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Enterprise Financial Services Corp

227 hedge funds and large institutions have $1.45B invested in Enterprise Financial Services Corp in 2024 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 77 increasing their positions, 76 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,884% more call options, than puts

Call options by funds: $1.01M | Put options by funds: $51K

169% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 13

28% more capital invested

Capital invested by funds: $1.13B → $1.45B (+$321M)

11% more funds holding

Funds holding: 205227 (+22)

1.97% more ownership

Funds ownership: 74.21%76.19% (+2%)

1% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 76

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
227
Holders Change
+22
Holders Change %
+10.73%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
35
Increased
77
Reduced
76
Closed
13
Calls
$1.01M
Puts
$51K
Net Calls
+$961K
Net Calls Change
+$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$200M +$941K +19,146 +0.5%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$182M +$24.8M +505,552 +17%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$111M +$3.75M +76,288 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$106M +$876K +17,832 +0.9%
EARNEST Partners
5
EARNEST Partners
Georgia
$97.2M -$2.91M -59,260 -3%
State Street
6
State Street
Massachusetts
$54.7M -$568K -11,552 -1%
Macquarie Group
7
Macquarie Group
Australia
$52.7M -$1.16M -23,665 -2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$45.7M +$402K +8,180 +0.9%
American Century Companies
9
American Century Companies
Missouri
$38.5M +$4.7M +95,627 +15%
PCA
10
PL Capital Advisors
Florida
$36.1M
William Blair Investment Management
11
William Blair Investment Management
Illinois
$34.7M -$1.02M -20,815 -3%
WFC
12
Western Financial Corp
California
$31.5M -$1.8M -36,716 -6%
JP Morgan Chase
13
JP Morgan Chase
New York
$28.6M +$1.46M +29,747 +6%
Jennison Associates
14
Jennison Associates
New York
$22.6M -$1M -20,408 -4%
Charles Schwab
15
Charles Schwab
California
$21.6M +$176K +3,586 +0.9%
EFSCE
16
Enterprise Financial Services Corp (EFSC)
Missouri
$19.6M -$407K -8,286 -2%
Northern Trust
17
Northern Trust
Illinois
$18.6M +$208K +4,231 +1%
N
18
Nuveen
North Carolina
$16.5M +$1.03M +21,017 +7%
Bank of America
19
Bank of America
North Carolina
$16.5M -$1.53M -31,188 -9%
Morgan Stanley
20
Morgan Stanley
New York
$13.4M +$4.4M +89,496 +52%
Goldman Sachs
21
Goldman Sachs
New York
$12M +$2.43M +49,391 +27%
BCM
22
Bridgeway Capital Management
Texas
$11.7M +$1M +20,398 +10%
FMI
23
F/M Investments
District of Columbia
$11.2M +$90.2K +1,835 +0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.4M -$1.42M -28,878 -14%
Hotchkis & Wiley Capital Management
25
Hotchkis & Wiley Capital Management
California
$8.97M +$1M +20,450 +13%

EFSC Hedge Fund Activity: Q3 2024 in Review

227 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2024, worth a combined $1.45B — up 28% from $1.13B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new EFSC positions and 13 closed out — a net gain of 22 holders — while 77 added to existing stakes and 76 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $24.8M. The largest seller was Janus Henderson Group, cutting an estimated $7.76M.

  • 227 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2024, up from 205 in Q2 2024.
  • Funds reported $1.45B of Enterprise Financial Services Corp stock for Q3 2024, up 28% quarter-over-quarter.
  • 35 funds opened new Enterprise Financial Services Corp positions in Q3 2024 and 13 closed out, a net change of +22 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2024 was Wellington Management Group, an estimated $24.8M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2024 was Janus Henderson Group, an estimated $7.76M sold.

Based on aggregated 13F filings for Q3 2024.