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Enterprise Financial Services Corp
EFSC

198 hedge funds and large institutions have $1.01B invested in Enterprise Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 58

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 197 → 198 (+1)

0.37% more ownership

Funds ownership: 71.49% → 71.86% (+0.37%)

3% less capital invested

Capital invested by funds: $1.04B → $1.01B (-$35M)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $38K

Holders
198
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
79
Reduced
58
Closed
25
Calls
–
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$144K

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$9.21M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.81M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.29M
4
BCM
Bridgeway Capital Management
Texas
+$7.91M
5
Millennium Management
Millennium Management
New York
+$5.61M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$11M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.75M
3
SBH
Segall Bryant & Hamill
Illinois
-$9.21M
4
Jennison Associates
Jennison Associates
New York
-$8.5M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$8.46M -$1.24M -31,199 -12%
PFC
27
Phocas Financial Corp
California
$8.43M -$8.5K -213 -0.1%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$7.95M +$215K +5,394 +3%
BCM
29
Bridgeway Capital Management
Texas
$7.44M +$7.91M +198,338 New
PCM
30
Peregrine Capital Management
Minnesota
$6.8M -$309K -7,750 -4%
ZCM
31
Ziegler Capital Management
Illinois
$5.91M -$79.4K -1,991 -1%
MOACM
32
Mutual of America Capital Management
New York
$5.78M +$152K +3,821 +3%
DRZID
33
DePrince Race & Zollo Inc (DRZ)
Florida
$5.25M +$2.38M +59,697 +74%
GLA
34
Great Lakes Advisors
Illinois
$4.72M +$532K +13,321 +12%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$4.3M +$3.26M +81,730 +247%
NIG
36
NFJ Investment Group
Texas
$4.22M +$1.22M +30,566 +37%
First Trust Advisors
37
First Trust Advisors
Illinois
$4.19M +$556K +13,946 +14%
BGIM
38
Brandywine Global Investment Management
Pennsylvania
$3.61M -$61.4K -1,540 -2%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$3.46M +$679K +17,006 +23%
Wells Fargo
40
Wells Fargo
California
$3.33M -$317K -7,940 -8%
SEI Investments
41
SEI Investments
Pennsylvania
$3.32M -$257K -6,444 -7%
EF
42
Empowered Funds
Pennsylvania
$3.3M +$3.51M +87,938 New
Thrivent Financial for Lutherans
43
Thrivent Financial for Lutherans
Minnesota
$3.24M -$9.75M -244,284 -74%
MGIA
44
Moneta Group Investment Advisors
Missouri
$3.22M +$200K +5,003 +6%
Russell Investments Group
45
Russell Investments Group
United Kingdom
$3.18M +$1.56M +38,993 +85%
CSS
46
Cubist Systematic Strategies
Connecticut
$3.08M -$1.06M -26,550 -24%
Swiss National Bank
47
Swiss National Bank
Switzerland
$3.08M +$31.9K +800 +1%
EPCA
48
Elizabeth Park Capital Advisors
Ohio
$3.04M -$780K -19,550 -19%
CB
49
Commerce Bank
Missouri
$3.03M -$269K -6,739 -8%
MCM
50
Maltese Capital Management
New York
$3M -$599K -15,000 -16%
1
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3 4 5

EFSC Hedge Fund Activity: Q3 2023 in Review

198 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2023, worth a combined $1.01B — down 3.4% from $1.04B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EFSC positions and 25 closed out — a net gain of 2 holders — while 79 added to existing stakes and 58 trimmed.

The largest buyer was Fourthstone LLC, opening a new position worth an estimated $9.21M. The largest seller was Principal Financial Group, cutting an estimated $11M.

  • 198 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2023, up from 197 in Q2 2023.
  • Funds reported $1.01B of Enterprise Financial Services Corp stock for Q3 2023, down 3.4% quarter-over-quarter.
  • 27 funds opened new Enterprise Financial Services Corp positions in Q3 2023 and 25 closed out, a net change of +2 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2023 was Fourthstone LLC, an estimated $9.21M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2023 was Principal Financial Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2023.