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Enterprise Financial Services Corp
EFSC

Overview Fund Activity

197 hedge funds and large institutions have $1.01B invested in Enterprise Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 79 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
197
Holders Change
–
Holders Change %
0%
% 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
26
Increased
79
Reduced
58
Closed
25
Calls
–
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$144K

Top Buyers

1
FL
1
Fourthstone LLC
Missouri
$8.66M
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$80.4M
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$68M
4
BCM
4
Bridgeway Capital Management
Texas
$7.44M
5
Millennium Management
5
Millennium Management
New York
$10.4M

Top Sellers

1
Principal Financial Group
1
Principal Financial Group
Iowa
$504K
2
SBH
2
Segall Bryant & Hamill
Illinois
$0
3
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$3.24M
4
Jennison Associates
4
Jennison Associates
New York
$11.5M
5
Hotchkis & Wiley Capital Management
5
Hotchkis & Wiley Capital Management
California
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
UB
176
UMB Bank
Missouri
$32.1K – – –
Comerica Bank
177
Comerica Bank
Texas
$26.5K +$26.5K +708 New
TWC
178
TD Waterhouse Canada
Ontario, Canada
$13.3K – – –
Ohio Public Employees Retirement System (OPERS)
179
Ohio Public Employees Retirement System (OPERS)
Ohio
$12K +$778 +21 +7%
Northwestern Mutual Wealth Management
180
Northwestern Mutual Wealth Management
Wisconsin
$7.5K -$152K -4,061 -95%
S
181
SignatureFD
Georgia
$5.03K +$713 +19 +17%
HFS
182
Hantz Financial Services
Michigan
$4K – – –
HWA
183
HHM Wealth Advisors
Tennessee
$3.98K – – –
CTC
184
Central Trust Company
Missouri
$3.75K – – –
CFGS
185
Concourse Financial Group Securities
Alabama
$3K – – –
CWC
186
Carolinas Wealth Consulting
North Carolina
$2.47K – – –
QCG
187
Quadrant Capital Group
Ohio
$2.36K -$1.28K -34 -35%
CAM
188
ClariVest Asset Management
California
$2K -$1.74K -34 -47%
RFG
189
RFP Financial Group
Georgia
$1.24K – – –
AF
190
Allworth Financial
California
$1.16K +$1.16K +31 New
BIA
191
Bell Investment Advisors
California
$938 +$938 +25 New
Nisa Investment Advisors
192
Nisa Investment Advisors
Missouri
$375 – – –
SIC
193
SJS Investment Consulting
Ohio
$113 – – –
JWA
194
JFS Wealth Advisors
Pennsylvania
$75 -$113 -3 -60%
OCM
195
Orion Capital Management
California
$38 +$38 +1 New
SBH
196
Segall Bryant & Hamill
Illinois
– -$9.21M -235,538 Closed
Hotchkis & Wiley Capital Management
197
Hotchkis & Wiley Capital Management
California
– -$5.15M -131,730 Closed
FCM
198
FJ Capital Management
Virginia
– -$2.54M -65,060 Closed
Assenagon Asset Management
199
Assenagon Asset Management
Luxembourg
– -$1.75M -44,737 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
200
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.51M -38,500 Closed
5 6 7
8
9