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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
DekaBank Deutsche Girozentrale
126
DekaBank Deutsche Girozentrale
Germany
$378K +$412K +10,317 New
AIM
127
Acropolis Investment Management
Missouri
$356K – – –
IIC
128
Integrated Investment Consultants
Michigan
$353K +$6.98K +175 +2%
FFA
129
First Foundation Advisors
California
$329K +$1.6K +40 +0.5%
AA
130
ALPS Advisors
Colorado
$328K +$96.6K +2,422 +38%
Mercer Global Advisors
131
Mercer Global Advisors
Colorado
$320K +$4.15K +104 +1%
Zurich Cantonal Bank
132
Zurich Cantonal Bank
Switzerland
$300K +$66.6K +1,668 +26%
NYLIM
133
New York Life Investment Management
New York
$299K -$50.6K -1,267 -14%
BSW
134
Buckingham Strategic Wealth
Missouri
$296K – – –
JCM
135
Jag Capital Management
Missouri
$296K – – –
Handelsbanken Fonder
136
Handelsbanken Fonder
Sweden
$294K – – –
SAM
137
Shell Asset Management
Netherlands
$292K -$4.91K -123 -2%
SG Americas Securities
138
SG Americas Securities
New York
$275K +$293K +7,345 New
HC
139
Henshaw Capital
Massachusetts
$275K +$292K +7,329 New
Squarepoint
140
Squarepoint
New York
$273K +$291K +7,291 New
PFBT
141
Parkside Financial Bank & Trust
Missouri
$265K +$8.3K +208 +3%
Jane Street
142
Jane Street
New York
$258K -$422K -10,565 -61%
Wealth Enhancement Advisory Services
143
Wealth Enhancement Advisory Services
Minnesota
$241K +$256K +6,421 New
CC
144
Courier Capital
New York
$241K +$256K +6,416 New
Lido Advisors
145
Lido Advisors
California
$239K – – –
PFA
146
Pure Financial Advisors
California
$222K – – –
BB
147
Busey Bank
Illinois
$221K -$45.2K -1,132 -16%
Connor, Clark & Lunn Investment Management (CC&L)
148
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$218K +$232K +5,814 New
TC
149
Trilogy Capital
California
$214K – – –
XT
150
XTX Topco
Cayman Islands
$212K -$102K -2,545 -31%
4 5
6
7 8

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.