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

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$190M
2
FMI
F/M Investments
District of Columbia
$4.12M
3
Millennium Management
Millennium Management
New York
$2.21M
4
Morgan Stanley
Morgan Stanley
New York
$10.3M
5
KCM
Kennedy Capital Management
Missouri
$7.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFS
201
Hantz Financial Services
Michigan
$4K – – –
BWL
202
Bogart Wealth LLC
Virginia
$3.61K +$3.61K +64 New
GI
203
GAMMA Investing
California
$3.55K +$1.18K +21 +50%
PA
204
Parallel Advisors
California
$3.44K +$3.44K +61 New
CWC
205
Carolinas Wealth Consulting
North Carolina
$2.88K -$338 -6 -11%
QL
206
Quarry LP
New York
$2.2K -$44.9K -796 -95%
Bessemer Group
207
Bessemer Group
New Jersey
$2K – – –
C
208
Covestor
United Kingdom
$2K +$194 +3 +11%
Nisa Investment Advisors
209
Nisa Investment Advisors
Missouri
$1.75K – – –
EWA
210
EverSource Wealth Advisors
Alabama
$1.69K +$959 +17 +131%
RIL
211
Rothschild Investment LLC
Illinois
$1.41K – – –
BIA
212
Bell Investment Advisors
California
$1.3K -$677 -12 -34%
CFGS
213
Concourse Financial Group Securities
Alabama
$1.19K – – –
CWP
214
Concord Wealth Partners
Virginia
$1.18K – – –
Amundi
215
Amundi
France
$668 +$668 +12 New
JWA
216
JFS Wealth Advisors
Pennsylvania
$452 – – –
MPWT
217
MassMutual Private Wealth & Trust
Connecticut
$395 – – –
IA
218
IFP Advisors
Florida
$338 +$338 +6 New
SIC
219
SJS Investment Consulting
Ohio
$113 -$57 -1 -33%
GFPC
220
Global Financial Private Client
Florida
$56 +$56 +1 New
OCM
221
Orion Capital Management
California
$56 +$56 +1 New
TI
222
Trexquant Investment
Connecticut
– -$2.17M -42,259 Closed
JCIA
223
Jackson Creek Investment Advisors
Colorado
– -$1.47M -28,662 Closed
GCP
224
GSA Capital Partners
United Kingdom
– -$1.42M -27,644 Closed
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
– -$640K -12,482 Closed
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