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Enterprise Financial Services Corp
EFSC

198 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, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 58

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

1% more funds holding

Funds holding: 197 → 198 (+1)

0.37% more ownership

Funds ownership: 71.49% → 71.86% (+0.37%)

3% less capital invested

Capital invested by funds: $1.04B → $1.01B (-$35M)

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

Holders
198
Holders Change
+1
Holders Change %
+0.51%
% of All Funds
3.14%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
27
Increased
79
Reduced
58
Closed
25
Calls
–
Puts
$38K
Net Calls
-$38K
Net Calls Change
-$144K

Top Buyers

1
FL
Fourthstone LLC
Missouri
+$9.21M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$8.81M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.29M
4
BCM
Bridgeway Capital Management
Texas
+$7.91M
5
Millennium Management
Millennium Management
New York
+$5.61M

Top Sellers

1
Principal Financial Group
Principal Financial Group
Iowa
-$11M
2
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
-$9.75M
3
SBH
Segall Bryant & Hamill
Illinois
-$9.21M
4
Jennison Associates
Jennison Associates
New York
-$8.5M
5
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.15M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$131M +$4.52M +113,379 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$80.4M +$8.81M +220,690 +11%
EARNEST Partners
3
EARNEST Partners
Georgia
$75.7M -$2.82M -70,782 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$73M +$582K +14,588 +0.8%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$68M +$8.29M +207,831 +13%
State Street
6
State Street
Massachusetts
$38.3M -$1.7M -42,628 -4%
Macquarie Group
7
Macquarie Group
Australia
$31.7M +$1.35M +33,769 +4%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$29.5M +$1.18M +29,475 +4%
PCA
9
PL Capital Advisors
Florida
$28.9M – – –
William Blair Investment Management
10
William Blair Investment Management
Illinois
$26.8M -$2.23M -55,926 -7%
WFC
11
Western Financial Corp
California
$25.7M -$150K -3,761 -0.6%
JP Morgan Chase
12
JP Morgan Chase
New York
$18.3M +$217K +5,433 +1%
Northern Trust
13
Northern Trust
Illinois
$17.3M +$151K +3,788 +0.8%
Charles Schwab
14
Charles Schwab
California
$15.4M +$641K +16,069 +4%
N
15
Nuveen
North Carolina
$13.8M -$2.44M -61,206 -14%
Bank of America
16
Bank of America
North Carolina
$13.6M +$950K +23,817 +7%
American Century Companies
17
American Century Companies
Missouri
$13.1M +$1.78M +44,694 +15%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$13.1M +$3.92M +98,170 +39%
EFSCE
19
Enterprise Financial Services Corp (EFSC)
Missouri
$13M -$1.24M -31,016 -8%
Jennison Associates
20
Jennison Associates
New York
$11.5M -$8.5M -213,097 -41%
KCM
21
Kennedy Capital Management
Missouri
$10.8M -$927K -23,224 -7%
MIIM
22
Mesirow Institutional Investment Management
Illinois
$10.6M +$432K +10,828 +4%
Millennium Management
23
Millennium Management
New York
$10.4M +$5.61M +140,525 +102%
Goldman Sachs
24
Goldman Sachs
New York
$9.38M -$244K -6,124 -2%
FL
25
Fourthstone LLC
Missouri
$8.66M +$9.21M +230,848 New
1
2 3 4 5

EFSC Hedge Fund Activity: Q3 2023 in Review

198 of the 6,301 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 58 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.

  • 198 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2023, up from 197 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.