Enterprise Financial Services Corp
EFSC
198 hedge funds and large institutions have $1.04B invested in Enterprise Financial Services Corp in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 81 increasing their positions, 63 reducing their positions, and 41 closing their positions.
303% more call options, than puts
Call options by funds: $141K | Put options by funds: $35K
29% more repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 63
2.14% less ownership
Funds ownership: 73.65% → 71.51% (-2.1%)
11% less funds holding
Funds holding: 223 → 198 (-25)
15% less capital invested
Capital invested by funds: $1.22B → $1.04B (-$181M)
29% less funds holding in top 10
Funds holding in top 10: 7 → 5 (-2)
61% less first-time investments, than exits
New positions opened: 16 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$12.2M |
| 2 |
BlackRock
New York
|
+$12.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.26M |
| 4 |
Millennium Management
New York
|
+$5.03M |
| 5 |
MIIM
Mesirow Institutional Investment Management
Chicago,
Illinois
|
+$4.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$27.5M |
| 2 |
EARNEST Partners
Atlanta,
Georgia
|
-$20.9M |
| 3 |
New York State Common Retirement Fund
Albany,
New York
|
-$20.5M |
| 4 |
Jennison Associates
New York
|
-$16.4M |
| 5 |
Janus Henderson Group
London,
|
-$5.83M |
EFSC Hedge Fund Activity: Q2 2023 in Review
198 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2023, worth a combined $1.04B — down 15% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of EFSC and 16 opened new positions — a net loss of 25 holders — while 63 trimmed existing stakes and 81 added.
The largest buyer was Wellington Management Group, adding an estimated $12.2M. The largest seller was Thrivent Financial for Lutherans, cutting an estimated $27.5M.
- 198 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2023, down from 223 in Q1 2023.
- Funds reported $1.04B of Enterprise Financial Services Corp stock for Q2 2023, down 15% quarter-over-quarter.
- 16 funds opened new Enterprise Financial Services Corp positions in Q2 2023 and 41 closed out, a net change of -25 holders.
- The largest Enterprise Financial Services Corp buyer in Q2 2023 was Wellington Management Group, an estimated $12.2M added.
- The largest Enterprise Financial Services Corp seller in Q2 2023 was Thrivent Financial for Lutherans, an estimated $27.5M sold.
Based on aggregated 13F filings for Q2 2023.