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Enterprise Financial Services Corp
EFSC

158 hedge funds and large institutions have $525M invested in Enterprise Financial Services Corp in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 51 increasing their positions, 57 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

501% more call options, than puts

Call options by funds: $6.01M | Put options by funds: $1M

0.09% more ownership

Funds ownership: 73.55% → 73.64% (+0.09%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

1% less funds holding

Funds holding: 160 → 158 (-2)

11% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 57

12% less capital invested

Capital invested by funds: $599M → $525M (-$73.4M)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
3.19%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
51
Reduced
57
Closed
15
Calls
$6.01M
Puts
$1M
Net Calls
+$5.01M
Net Calls Change
+$6.28M

Top Buyers

Rank Fund Capital Flow
1
SBH
Segall Bryant & Hamill
Illinois
+$4.87M
2
Macquarie Group
Macquarie Group
Australia
+$3.23M
3
ICOM
Investment Counselors of Maryland
Maryland
+$2.46M
4
ECA
Endeavour Capital Advisors
Connecticut
+$1.86M
5
PFC
Phocas Financial Corp
California
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$5.3M
2
VOYA Investment Management
VOYA Investment Management
Georgia
-$4.76M
3
Renaissance Technologies
Renaissance Technologies
New York
-$2.5M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$2.18M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
EPCA
26
Elizabeth Park Capital Advisors
Ohio
$4.76M +$1.07M +36,246 +26%
Charles Schwab
27
Charles Schwab
California
$4.59M -$39.6K -1,340 -0.8%
EVM
28
Eaton Vance Management
Massachusetts
$4.46M – – –
MFIMFI
29
Mesirow Financial Investment Management - Fixed Income
Illinois
$4.4M +$169K +5,710 +4%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$4.32M -$173K -5,840 -4%
MOACM
31
Mutual of America Capital Management
New York
$4.2M -$141K -4,774 -3%
Allianz Asset Management
32
Allianz Asset Management
Germany
$3.98M -$2.18M -73,787 -34%
Wellington Management Group
33
Wellington Management Group
Massachusetts
$3.78M +$296K +9,990 +8%
N
34
Nuveen
North Carolina
$3.41M -$582K -19,669 -14%
Wells Fargo
35
Wells Fargo
California
$3.39M -$421K -14,240 -10%
BCM
36
Bridgeway Capital Management
Texas
$3.32M – – –
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$3.2M – – –
EC
38
EJF Capital
Virginia
$2.68M +$1.23M +41,600 +73%
Ameriprise
39
Ameriprise
Minnesota
$2.52M +$114K +3,841 +4%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$2.5M +$1.6M +54,018 +143%
CB
41
Commerce Bank
Missouri
$2.48M – – –
PC
42
Polar Capital
United Kingdom
$2.28M +$392K +13,249 +19%
Morgan Stanley
43
Morgan Stanley
New York
$2.19M -$269K -9,095 -10%
PL
44
Plancorp LLC
Missouri
$2.15M +$621 +21 +0%
MCM
45
Maltese Capital Management
New York
$1.97M -$335K -11,336 -14%
ECA
46
Endeavour Capital Advisors
Connecticut
$1.71M +$1.86M +62,782 New
Jacobs Levy Equity Management
47
Jacobs Levy Equity Management
New Jersey
$1.61M -$882K -29,824 -34%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$1.57M +$131K +4,436 +8%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.53M – – –
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$1.52M -$112K -3,775 -6%
1
2
3 4 5

EFSC Hedge Fund Activity: Q3 2020 in Review

158 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2020, worth a combined $525M — down 12% from $599M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of EFSC and 13 opened new positions — a net loss of 2 holders — while 57 trimmed existing stakes and 51 added.

The largest buyer was Segall Bryant & Hamill, adding an estimated $4.87M. The largest seller was BlackRock, cutting an estimated $5.3M.

  • 158 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2020, down from 160 in Q2 2020.
  • Funds reported $525M of Enterprise Financial Services Corp stock for Q3 2020, down 12% quarter-over-quarter.
  • 13 funds opened new Enterprise Financial Services Corp positions in Q3 2020 and 15 closed out, a net change of -2 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2020 was Segall Bryant & Hamill, an estimated $4.87M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2020 was BlackRock, an estimated $5.3M sold.

Based on aggregated 13F filings for Q3 2020.