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Enterprise Financial Services Corp
EFSC

188 hedge funds and large institutions have $1.14B invested in Enterprise Financial Services Corp in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 68 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

8% more capital invested

Capital invested by funds: $1.05B → $1.14B (+$84.9M)

3% more funds holding

Funds holding: 183 → 188 (+5)

1.25% more ownership

Funds ownership: 68.73% → 69.98% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

16% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 68

Holders
188
Holders Change
+5
Holders Change %
+2.73%
% of All Funds
3.24%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
20
Increased
57
Reduced
68
Closed
15
Calls
$1.33M
Puts
–
Net Calls
+$1.33M
Net Calls Change
-$865K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$27.3M
2
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$21.7M
3
Jennison Associates
Jennison Associates
New York
+$3.44M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
+$2.33M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$2.2M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$9.17M
2
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Illinois
-$7.22M
3
Goldman Sachs
Goldman Sachs
New York
-$4.92M
4
State Street
State Street
Massachusetts
-$4.07M
5
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$3.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
D.E. Shaw & Co
126
D.E. Shaw & Co
New York
$305K +$315K +6,920 New
CCM
127
Cullen Capital Management
New York
$302K +$311K +6,851 New
AA
128
ALPS Advisors
Colorado
$301K -$9.32K -205 -3%
Two Sigma Advisers
129
Two Sigma Advisers
New York
$299K -$291K -6,400 -49%
State of Wisconsin Investment Board
130
State of Wisconsin Investment Board
Wisconsin
$290K -$113K -2,488 -27%
TRCT
131
Tower Research Capital (TRC)
New York
$289K +$234K +5,147 +363%
BWA
132
BDO Wealth Advisors
Florida
$281K – – –
Royal Bank of Canada
133
Royal Bank of Canada
Ontario, Canada
$280K +$21.7K +477 +8%
SSA
134
Schonfeld Strategic Advisors
New York
$264K +$273K +6,000 New
PFA
135
Pure Financial Advisors
California
$258K +$773 +17 +0.3%
Squarepoint
136
Squarepoint
New York
$256K -$2.5K -55 -0.9%
WCG
137
Weaver Consulting Group
California
$247K – – –
UBS Group
138
UBS Group
Switzerland
$236K -$128K -2,824 -35%
AWM
139
AE Wealth Management
Kansas
$234K – – –
CA
140
Claris Advisors
Missouri
$233K – – –
LPL Financial
141
LPL Financial
California
$232K -$13.1K -288 -5%
CAN
142
Cetera Advisor Networks
California
$224K – – –
Rafferty Asset Management
143
Rafferty Asset Management
New York
$223K -$155K -3,405 -40%
CPIG
144
Chicago Partners Investment Group
Illinois
$222K – – –
DWM
145
Dakota Wealth Management
Florida
$209K +$216K +4,747 New
HC
146
Henshaw Capital
Massachusetts
$204K +$210K +4,624 New
AB
147
Amalgamated Bank
New York
$199K +$2K +44 +1%
Allspring Global Investments
148
Allspring Global Investments
North Carolina
$195K -$35.2K -775 -15%
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$193K – – –
Federated Hermes
150
Federated Hermes
Pennsylvania
$188K +$1.5K +33 +0.8%
4 5
6
7 8

EFSC Hedge Fund Activity: Q3 2022 in Review

188 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2022, worth a combined $1.14B — up 8% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new EFSC positions and 15 closed out — a net gain of 5 holders — while 57 added to existing stakes and 68 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $27.3M. The largest seller was Millennium Management, cutting an estimated $9.17M.

  • 188 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2022, up from 183 in Q2 2022.
  • Funds reported $1.14B of Enterprise Financial Services Corp stock for Q3 2022, up 8% quarter-over-quarter.
  • 20 funds opened new Enterprise Financial Services Corp positions in Q3 2022 and 15 closed out, a net change of +5 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2022 was Wellington Management Group, an estimated $27.3M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2022 was Millennium Management, an estimated $9.17M sold.

Based on aggregated 13F filings for Q3 2022.