Enterprise Financial Services Corp
EFSC
199 hedge funds and large institutions have $1.01B invested in Enterprise Financial Services Corp in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 79 increasing their positions, 59 reducing their positions, and 25 closing their positions.
34% more repeat investments, than reductions
Existing positions increased: 79 | Existing positions reduced: 59
8% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 25
1% more funds holding
Funds holding: 198 → 199 (+1)
0.37% more ownership
Funds ownership: 71.51% → 71.88% (+0.37%)
3% less capital invested
Capital invested by funds: $1.04B → $1.01B (-$35.1M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $38K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FL
Fourthstone LLC
St Louis,
Missouri
|
+$9.21M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
+$8.81M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.29M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$7.91M |
| 5 |
Millennium Management
New York
|
+$5.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$11M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
-$9.75M |
| 3 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
-$9.21M |
| 4 |
Jennison Associates
New York
|
-$8.5M |
| 5 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$5.15M |
EFSC Hedge Fund Activity: Q3 2023 in Review
199 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2023, worth a combined $1.01B — down 3.4% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new EFSC positions and 25 closed out — a net gain of 2 holders — while 79 added to existing stakes and 59 trimmed.
The largest buyer was Fourthstone LLC, opening a new position worth an estimated $9.21M. The largest seller was Principal Financial Group, cutting an estimated $11M.
- 199 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2023, up from 198 in Q2 2023.
- Funds reported $1.01B of Enterprise Financial Services Corp stock for Q3 2023, down 3.4% quarter-over-quarter.
- 27 funds opened new Enterprise Financial Services Corp positions in Q3 2023 and 25 closed out, a net change of +2 holders.
- The largest Enterprise Financial Services Corp buyer in Q3 2023 was Fourthstone LLC, an estimated $9.21M added.
- The largest Enterprise Financial Services Corp seller in Q3 2023 was Principal Financial Group, an estimated $11M sold.
Based on aggregated 13F filings for Q3 2023.