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Eastern Bankshares

175 hedge funds and large institutions have $1.82B invested in Eastern Bankshares in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 53 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,209% more call options, than puts

Call options by funds: $23.1M | Put options by funds: $999K

11% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 53

0.13% more ownership

Funds ownership: 47.89%48.02% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less capital invested

Capital invested by funds: $1.84B → $1.82B (-$17.8M)

4% less funds holding

Funds holding: 182175 (-7)

22% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 27

Holders
175
Holders Change
-7
Holders Change %
-3.85%
% of All Funds
3.06%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
21
Increased
59
Reduced
53
Closed
27
Calls
$23.1M
Puts
$999K
Net Calls
+$22.1M
Net Calls Change
-$6.09M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
26
Raffles Associates
New York
$14M
Millennium Management
27
Millennium Management
New York
$13.9M +$1.93M +100,654 +17%
PCMF
28
Private Capital Management (Florida)
Florida
$13.3M +$4.75M +247,960 +61%
N
29
Nuveen
North Carolina
$12.8M -$449K -23,488 -3%
Ensign Peak Advisors
30
Ensign Peak Advisors
Utah
$12.2M +$536K +27,992 +5%
MOACM
31
Mutual of America Capital Management
New York
$12M +$690K +36,065 +6%
MI
32
M3F Inc
Utah
$10.8M +$4.47M +233,701 +78%
PAM
33
Panagora Asset Management
Massachusetts
$9.5M +$2.77M +144,677 +45%
MPAM
34
Monarch Partners Asset Management
Massachusetts
$9.45M +$2.44M +127,306 +38%
Renaissance Technologies
35
Renaissance Technologies
New York
$8.06M +$968K +50,600 +15%
AllianceBernstein
36
AllianceBernstein
Tennessee
$7.65M +$22.5K +1,178 +0.3%
Swiss National Bank
37
Swiss National Bank
Switzerland
$7.54M +$17.2K +900 +0.2%
HA
38
Homestead Advisers
Virginia
$7.43M +$2.65M +138,700 +61%
William Blair Investment Management
39
William Blair Investment Management
Illinois
$7.07M +$6.67M +348,413 New
FPA
40
First Pacific Advisors
California
$6.82M
EC
41
EJF Capital
Virginia
$6.07M +$5.73M +299,182 New
Stifel Financial
42
Stifel Financial
Missouri
$5.66M +$954K +49,837 +22%
KTA
43
Keeley-Teton Advisors
Illinois
$5.59M -$295K -15,396 -5%
Man Group
44
Man Group
United Kingdom
$4.95M -$121K -6,303 -3%
GKIM
45
GW&K Investment Management
Massachusetts
$4.84M +$19.6K +1,025 +0.4%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$4.69M -$113K -5,926 -3%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.65M +$140K +7,340 +3%
Deutsche Bank
48
Deutsche Bank
Germany
$4.51M +$864K +45,163 +26%
Bank of America
49
Bank of America
North Carolina
$4.29M +$721K +37,658 +22%
RVPG
50
Relative Value Partners Group
$4.14M -$38.3K -2,000 -1%

EBC Hedge Fund Activity: Q3 2021 in Review

175 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2021, worth a combined $1.82B — down 0.97% from $1.84B a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of EBC and 21 opened new positions — a net loss of 6 holders — while 53 trimmed existing stakes and 59 added.

The largest buyer was Goldman Sachs, adding an estimated $29.2M. The largest seller was State Street, cutting an estimated $18.7M.

  • 175 institutional investors held Eastern Bankshares (EBC) as of Q3 2021, down from 182 in Q2 2021.
  • Funds reported $1.82B of Eastern Bankshares stock for Q3 2021, down 0.97% quarter-over-quarter.
  • 21 funds opened new Eastern Bankshares positions in Q3 2021 and 27 closed out, a net change of -6 holders.
  • The largest Eastern Bankshares buyer in Q3 2021 was Goldman Sachs, an estimated $29.2M added.
  • The largest Eastern Bankshares seller in Q3 2021 was State Street, an estimated $18.7M sold.

Based on aggregated 13F filings for Q3 2021.