We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp
EFSC

98 hedge funds and large institutions have $245M invested in Enterprise Financial Services Corp in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 34 increasing their positions, 33 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

18% more capital invested

Capital invested by funds: $208M → $245M (+$36.9M)

1% more funds holding

Funds holding: 97 → 98 (+1)

3% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 33

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
98
Holders Change
+1
Holders Change %
+1.03%
% of All Funds
2.61%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
4
Increased
34
Reduced
33
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$4.02M
2
BFA
BlackRock Fund Advisors
California
+$1.38M
3
BFC
Banc Funds Company
Illinois
+$1.13M
4
TC
TFS Capital
Pennsylvania
+$645K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$546K

Top Sellers

Rank Fund Capital Flow
1
ECA
Endeavour Capital Advisors
Connecticut
-$3.66M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$2.41M
3
ICOM
Investment Counselors of Maryland
Maryland
-$1.57M
4
RA
Royce & Associates
New York
-$1.03M
5
AIS
AlphaOne Investment Services
Pennsylvania
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCIM
26
TIAA CREF Investment Management
New York
$1.85M +$151K +8,146 +10%
Geode Capital Management
27
Geode Capital Management
Massachusetts
$1.83M -$24.9K -1,344 -1%
FG
28
FSI Group
Ohio
$1.83M -$4.75K -256 -0.3%
Prudential Financial
29
Prudential Financial
New Jersey
$1.66M +$1.85K +100 +0.1%
MGIA
30
Moneta Group Investment Advisors
Missouri
$1.62M -$33.3K -1,795 -2%
BIM
31
BlackRock Investment Management
Delaware
$1.29M -$8.21K -443 -0.7%
PFBT
32
Parkside Financial Bank & Trust
Missouri
$1.27M +$132K +7,121 +12%
California Public Employees Retirement System
33
California Public Employees Retirement System
California
$1.14M – – –
TC
34
TFS Capital
Pennsylvania
$949K +$645K +34,822 +262%
NFA
35
Nationwide Fund Advisors
Ohio
$943K -$34.3K -1,852 -4%
Charles Schwab
36
Charles Schwab
California
$846K +$19.2K +1,037 +2%
PPA
37
Parametric Portfolio Associates
Washington
$813K +$1.39K +75 +0.2%
California State Teachers Retirement System (CalSTRS)
38
California State Teachers Retirement System (CalSTRS)
California
$720K +$2.89K +156 +0.4%
PL
39
Plancorp LLC
Missouri
$702K -$562K -30,310 -46%
CS
40
Credit Suisse
Switzerland
$693K +$50.8K +2,743 +8%
SM
41
Salzhauer Michael
$656K – – –
FCI
42
Financial Counselors Inc
Kansas
$641K -$161K -8,705 -21%
Federated Hermes
43
Federated Hermes
Pennsylvania
$617K +$6.15K +332 +1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$591K +$318K +17,150 +134%
MAM
45
Martingale Asset Management
Massachusetts
$576K +$540K +29,113 New
BCM
46
Bridgeway Capital Management
Texas
$570K -$410K -22,100 -43%
TA
47
Teachers Advisors
New York
$558K – – –
Creative Planning
48
Creative Planning
Kansas
$554K -$47.7K -2,571 -8%
Two Sigma Investments
49
Two Sigma Investments
New York
$541K +$508K +27,418 New
Millennium Management
50
Millennium Management
New York
$532K +$244K +13,147 +95%
1
2
3 4

EFSC Hedge Fund Activity: Q4 2014 in Review

98 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2014, worth a combined $245M — up 18% from $208M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EFSC positions and 2 closed out — a net gain of 2 holders — while 34 added to existing stakes and 33 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $4.02M. The largest seller was Endeavour Capital Advisors, cutting an estimated $3.66M.

  • 98 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2014, up from 97 in Q3 2014.
  • Funds reported $245M of Enterprise Financial Services Corp stock for Q4 2014, up 18% quarter-over-quarter.
  • 4 funds opened new Enterprise Financial Services Corp positions in Q4 2014 and 2 closed out, a net change of +2 holders.
  • The largest Enterprise Financial Services Corp buyer in Q4 2014 was Wellington Management Group, an estimated $4.02M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2014 was Endeavour Capital Advisors, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2014.