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Enterprise Financial Services Corp

204 hedge funds and large institutions have $1.22B invested in Enterprise Financial Services Corp in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 71 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,515% more call options, than puts

Call options by funds: $1.44M | Put options by funds: $89K

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

21% more capital invested

Capital invested by funds: $1.01B → $1.22B (+$208M)

3% more funds holding

Funds holding: 198204 (+6)

1% more ownership

Funds ownership: 71.86%72.87% (+1%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 71

Holders
204
Holders Change
+6
Holders Change %
+3.03%
% of All Funds
2.97%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
27
Increased
71
Reduced
71
Closed
19
Calls
$1.44M
Puts
$89K
Net Calls
+$1.35M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Mirae Asset Global Investments
101
Mirae Asset Global Investments
South Korea
$729K +$33.3K +853 +6%
SPS
102
Susquehanna Portfolio Strategies
Pennsylvania
$725K +$634K +16,228 New
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$714K +$143K +3,665 +30%
Principal Financial Group
104
Principal Financial Group
Iowa
$698K +$85.6K +2,192 +16%
BCM
105
BHZ Capital Management
California
$692K +$606K +15,503 New
VOYA Investment Management
106
VOYA Investment Management
Georgia
$671K -$288K -7,382 -33%
Mariner
107
Mariner
Kansas
$659K +$977 +25 +0.2%
TI
108
Trexquant Investment
Connecticut
$627K +$820 +21 +0.1%
CWM
109
Cornerstone Wealth Management
Missouri
$604K -$87.6K -2,242 -14%
Citadel Advisors
110
Citadel Advisors
Florida
$589K -$230K -5,879 -31%
Victory Capital Management
111
Victory Capital Management
Texas
$578K -$83.3K -2,131 -14%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$574K +$502K +12,846 New
HF
113
HRT Financial
New York
$539K +$472K +12,083 New
CCMG
114
Clark Capital Management Group
Pennsylvania
$513K -$31.5K -805 -7%
HEIP
115
Hudson Edge Investment Partners
New Jersey
$495K -$14.5K -372 -3%
LA
116
LM Advisors
California
$484K +$423K +10,832 New
Canada Life
117
Canada Life
Manitoba, Canada
$481K
HSBC Holdings
118
HSBC Holdings
United Kingdom
$471K -$311K -7,956 -43%
ASRS
119
Arizona State Retirement System
Arizona
$467K -$6.76K -173 -2%
DekaBank Deutsche Girozentrale
120
DekaBank Deutsche Girozentrale
Germany
$463K
State Board of Administration of Florida Retirement System
121
State Board of Administration of Florida Retirement System
Florida
$463K
Lazard Asset Management
122
Lazard Asset Management
New York
$460K -$88.1K -2,256 -18%
TRCT
123
Tower Research Capital (TRC)
New York
$451K +$348K +8,896 +739%
DFCM
124
Dark Forest Capital Management
Puerto Rico
$450K +$394K +10,084 New
LSV Asset Management
125
LSV Asset Management
Illinois
$450K

EFSC Hedge Fund Activity: Q4 2023 in Review

204 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2023, worth a combined $1.22B — up 21% from $1.01B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new EFSC positions and 19 closed out — a net gain of 8 holders — while 71 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $12.5M. The largest seller was Fourthstone LLC, exiting entirely with an estimated $8.66M sold.

  • 204 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2023, up from 198 in Q3 2023.
  • Funds reported $1.22B of Enterprise Financial Services Corp stock for Q4 2023, up 21% quarter-over-quarter.
  • 27 funds opened new Enterprise Financial Services Corp positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Enterprise Financial Services Corp buyer in Q4 2023 was BlackRock, an estimated $12.5M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2023 was Fourthstone LLC, an estimated $8.66M sold.

Based on aggregated 13F filings for Q4 2023.