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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
QCG
201
Quadrant Capital Group
Ohio
$8.87K
MIM
202
Macroview Investment Management
Maryland
$8.51K +$8.15K +166 New
SAM
203
Smartleaf Asset Management
Massachusetts
$7.16K +$2.51K +51 +56%
PFC
204
Phocas Financial Corp
California
$5.83K -$350K -7,124 -6%
LI
205
LRI Investments
Florida
$5.58K
LC
206
Lindbrook Capital
California
$5.18K
AAP
207
Arax Advisory Partners
Colorado
$4.25K
HFS
208
Hantz Financial Services
Michigan
$4K
Simplex Trading
209
Simplex Trading
Illinois
$4K +$4.76K +97 New
CWC
210
Carolinas Wealth Consulting
North Carolina
$2.92K
GI
211
GAMMA Investing
California
$2.15K +$393 +8 +24%
Bessemer Group
212
Bessemer Group
New Jersey
$2K +$1.47K +30 New
BIA
213
Bell Investment Advisors
California
$1.79K -$147 -3 -8%
Nisa Investment Advisors
214
Nisa Investment Advisors
Missouri
$1.59K
RIL
215
Rothschild Investment LLC
Illinois
$1.28K +$737 +15 +150%
CAM
216
ClariVest Asset Management
California
$1.27K
CFGS
217
Concourse Financial Group Securities
Alabama
$1.08K -$1.97K -40 -66%
CWP
218
Concord Wealth Partners
Virginia
$1.08K +$1.03K +21 New
C
219
Covestor
United Kingdom
$1K -$197 -4 -13%
CA
220
Continuum Advisory
Idaho
$709 +$590 +12 New
EWA
221
EverSource Wealth Advisors
Alabama
$666
A
222
AlphaQuest
New York
$564 -$533K -10,840 -100%
JWA
223
JFS Wealth Advisors
Pennsylvania
$411
MPWT
224
MassMutual Private Wealth & Trust
Connecticut
$359
SIC
225
SJS Investment Consulting
Ohio
$154

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.