We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp
EFSC

99 hedge funds and large institutions have $299M invested in Enterprise Financial Services Corp in 2015 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

13% more capital invested

Capital invested by funds: $265M → $299M (+$34.3M)

4% more funds holding

Funds holding: 95 → 99 (+4)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.67%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
7
Increased
35
Reduced
30
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCM
Basswood Capital Management
New York
+$5.03M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.65M
3
LSV Asset Management
LSV Asset Management
Illinois
+$747K
4
Morgan Stanley
Morgan Stanley
New York
+$721K
5
Federated Hermes
Federated Hermes
Pennsylvania
+$637K

Top Sellers

1
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$1.46M
2
BMCMI
Bryn Mawr Capital Management Inc
Pennsylvania
-$1.34M
3
BFA
BlackRock Fund Advisors
California
-$646K
4
TC
TFS Capital
Pennsylvania
-$641K
5
BIG
Blackthorn Investment Group
Kansas
-$621K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$640K – – –
BCM
52
Bridgeway Capital Management
Texas
$635K -$8.56K -400 -1%
Wells Fargo
53
Wells Fargo
California
$631K +$571K +26,682 +2,551%
NI
54
Numeric Investors
Massachusetts
$607K +$60K +2,800 +12%
SCM
55
Sterling Capital Management
North Carolina
$590K -$1.78K -83 -0.3%
Two Sigma Advisers
56
Two Sigma Advisers
New York
$581K +$72.8K +3,400 +15%
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$580K -$29.3K -1,370 -5%
New York State Common Retirement Fund
58
New York State Common Retirement Fund
New York
$575K +$540K +25,233 New
Swiss National Bank
59
Swiss National Bank
Switzerland
$548K – – –
CIC
60
Cornercap Investment Counsel
Georgia
$511K -$3.75K -175 -0.8%
Allianz Asset Management
61
Allianz Asset Management
Germany
$467K -$42.1K -1,965 -9%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$420K – – –
MLICM
63
Metropolitan Life Insurance Company (MetLife)
New York
$388K +$15.1K +707 +4%
HIM
64
Hillsdale Investment Management
Ontario, Canada
$339K +$6.42K +300 +2%
UBS AM
65
UBS AM
Illinois
$330K – – –
BA
66
BlackRock Advisors
Delaware
$310K +$13K +607 +5%
MMG
67
Monetary Management Group
Missouri
$302K -$32.1K -1,500 -10%
MC
68
Menta Capital
California
$275K +$258K +12,064 New
AIG
69
American International Group
New York
$266K -$15.8K -739 -6%
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$231K – – –
Bank of America
71
Bank of America
North Carolina
$220K +$7.2K +336 +4%
NCCM
72
Nine Chapters Capital Management
New Jersey
$216K -$79.2K -3,700 -28%
DIA
73
Denver Investment Advisors
Colorado
$203K -$52.1K -2,431 -21%
AIM
74
Acropolis Investment Management
Missouri
$182K – – –
BGIM
75
Brandywine Global Investment Management
Pennsylvania
$179K – – –
1 2
3
4 5

EFSC Hedge Fund Activity: Q2 2015 in Review

99 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2015, worth a combined $299M — up 13% from $265M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EFSC positions and 3 closed out — a net gain of 4 holders — while 35 added to existing stakes and 30 trimmed.

The largest buyer was Basswood Capital Management, adding an estimated $5.03M. The largest seller was DePrince Race & Zollo Inc (DRZ), cutting an estimated $1.46M.

  • 99 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2015, up from 95 in Q1 2015.
  • Funds reported $299M of Enterprise Financial Services Corp stock for Q2 2015, up 13% quarter-over-quarter.
  • 7 funds opened new Enterprise Financial Services Corp positions in Q2 2015 and 3 closed out, a net change of +4 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2015 was Basswood Capital Management, an estimated $5.03M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2015 was DePrince Race & Zollo Inc (DRZ), an estimated $1.46M sold.

Based on aggregated 13F filings for Q2 2015.