We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp
EFSC

222 hedge funds and large institutions have $1.22B invested in Enterprise Financial Services Corp in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 93 increasing their positions, 60 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,145% more call options, than puts

Call options by funds: $1.3M | Put options by funds: $58K

55% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 60

19% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 26

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

2.02% more ownership

Funds ownership: 71.61% → 73.63% (+2%)

1% more funds holding

Funds holding: 219 → 222 (+3)

1% less capital invested

Capital invested by funds: $1.24B → $1.22B (-$17.4M)

Holders
222
Holders Change
+3
Holders Change %
+1.37%
% of All Funds
3.54%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
31
Increased
93
Reduced
60
Closed
26
Calls
$1.3M
Puts
$58K
Net Calls
+$1.24M
Net Calls Change
+$270K

Top Buyers

1
BlackRock
BlackRock
New York
+$27M
2
EARNEST Partners
EARNEST Partners
Georgia
+$13M
3
JP Morgan Chase
JP Morgan Chase
New York
+$10.5M
4
GLA
Great Lakes Advisors
Illinois
+$6.92M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.67M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$19.8M
2
SBH
Segall Bryant & Hamill
Illinois
-$7.21M
3
PCH
Polar Capital Holdings
United Kingdom
-$5.25M
4
HIM
Hillsdale Investment Management
Ontario, Canada
-$4.26M
5
MCM
Maltese Capital Management
New York
-$3.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$137M +$27M +527,244 +21%
EARNEST Partners
2
EARNEST Partners
Georgia
$116M +$13M +253,474 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.3M +$970K +18,964 +1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$72.7M +$2.79M +54,561 +3%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$62.6M +$4.67M +91,428 +7%
Thrivent Financial for Lutherans
6
Thrivent Financial for Lutherans
Minnesota
$44.4M -$1.97M -38,454 -4%
State Street
7
State Street
Massachusetts
$43.7M +$3.72M +72,812 +8%
Jennison Associates
8
Jennison Associates
New York
$40.8M -$19.8M -386,405 -30%
Macquarie Group
9
Macquarie Group
Australia
$35.8M +$992K +19,404 +2%
PCA
10
PL Capital Advisors
Florida
$35.1M +$358K +7,000 +0.9%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$33.7M +$86.9K +1,699 +0.2%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$32.4M +$1.45M +28,357 +4%
WFC
13
Western Financial Corp
California
$29.8M -$2.11M -41,207 -6%
New York State Common Retirement Fund
14
New York State Common Retirement Fund
New York
$24M +$2.47M +48,325 +10%
JP Morgan Chase
15
JP Morgan Chase
New York
$21M +$10.5M +205,229 +77%
Northern Trust
16
Northern Trust
Illinois
$20M -$87.6K -1,713 -0.4%
N
17
Nuveen
North Carolina
$19.6M -$770K -15,051 -3%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$17.4M +$626K +12,251 +3%
Charles Schwab
19
Charles Schwab
California
$16.7M +$118K +2,306 +0.6%
EFSCE
20
Enterprise Financial Services Corp (EFSC)
Missouri
$16.2M +$3.79M +74,061 +26%
Bank of America
21
Bank of America
North Carolina
$14.5M +$2.09M +40,958 +14%
KCM
22
Kennedy Capital Management
Missouri
$13.9M -$399K -7,807 -2%
Principal Financial Group
23
Principal Financial Group
Iowa
$12.9M +$240K +4,684 +2%
SBH
24
Segall Bryant & Hamill
Illinois
$12.7M -$7.21M -141,057 -33%
American Century Companies
25
American Century Companies
Missouri
$12.1M +$2.87M +56,084 +26%
1
2 3 4 5

EFSC Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q1 2023, worth a combined $1.22B — down 1.4% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new EFSC positions and 26 closed out — a net gain of 5 holders — while 93 added to existing stakes and 60 trimmed.

The largest buyer was BlackRock, adding an estimated $27M. The largest seller was Jennison Associates, cutting an estimated $19.8M.

  • 222 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q1 2023, up from 219 in Q4 2022.
  • Funds reported $1.22B of Enterprise Financial Services Corp stock for Q1 2023, down 1.4% quarter-over-quarter.
  • 31 funds opened new Enterprise Financial Services Corp positions in Q1 2023 and 26 closed out, a net change of +5 holders.
  • The largest Enterprise Financial Services Corp buyer in Q1 2023 was BlackRock, an estimated $27M added.
  • The largest Enterprise Financial Services Corp seller in Q1 2023 was Jennison Associates, an estimated $19.8M sold.

Based on aggregated 13F filings for Q1 2023.