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Enterprise Financial Services Corp

227 hedge funds and large institutions have $1.45B invested in Enterprise Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,884% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $51K

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $1.13B → $1.45B (+$321M)

11% more funds holding

Funds holding: 205227 (+22)

1.97% more ownership

Funds ownership: 74.21%76.19% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
227
Holders Change
+22
Holders Change %
+10.73%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
77
Reduced
76
Closed
13
Calls
$1.01M
Puts
$51K
Net Calls
+$961K
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
OQS
126
Occudo Quantitative Strategies
Florida
$437K +$130K +2,642 +45%
CCM
127
Cullen Capital Management
New York
$429K -$10.9K -221 -3%
Mercer Global Advisors
128
Mercer Global Advisors
Colorado
$423K
CL
129
Choreo LLC
Illinois
$411K +$3.98K +81 +1%
JCM
130
Jag Capital Management
Missouri
$405K +$491 +10 +0.1%
ADIM
131
Alpha DNA Investment Management
Maryland
$403K +$386K +7,858 New
Handelsbanken Fonder
132
Handelsbanken Fonder
Sweden
$402K
HC
133
Henshaw Capital
Massachusetts
$376K
AIM
134
Acropolis Investment Management
Missouri
$361K -$25.4K -518 -7%
EGM
135
Engineers Gate Manager
New York
$361K +$346K +7,038 New
ProShare Advisors
136
ProShare Advisors
Maryland
$359K +$344K +6,996 New
Wealth Enhancement Advisory Services
137
Wealth Enhancement Advisory Services
Minnesota
$340K +$1.82K +37 +0.6%
TRCT
138
Tower Research Capital (TRC)
New York
$331K -$153K -3,107 -32%
CC
139
Courier Capital
New York
$329K
Point72 Asset Management
140
Point72 Asset Management
Connecticut
$329K -$146K -2,975 -32%
HEIP
141
Hudson Edge Investment Partners
New Jersey
$328K -$141K -2,860 -31%
Lido Advisors
142
Lido Advisors
California
$327K
PFBT
143
Parkside Financial Bank & Trust
Missouri
$326K -$87K -1,770 -22%
FPAS
144
Focus Partners Advisor Solutions
Missouri
$317K +$1.47K +30 +0.5%
EWA
145
EP Wealth Advisors
California
$317K +$303K +6,176 New
LPL Financial
146
LPL Financial
California
$310K +$4.91K +100 +2%
PFA
147
Pure Financial Advisors
California
$308K +$933 +19 +0.3%
BB
148
Busey Bank
Illinois
$302K
FFA
149
First Foundation Advisors
California
$301K -$142K -2,900 -33%
IIM
150
INTECH Investment Management
Florida
$297K +$284K +5,788 New

EFSC Hedge Fund Activity: Q3 2024 in Review

227 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2024, worth a combined $1.45B — up 28% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EFSC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.8M. The largest seller was Janus Henderson Group, cutting an estimated $7.76M.

  • 227 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2024, up from 205 in Q2 2024.
  • Funds reported $1.45B of Enterprise Financial Services Corp stock for Q3 2024, up 28% quarter-over-quarter.
  • 35 funds opened new Enterprise Financial Services Corp positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2024 was Wellington Management Group, an estimated $24.8M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2024 was Janus Henderson Group, an estimated $7.76M sold.

Based on aggregated 13F filings for Q3 2024.