Enterprise Financial Services Corp
EFSC
145 hedge funds and large institutions have $528M invested in Enterprise Financial Services Corp in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 36 increasing their positions, 68 reducing their positions, and 28 closing their positions.
1.25% less ownership
Funds ownership: 72.36% → 71.11% (-1.3%)
11% less funds holding
Funds holding: 163 → 145 (-18)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
43% less capital invested
Capital invested by funds: $925M → $528M (-$397M)
47% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 68
57% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 28
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
|
+$17M |
| 2 |
Jennison Associates
New York
|
+$8.81M |
| 3 |
Goldman Sachs
New York
|
+$3.14M |
| 4 |
EARNEST Partners
Atlanta,
Georgia
|
+$1.73M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$9.5M |
| 2 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$4.23M |
| 3 |
TAM
THB Asset Management
Norwalk,
Connecticut
|
-$3.25M |
| 4 |
PC
Polar Capital
London,
United Kingdom
|
-$2.46M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$1.84M |
EFSC Hedge Fund Activity: Q1 2020 in Review
145 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q1 2020, worth a combined $528M — down 43% from $925M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of EFSC and 12 opened new positions — a net loss of 16 holders — while 68 trimmed existing stakes and 36 added.
The largest buyer was Janus Henderson Group, adding an estimated $17M. The largest seller was Vaughan Nelson Investment Management, cutting an estimated $9.5M.
- 145 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q1 2020, down from 163 in Q4 2019.
- Funds reported $528M of Enterprise Financial Services Corp stock for Q1 2020, down 43% quarter-over-quarter.
- 12 funds opened new Enterprise Financial Services Corp positions in Q1 2020 and 28 closed out, a net change of -16 holders.
- The largest Enterprise Financial Services Corp buyer in Q1 2020 was Janus Henderson Group, an estimated $17M added.
- The largest Enterprise Financial Services Corp seller in Q1 2020 was Vaughan Nelson Investment Management, an estimated $9.5M sold.
Based on aggregated 13F filings for Q1 2020.