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EFSI NASDAQ

Eagle Financial Services, Inc.
1W: +5.5% 1M: +1.8% 3M: +2.2% YTD: +0.9% 1Y: +25.5% 3Y: +34.6% 5Y: +40.6%
$39.12
-0.36 (-0.91%)
 
Weekly Expected Move ±4.3%
$34 $36 $37 $39 $40
NASDAQ · Financial Services · Banks - Regional · Alpha Radar Buy · Power 62 · $211.7M mcap · 4M float · 0.356% daily turnover · Short 36% of daily vol

Institutional Ownership — EFSI

79
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
$74M
Total Invested
10
New Positions
13
Increased
38
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (85 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Fourthstone LLC 532,199 $$21M +78,281 +17.2% 5Q SEC ↗
2 VANGUARD CAPITAL MANAGEMENT LLC NEW 487,484 $$19M +0.0% 1Q SEC ↗
3 VANGUARD GROUP INC 302,047 $$12M -4,753 -1.5% 4Q SEC ↗
4 BlackRock, Inc. 280,532 $$11M -2,440 -0.9% 5Q SEC ↗
5 WELLINGTON MANAGEMENT GROUP LLP 280,400 $$11M -38,872 -12.2% 5Q SEC ↗
6 GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 137,035 $$5M +8,755 +6.8% 4Q SEC ↗
7 MALTESE CAPITAL MANAGEMENT LLC 129,149 $$5M -60,851 -32.0% 4Q SEC ↗
8 ALLIANCEBERNSTEIN L.P. 123,300 $$5M -25,163 -16.9% 4Q SEC ↗
9 GEODE CAPITAL MANAGEMENT, LLC 103,209 $$4M -2,672 -2.5% 5Q SEC ↗
10 STATE STREET CORP 84,607 $$3M -400 -0.5% 4Q SEC ↗
11 BANC FUNDS CO LLC 65,000 $$3M +0.0% 5Q SEC ↗
12 CHOREO, LLC 60,400 $$2M +0.0% 4Q SEC ↗
13 NORTHERN TRUST CORP 33,838 $$1M +1,718 +5.3% 5Q SEC ↗
14 MORGAN STANLEY 31,955 $$1M +2,688 +9.2% 4Q SEC ↗
15 VANGUARD FIDUCIARY TRUST CO NEW 30,202 $$1M +0.0% 1Q SEC ↗
16 VANGUARD PORTFOLIO MANAGEMENT LLC NEW 26,570 $$1M +0.0% 1Q SEC ↗
17 DIMENSIONAL FUND ADVISORS LP 24,095 $$943K +8,371 +53.2% 3Q SEC ↗
18 EJF Capital LP 23,910 $$935K -19,848 -45.4% 5Q SEC ↗
19 GOLDMAN SACHS GROUP INC NEW 19,734 $$772K +0.0% 1Q SEC ↗
20 TWO SIGMA INVESTMENTS, LP 18,492 $$723K -6,986 -27.4% 3Q SEC ↗
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 16,192 $$633K +0.0% 3Q SEC ↗
22 Bank of New York Mellon Corp 14,823 $$580K -822 -5.3% 4Q SEC ↗
23 Wealthspire Advisors, LLC 12,873 $$504K +3,132 +32.2% 4Q SEC ↗
24 BARCLAYS PLC 12,647 $$495K -6,050 -32.4% 4Q SEC ↗
25 CHARLES SCHWAB INVESTMENT MANAGEMENT I 12,547 $$491K -1,381 -9.9% 4Q SEC ↗
26 Expressive Wealth LLC NEW 11,799 $$462K +0.0% 1Q SEC ↗
27 Trexquant Investment LP 11,231 $$439K -453 -3.9% 3Q SEC ↗
28 AQR CAPITAL MANAGEMENT LLC 11,107 $$435K -4,113 -27.0% 3Q SEC ↗
29 COMMONWEALTH EQUITY SERVICES, LLC 11,016 $$431K +0.0% 5Q SEC ↗
30 WELLS FARGO & COMPANY/MN 10,771 $$421K +458 +4.4% 4Q SEC ↗
31 BANK OF AMERICA CORP /DE 10,374 $$406K +1,086 +11.7% 5Q SEC ↗
32 UBS Group AG 9,399 $$368K -63,695 -87.1% 5Q SEC ↗
33 Reynders McVeigh Capital Management, L 9,375 $$367K -500 -5.1% 4Q SEC ↗
34 Mariner, LLC NEW 7,356 $$288K +0.0% 1Q SEC ↗
35 HOWE & RUSLING INC 6,500 $$254K +0.0% 3Q SEC ↗
36 MILLENNIUM MANAGEMENT LLC 6,250 $$244K -7,331 -54.0% 4Q SEC ↗
37 TWO SIGMA ADVISERS, LP 5,200 $$203K -2,600 -33.3% 2Q SEC ↗
38 CITADEL ADVISORS LLC 5,061 $$198K -11,790 -70.0% 3Q SEC ↗
39 DEUTSCHE BANK AG 4,085 $$160K +1,730 +73.5% 3Q SEC ↗
40 RHUMBLINE ADVISERS 3,309 $$129K -53 -1.6% 4Q SEC ↗
41 MetLife Investment Management, LLC 3,083 $$121K +0.0% 4Q SEC ↗
42 Vanguard Global Advisers, LLC NEW 2,941 $$115K +0.0% 1Q SEC ↗
43 EVERMAY WEALTH MANAGEMENT LLC 2,609 $$102K +0.0% 5Q SEC ↗
44 NEW YORK STATE COMMON RETIREMENT FUND 2,400 $$94K +0.0% 4Q SEC ↗
45 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 2,235 $$87K +133 +6.3% 3Q SEC ↗
46 JPMORGAN CHASE & CO 1,908 $$75K -425 -18.2% 4Q SEC ↗
47 Daytona Street Capital LLC 1,500 $$59K +0.0% 2Q SEC ↗
48 Tower Research Capital LLC (TRC) 1,285 $$50K +1,006 +360.6% 3Q SEC ↗
49 Police & Firemen's Retirement System o 1,040 $$41K +0.0% 4Q SEC ↗
50 BNP PARIBAS FINANCIAL MARKETS 861 $$34K +0.0% 4Q SEC ↗

Recent Activity

Biggest Increases (17)
HolderAddedChange %Total Shares
Fourthstone LLC +78,281 +17.2% 532,199
GRAHAM CAPITAL WEALTH MANAGEMENT, L +8,755 +6.8% 137,035
DIMENSIONAL FUND ADVISORS LP +8,371 +53.2% 24,095
Wealthspire Advisors, LLC +3,132 +32.2% 12,873
MORGAN STANLEY +2,688 +9.2% 31,955
DEUTSCHE BANK AG +1,730 +73.5% 4,085
NORTHERN TRUST CORP +1,718 +5.3% 33,838
BANK OF AMERICA CORP /DE +1,086 +11.7% 10,374
Tower Research Capital LLC (TRC) +1,006 +360.6% 1,285
WELLS FARGO & COMPANY/MN +458 +4.4% 10,771
EverSource Wealth Advisors, LLC +280 +1076.9% 306
MIRAE ASSET GLOBAL ETFS HOLDINGS Lt +133 +6.3% 2,235
UBS AM, a distinct business unit of +63 +57.8% 172
Russell Investments Group, Ltd. +58 +7.9% 796
CITIGROUP INC +44 +73.3% 104
PNC FINANCIAL SERVICES GROUP, INC. +8 +160.0% 13
Allworth Financial LP +1 +5.0% 21
Biggest Decreases (20)
HolderReducedChange %Total Shares
UBS Group AG -63,695 -87.1% 9,399
MALTESE CAPITAL MANAGEMENT LLC -60,851 -32.0% 129,149
WELLINGTON MANAGEMENT GROUP LLP -38,872 -12.2% 280,400
ALLIANCEBERNSTEIN L.P. -25,163 -16.9% 123,300
EJF Capital LP -19,848 -45.4% 23,910
CITADEL ADVISORS LLC -11,790 -70.0% 5,061
MILLENNIUM MANAGEMENT LLC -7,331 -54.0% 6,250
TWO SIGMA INVESTMENTS, LP -6,986 -27.4% 18,492
BARCLAYS PLC -6,050 -32.4% 12,647
VANGUARD GROUP INC -4,753 -1.5% 302,047
AQR CAPITAL MANAGEMENT LLC -4,113 -27.0% 11,107
GEODE CAPITAL MANAGEMENT, LLC -2,672 -2.5% 103,209
TWO SIGMA ADVISERS, LP -2,600 -33.3% 5,200
BlackRock, Inc. -2,440 -0.9% 280,532
CHARLES SCHWAB INVESTMENT MANAGEMEN -1,381 -9.9% 12,547
Bank of New York Mellon Corp -822 -5.3% 14,823
Reynders McVeigh Capital Management -500 -5.1% 9,375
Trexquant Investment LP -453 -3.9% 11,231
JPMORGAN CHASE & CO -425 -18.2% 1,908
STATE STREET CORP -400 -0.5% 84,607

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms