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Enterprise Financial Services Corp

224 hedge funds and large institutions have $1.63B invested in Enterprise Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,353% more call options, than puts

Call options by funds: $654K | Put options by funds: $45K

41% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 64

12% more capital invested

Capital invested by funds: $1.45B → $1.63B (+$179M)

1.8% more ownership

Funds ownership: 76.19%77.99% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 227224 (-3)

Holders
224
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
23
Increased
90
Reduced
64
Closed
24
Calls
$654K
Puts
$45K
Net Calls
+$609K
Net Calls Change
-$352K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$222M +$1.45M +25,983 +0.7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$190M -$9.58M -171,165 -5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$125M +$3.08M +54,987 +3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$118M +$768K +13,724 +0.7%
EARNEST Partners
5
EARNEST Partners
Georgia
$106M -$748K -13,373 -0.7%
State Street
6
State Street
Massachusetts
$67.5M +$7.24M +129,379 +12%
Macquarie Group
7
Macquarie Group
Australia
$57.8M -$173K -3,094 -0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$49.9M -$380K -6,792 -0.8%
American Century Companies
9
American Century Companies
Missouri
$47.8M +$5.42M +96,822 +13%
PCA
10
PL Capital Advisors
Florida
$39.7M
William Blair Investment Management
11
William Blair Investment Management
Illinois
$39.2M +$947K +16,922 +2%
WFC
12
Western Financial Corp
California
$33M -$1.64M -29,362 -5%
Jennison Associates
13
Jennison Associates
New York
$32M +$7M +125,150 +28%
JP Morgan Chase
14
JP Morgan Chase
New York
$31.9M +$416K +7,439 +1%
Charles Schwab
15
Charles Schwab
California
$24.6M +$828K +14,794 +4%
N
16
Nuveen
North Carolina
$24.3M +$6.04M +107,996 +33%
Northern Trust
17
Northern Trust
Illinois
$21.4M +$962K +17,185 +5%
EFSCE
18
Enterprise Financial Services Corp (EFSC)
Missouri
$20.5M -$1.1M -19,633 -5%
Bank of America
19
Bank of America
North Carolina
$17.9M -$250K -4,469 -1%
Goldman Sachs
20
Goldman Sachs
New York
$15.5M +$2.3M +41,086 +18%
Hotchkis & Wiley Capital Management
21
Hotchkis & Wiley Capital Management
California
$14.2M +$4.32M +77,270 +44%
BCM
22
Bridgeway Capital Management
Texas
$13.2M +$333K +5,954 +3%
Morgan Stanley
23
Morgan Stanley
New York
$10.3M -$4.39M -78,479 -30%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$9.86M -$476K -8,507 -5%
FP
25
Foundry Partners
Minnesota
$9.65M +$2.25M +40,274 +31%

EFSC Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2024, worth a combined $1.63B — up 12% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of EFSC and 23 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 90 added.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.53M. The largest seller was Wellington Management Group, cutting an estimated $9.58M.

  • 224 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $1.63B of Enterprise Financial Services Corp stock for Q4 2024, up 12% quarter-over-quarter.
  • 23 funds opened new Enterprise Financial Services Corp positions in Q4 2024 and 24 closed out, a net change of -1 holder.
  • The largest Enterprise Financial Services Corp buyer in Q4 2024 was Weiss Asset Management, an estimated $9.53M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2024 was Wellington Management Group, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2024.