ↗ |
| 36 | COMMONWEALTH EQUITY SERVICES, LLC | 9,879 | $458K | -1,137 | -10.3% | 6Q | SEC ↗ |
| 37 | AMERICAN CENTURY COMPANIES INC NEW | 9,859 | $457K | — | +0.0% | 1Q | SEC ↗ |
| 38 | XTX Topco Ltd NEW | 9,711 | $450K | — | +0.0% | 1Q | SEC ↗ |
| 39 | WELLS FARGO & COMPANY/MN | 9,619 | $446K | +2,260 | +30.7% | 6Q | SEC ↗ |
| 40 | BANK OF AMERICA CORP /DE | 9,461 | $438K | -913 | -8.8% | 6Q | SEC ↗ |
| 41 | Reynders McVeigh Capital Management, L | 9,375 | $434K | — | +0.0% | 5Q | SEC ↗ |
| 42 | Quadrature Capital Ltd NEW | 8,908 | $413K | — | +0.0% | 1Q | SEC ↗ |
| 43 | HOWE & RUSLING INC | 6,500 | $301K | — | +0.0% | 4Q | SEC ↗ |
| 44 | BRIDGEWAY CAPITAL MANAGEMENT, LLC NEW | 6,255 | $290K | — | +0.0% | 1Q | SEC ↗ |
| 45 | OCCUDO QUANTITATIVE STRATEGIES LP NEW | 5,501 | $255K | — | +0.0% | 1Q | SEC ↗ |
| 46 | SEI INVESTMENTS CO NEW | 5,302 | $246K | — | +0.0% | 1Q | SEC ↗ |
| 47 | DEUTSCHE BANK AG | 4,694 | $217K | +609 | +14.9% | 4Q | SEC ↗ |
| 48 | Russell Investments Group, Ltd. | 3,901 | $181K | +3,105 | +390.1% | 4Q | SEC ↗ |
| 49 | RHUMBLINE ADVISERS | 3,453 | $160K | +144 | +4.4% | 5Q | SEC ↗ |
| 50 | MetLife Investment Management, LLC | 3,083 | $143K | — | +0.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (16)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 28,909 | $1M |
| HRT FINANCIAL LP | 20,838 | $965K |
| ACADIAN ASSET MANAGEMENT LLC | 14,282 | $662K |
| Sixth Street Partners Management Co | 13,488 | $625K |
| Nuveen, LLC | 11,345 | $526K |
| AMERICAN CENTURY COMPANIES INC | 9,859 | $457K |
| XTX Topco Ltd | 9,711 | $450K |
| Quadrature Capital Ltd | 8,908 | $413K |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 6,255 | $290K |
| OCCUDO QUANTITATIVE STRATEGIES LP | 5,501 | $255K |
| SEI INVESTMENTS CO | 5,302 | $246K |
| MERCER GLOBAL ADVISORS INC /ADV | 853 | $40K |
| Arax Advisory Partners | 248 | $11K |
| Integrated Wealth Concepts LLC | 81 | $4K |
| Caitong International Asset Managem | 2 | $0K |
| Fortitude Family Office, LLC | 1 | $0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Accent Capital Management, LLC | 11,439 | $530K |
| MILLENNIUM MANAGEMENT LLC | 7,883 | $365K |
| Mariner, LLC | 7,356 | $341K |
| Daytona Street Capital LLC | 1,500 | $69K |
| AMALGAMATED BANK | 144 | $7K |
| Kilter Group LLC | 34 | $2K |
| Root Financial Partners, LLC | 2 | $0K |
| MAI Capital Management | 2 | $0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| BlackRock, Inc. | +64,736 | +23.1% | 345,268 |
| TWO SIGMA INVESTMENTS, LP | +45,944 | +279.9% | 62,357 |
| MARSHALL WACE, LLP | +43,681 | +564.2% | 51,423 |
| CITADEL ADVISORS LLC | +26,184 | +353.0% | 33,602 |
| UBS Group AG | +19,454 | +207.0% | 28,853 |
| GEODE CAPITAL MANAGEMENT, LLC | +15,041 | +14.6% | 118,250 |
| DIMENSIONAL FUND ADVISORS LP | +14,485 | +60.1% | 38,580 |
| Trexquant Investment LP | +12,396 | +110.4% | 23,627 |
| AQR CAPITAL MANAGEMENT LLC | +8,894 | +80.1% | 20,001 |
| STATE STREET CORP | +5,700 | +6.7% | 90,307 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | +5,357 | +20.2% | 31,927 |
| NORTHERN TRUST CORP | +3,225 | +9.5% | 37,063 |
| Russell Investments Group, Ltd. | +3,105 | +390.1% | 3,901 |
| WELLS FARGO & COMPANY/MN | +2,260 | +30.7% | 9,619 |
| CITIGROUP INC | +1,988 | +929.0% | 2,202 |
| GOLDMAN SACHS GROUP INC | +1,794 | +9.1% | 21,528 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +941 | +7.5% | 13,488 |
| Bank of New York Mellon Corp | +869 | +5.9% | 15,692 |
| DEUTSCHE BANK AG | +609 | +14.9% | 4,694 |
| VANGUARD FIDUCIARY TRUST CO | +253 | +0.8% | 30,455 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Fourthstone LLC | -244,624 | -46.0% | 287,575 |
| MALTESE CAPITAL MANAGEMENT LLC | -41,445 | -38.7% | 65,700 |
| VANGUARD CAPITAL MANAGEMENT LLC | -31,008 | -12.7% | 212,734 |
| ALLIANCEBERNSTEIN L.P. | -10,200 | -9.8% | 93,516 |
| BANC FUNDS CO LLC | -8,500 | -13.1% | 56,500 |
| EJF Capital LP | -7,511 | -31.4% | 16,399 |
| GRAHAM CAPITAL WEALTH MANAGEMENT, L | -1,412 | -1.0% | 135,623 |
| WELLINGTON MANAGEMENT GROUP LLP | -1,317 | -0.5% | 279,083 |
| COMMONWEALTH EQUITY SERVICES, LLC | -1,137 | -10.3% | 9,879 |
| Expressive Wealth LLC | -968 | -8.5% | 10,471 |
| BANK OF AMERICA CORP /DE | -913 | -8.8% | 9,461 |
| Vanguard Global Advisers, LLC | -700 | -23.8% | 2,241 |
| Tower Research Capital LLC (TRC) | -546 | -42.5% | 739 |
| BARCLAYS PLC | -396 | -3.1% | 12,251 |
| BNP PARIBAS FINANCIAL MARKETS | -374 | -43.4% | 487 |
| CWM, LLC | -308 | -27.6% | 809 |
| CALIFORNIA STATE TEACHERS RETIREMEN | -183 | -73.8% | 65 |
| MORGAN STANLEY | -84 | -0.3% | 27,997 |
| Sterling Capital Management LLC | -50 | -34.2% | 96 |
| Essential Partners LLC | -46 | -59.7% | 31 |