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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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
201
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$1.51M -38,500 Closed
ECM
202
ExodusPoint Capital Management
New York
– -$1.5M -38,236 Closed
OIA
203
OneDigital Investment Advisors
Kansas
– -$981K -25,095 Closed
DFCM
204
Dark Forest Capital Management
Puerto Rico
– -$773K -19,774 Closed
CCIA
205
Campbell & Co Investment Adviser
Maryland
– -$615K -15,718 Closed
MM
206
MQS Management
New York
– -$403K -10,319 Closed
QC
207
Quadrature Capital
United Kingdom
– -$402K -10,286 Closed
COI
208
Connable Office Inc
Michigan
– -$366K -9,373 Closed
HF
209
HRT Financial
New York
– -$355K -9,086 Closed
OQS
210
Occudo Quantitative Strategies
Florida
– -$335K -8,580 Closed
Grantham, Mayo, Van Otterloo & Co (GMO)
211
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
– -$301K -7,700 Closed
QT
212
Quantbot Technologies
New York
– -$268K -6,848 Closed
MNBTD
213
Moody National Bank Trust Division
Texas
– -$240K -6,128 Closed
KeyBank National Association
214
KeyBank National Association
Ohio
– -$235K -6,004 Closed
GCM
215
Graham Capital Management
Connecticut
– -$211K -5,386 Closed
EGM
216
Engineers Gate Manager
New York
– -$205K -5,238 Closed
CAN
217
Cetera Advisor Networks
California
– -$204K -5,223 Closed
EC
218
Elequin Capital
New York
– -$189K -4,833 Closed
HIA
219
Harbor Investment Advisory
Maryland
– -$35K -895 Closed
QL
220
Quarry LP
New York
– -$10.2K -262 Closed
DI
221
Disciplined Investments
Oklahoma
– -$78 -2 Closed
SFG
222
Steward Financial Group
Texas
– +$399 +10 New
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.