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Enterprise Financial Services Corp
EFSC

Overview Fund Activity

222 hedge funds and large institutions have $1.63B invested in Enterprise Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 63 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
222
Holders Change
-3
Holders Change %
-1.33%
% of All Funds
2.96%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
90
Reduced
63
Closed
24
Calls
$654K
Puts
$45K
Net Calls
+$609K
Net Calls Change
-$352K

Top Buyers

1
WAM
1
Weiss Asset Management
Massachusetts
$9.61M
2
State Street
2
State Street
Massachusetts
$67.5M
3
Jennison Associates
3
Jennison Associates
New York
$32M
4
Nuveen Asset Management
4
Nuveen Asset Management
Illinois
$24.3M
5
American Century Companies
5
American Century Companies
Missouri
$47.8M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$190M
2
FMI
2
F/M Investments
District of Columbia
$4.12M
3
Millennium Management
3
Millennium Management
New York
$2.21M
4
Morgan Stanley
4
Morgan Stanley
New York
$10.3M
5
KCM
5
Kennedy Capital Management
Missouri
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
KAS
151
Kestra Advisory Services
Texas
$302K +$302K +5,348 New
VWA
152
Visionary Wealth Advisors
Illinois
$295K +$113 +2 +0%
SAM
153
Shell Asset Management
Netherlands
$289K – – –
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$272K +$247K +4,374 +974%
DWM
155
Dakota Wealth Management
Florida
$269K -$42.9K -760 -14%
CSS
156
Cubist Systematic Strategies
Connecticut
$263K -$700K -12,414 -73%
Pictet Asset Management
157
Pictet Asset Management
Switzerland
$262K – – –
Focus Partners Wealth
158
Focus Partners Wealth
Massachusetts
$243K – – –
AI
159
Atria Investments
North Carolina
$241K -$18K -319 -7%
CPIG
160
Chicago Partners Investment Group
Illinois
$241K +$1.11K +20 +0.5%
Allianz Asset Management
161
Allianz Asset Management
Germany
$237K +$237K +4,200 New
CA
162
Clearstead Advisors
Ohio
$235K – – –
US Bancorp
163
US Bancorp
Minnesota
$231K +$12.5K +222 +6%
MPM
164
Meritage Portfolio Management
Kansas
$230K – – –
Allspring Global Investments
165
Allspring Global Investments
North Carolina
$225K +$943 +17 +0.4%
Northwestern Mutual Wealth Management
166
Northwestern Mutual Wealth Management
Wisconsin
$219K +$2.82K +50 +1%
AIP
167
Ameritas Investment Partners
Nebraska
$218K +$14.9K +265 +7%
HighTower Advisors
168
HighTower Advisors
Illinois
$212K +$212K +3,756 New
Voloridge Investment Management
169
Voloridge Investment Management
Florida
$207K -$1.62M -28,737 -89%
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
$204K +$204K +3,610 New
CM
171
Crestline Management
Texas
$203K +$203K +3,600 New
New York State Teachers Retirement System (NYSTRS)
172
New York State Teachers Retirement System (NYSTRS)
New York
$191K +$191K +3,388 New
LSV Asset Management
173
LSV Asset Management
Illinois
$158K -$119K -2,100 -43%
Fidelity Investments
174
Fidelity Investments
Massachusetts
$158K +$13.4K +238 +9%
AP
175
Atwood & Palmer
Missouri
$139K – – –
5 6
7
8 9