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Enterprise Financial Services Corp
EFSC

183 hedge funds and large institutions have $1.05B invested in Enterprise Financial Services Corp in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 70 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.37% more ownership

Funds ownership: 67.36% → 68.73% (+1.4%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

6% less funds holding

Funds holding: 195 → 183 (-12)

8% less capital invested

Capital invested by funds: $1.15B → $1.05B (-$93M)

11% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 70

33% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 21

Holders
183
Holders Change
-12
Holders Change %
-6.15%
% of All Funds
3.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
62
Reduced
70
Closed
21
Calls
$2.2M
Puts
–
Net Calls
+$2.2M
Net Calls Change
+$131K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$15.5M
2
Principal Financial Group
Principal Financial Group
Iowa
+$11.9M
3
Goldman Sachs
Goldman Sachs
New York
+$6.81M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$5.17M
5
N
Nuveen
North Carolina
+$3.96M

Top Sellers

1
ECA
Endeavour Capital Advisors
Connecticut
-$7.73M
2
Millennium Management
Millennium Management
New York
-$7.47M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$4.68M
4
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
-$4.61M
5
State Street
State Street
Massachusetts
-$4.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.9M +$314K +7,061 +11%
ROC
52
River Oaks Capital
Minnesota
$2.87M – – –
PL
53
Plancorp LLC
Missouri
$2.64M +$757 +17 +0%
ACA
54
Aptus Capital Advisors
Alabama
$2.53M +$99.8K +2,241 +4%
ECA
55
Endeavour Capital Advisors
Connecticut
$2.42M -$7.73M -173,487 -75%
Invesco
56
Invesco
Georgia
$2.34M +$575K +12,914 +30%
Prudential Financial
57
Prudential Financial
New Jersey
$2.33M -$340K -7,640 -12%
Hotchkis & Wiley Capital Management
58
Hotchkis & Wiley Capital Management
California
$2.3M +$120K +2,700 +5%
BGIM
59
Brandywine Global Investment Management
Pennsylvania
$2.19M -$126K -2,830 -5%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$2.14M +$316K +7,101 +16%
GC
61
Guggenheim Capital
Illinois
$2.12M +$117K +2,632 +5%
AllianceBernstein
62
AllianceBernstein
Tennessee
$2.09M -$2.29M -51,480 -51%
Two Sigma Investments
63
Two Sigma Investments
New York
$2.07M +$866K +19,450 +64%
CS
64
Credit Suisse
Switzerland
$2.02M -$481K -10,793 -18%
Assenagon Asset Management
65
Assenagon Asset Management
Luxembourg
$1.97M +$1.51M +33,964 +252%
UBS AM
66
UBS AM
Illinois
$1.96M +$56.8K +1,275 +3%
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$1.9M -$7.48K -168 -0.4%
RC
68
RBF Capital
California
$1.88M – – –
FCI
69
Financial Counselors Inc
Kansas
$1.87M -$53.4K -1,200 -3%
Osaic Holdings
70
Osaic Holdings
Arizona
$1.72M +$684K +15,349 +59%
ECM
71
ExodusPoint Capital Management
New York
$1.62M +$1.74M +39,069 New
Stifel Financial
72
Stifel Financial
Missouri
$1.55M -$79.8K -1,792 -5%
MCM
73
MAI Capital Management
Ohio
$1.49M +$2.09K +47 +0.1%
PCM
74
Prelude Capital Management
New York
$1.39M +$43.9K +986 +3%
Renaissance Technologies
75
Renaissance Technologies
New York
$1.26M +$1.35M +30,300 New
1 2
3
4 5

EFSC Hedge Fund Activity: Q2 2022 in Review

183 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2022, worth a combined $1.05B — down 8.1% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of EFSC and 14 opened new positions — a net loss of 7 holders — while 70 trimmed existing stakes and 62 added.

The largest buyer was Wellington Management Group, adding an estimated $15.5M. The largest seller was Endeavour Capital Advisors, cutting an estimated $7.73M.

  • 183 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2022, down from 195 in Q1 2022.
  • Funds reported $1.05B of Enterprise Financial Services Corp stock for Q2 2022, down 8.1% quarter-over-quarter.
  • 14 funds opened new Enterprise Financial Services Corp positions in Q2 2022 and 21 closed out, a net change of -7 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2022 was Wellington Management Group, an estimated $15.5M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2022 was Endeavour Capital Advisors, an estimated $7.73M sold.

Based on aggregated 13F filings for Q2 2022.