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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
WCG
151
Weaver Consulting Group
California
$210K – – –
CA
152
Claris Advisors
Missouri
$210K +$12.1K +302 +6%
FPAS
153
Focus Partners Advisor Solutions
Missouri
$210K +$224K +5,604 New
Federated Hermes
154
Federated Hermes
Pennsylvania
$208K +$55.6K +1,393 +34%
LPL Financial
155
LPL Financial
California
$206K -$812K -20,341 -79%
VWA
156
Visionary Wealth Advisors
Illinois
$203K +$80 +2 +0%
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$203K +$216K +5,403 New
DWM
158
Dakota Wealth Management
Florida
$201K +$214K +5,366 New
AWM
159
AE Wealth Management
Kansas
$200K +$638 +16 +0.3%
SO
160
STRS Ohio
Ohio
$157K – – –
Allspring Global Investments
161
Allspring Global Investments
North Carolina
$138K +$18.6K +466 +14%
AIP
162
Ameritas Investment Partners
Nebraska
$135K +$30.9K +775 +27%
AB
163
Amalgamated Bank
New York
$132K – – –
New York State Teachers Retirement System (NYSTRS)
164
New York State Teachers Retirement System (NYSTRS)
New York
$121K +$4.07K +102 +3%
PMEF
165
Point72 Middle East FZE
United Arab Emirates
$109K +$116K +2,911 New
US Bancorp
166
US Bancorp
Minnesota
$97.7K -$7.22K -181 -6%
AP
167
Atwood & Palmer
Missouri
$92.3K – – –
MLICM
168
Metropolitan Life Insurance Company (MetLife)
New York
$78.5K +$4.19K +105 +5%
EA
169
Emerald Advisers
Pennsylvania
$66.9K +$71.1K +1,783 New
Point72 Asset Management
170
Point72 Asset Management
Connecticut
$56.3K +$59.9K +1,500 New
PNC Financial Services Group
171
PNC Financial Services Group
Pennsylvania
$55.1K +$42.5K +1,065 +264%
DSC
172
Duncker Streett & Co
Missouri
$48.8K – – –
TRCT
173
Tower Research Capital (TRC)
New York
$45.1K +$23K +576 +92%
UFF
174
USA Financial Formulas
Michigan
$40K – – –
Fidelity Investments
175
Fidelity Investments
Massachusetts
$34.8K -$16.3K -409 -31%
5 6
7
8 9

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.