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Enterprise Financial Services Corp
EFSC

Overview Fund Activity

213 hedge funds and large institutions have $1.11B invested in Enterprise Financial Services Corp in 2024 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+10
Holders Change %
+4.93%
% of All Funds
3.09%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
29
Increased
71
Reduced
75
Closed
18
Calls
$515K
Puts
$162K
Net Calls
+$353K
Net Calls Change
-$995K

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$115M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$5.63M
3
ZCM
Ziegler Capital Management
Illinois
$9.12M
4
American Century Companies
American Century Companies
Missouri
$22.3M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$81.6M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$7.34M
2
MIIM
Mesirow Institutional Investment Management
Illinois
$3.75M
3
Northern Trust
Northern Trust
Illinois
$14.8M
4
Millennium Management
Millennium Management
New York
$6.03M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
201
Benjamin F. Edwards & Company
Missouri
$2K +$2K +57 New
BIA
202
Bell Investment Advisors
California
$1.54K – – –
Nisa Investment Advisors
203
Nisa Investment Advisors
Missouri
$1.01K – – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$1K -$83 -2 -8%
C
205
Covestor
United Kingdom
$1K +$885 +23 +767%
GWM
206
Geneos Wealth Management
Colorado
$892 +$892 +22 New
JWA
207
JFS Wealth Advisors
Pennsylvania
$325 – – –
MPWT
208
MassMutual Private Wealth & Trust
Connecticut
$284 +$284 +7 New
AWM
209
Avior Wealth Management
Nebraska
$243 +$243 +6 New
RIL
210
Rothschild Investment LLC
Illinois
$203 +$203 +5 New
SIC
211
SJS Investment Consulting
Ohio
$122 -$41 -1 -25%
AF
212
Allworth Financial
California
$122 +$122 +3 New
OCM
213
Orion Capital Management
California
$41 – – –
SPS
214
Susquehanna Portfolio Strategies
Pennsylvania
– -$725K -16,228 Closed
BCM
215
BHZ Capital Management
California
– -$692K -15,503 Closed
TI
216
Trexquant Investment
Connecticut
– -$627K -14,039 Closed
State of Wisconsin Investment Board
217
State of Wisconsin Investment Board
Wisconsin
– -$574K -12,846 Closed
Lazard Asset Management
218
Lazard Asset Management
New York
– -$460K -10,317 Closed
NYLIM
219
New York Life Investment Management
New York
– -$349K -7,806 Closed
Skandinaviska Enskilda Banken (SEB)
220
Skandinaviska Enskilda Banken (SEB)
Sweden
– -$308K -6,900 Closed
PMEF
221
Point72 Middle East FZE
United Arab Emirates
– -$247K -5,531 Closed
AWM
222
AE Wealth Management
Kansas
– -$227K -5,340 Closed
Corient Private Wealth
223
Corient Private Wealth
Florida
– -$223K -5,002 Closed
VF
224
Virtu Financial
New York
– -$216K -4,848 Closed
CAPTRUST Financial Advisors
225
CAPTRUST Financial Advisors
North Carolina
– -$213K -4,767 Closed
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