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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
TC
151
Trilogy Capital
California
$293K
Two Sigma Investments
152
Two Sigma Investments
New York
$291K -$1.3M -26,542 -82%
KeyBank National Association
153
KeyBank National Association
Ohio
$289K -$17.6K -358 -6%
CA
154
Claris Advisors
Missouri
$288K +$147 +3 +0.1%
WCG
155
Weaver Consulting Group
California
$288K
DWM
156
Dakota Wealth Management
Florida
$284K -$68.9K -1,402 -20%
DFCM
157
Dark Forest Capital Management
Puerto Rico
$279K -$204K -4,149 -43%
CCMG
158
Clark Capital Management Group
Pennsylvania
$277K -$29.3K -596 -10%
XT
159
XTX Topco
Cayman Islands
$272K +$261K +5,315 New
VWA
160
Visionary Wealth Advisors
Illinois
$268K -$5.01K -102 -2%
SCM
161
Semanteon Capital Management
Massachusetts
$267K +$256K +5,206 New
SAM
162
Shell Asset Management
Netherlands
$263K +$252K +5,128 New
ACM
163
Aquatic Capital Management
Illinois
$251K +$241K +4,900 New
LSV Asset Management
164
LSV Asset Management
Illinois
$251K -$255K -5,187 -51%
Lazard Asset Management
165
Lazard Asset Management
New York
$244K +$146K +2,973 +166%
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$238K +$228K +4,645 New
AI
167
Atria Investments
North Carolina
$236K -$47.7K -970 -17%
CPIG
168
Chicago Partners Investment Group
Illinois
$228K +$1.08K +22 +0.5%
Connor, Clark & Lunn Investment Management (CC&L)
169
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$221K +$212K +4,321 New
Focus Partners Wealth
170
Focus Partners Wealth
Massachusetts
$221K +$212K +4,316 New
B
171
Bailard
California
$215K -$290K -5,900 -58%
CA
172
Clearstead Advisors
Ohio
$213K
MPM
173
Meritage Portfolio Management
Kansas
$209K +$200K +4,070 New
JF
174
Jump Financial
Illinois
$209K -$514K -10,467 -72%
Allspring Global Investments
175
Allspring Global Investments
North Carolina
$207K -$14.8K -302 -7%

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.