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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
LA
76
Lynch & Associates
Indiana
$1.71M
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.69M -$156K -8,129 -9%
Rafferty Asset Management
78
Rafferty Asset Management
New York
$1.68M -$1.11M -58,055 -41%
Los Angeles Capital Management
79
Los Angeles Capital Management
California
$1.66M -$24.3K -1,271 -2%
UBS Group
80
UBS Group
Switzerland
$1.63M -$3.04M -158,966 -66%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$1.6M -$1.71M -89,150 -53%
OQS
82
Occudo Quantitative Strategies
Florida
$1.59M +$239K +12,483 +19%
AQR Capital Management
83
AQR Capital Management
Connecticut
$1.56M
SO
84
STRS Ohio
Ohio
$1.54M +$704K +36,800 +94%
Jane Street
85
Jane Street
New York
$1.52M +$882K +46,115 +159%
Wells Fargo
86
Wells Fargo
California
$1.5M +$731K +38,222 +107%
Creative Planning
87
Creative Planning
Kansas
$1.37M +$895K +46,744 +226%
AI
88
Atom Investors
Texas
$1.35M +$1.27M +66,533 New
E
89
Ergoteles
New York
$1.3M -$2.12M -110,827 -63%
HCM
90
Howland Capital Management
Massachusetts
$1.26M
MIM
91
MetLife Investment Management
New Jersey
$1.23M -$140K -7,305 -11%
OC
92
Oppenheimer & Close
New York
$1.2M
Commonwealth Equity Services
93
Commonwealth Equity Services
Massachusetts
$1.14M +$128K +6,708 +14%
Russell Investments Group
94
Russell Investments Group
United Kingdom
$1.08M +$1.02M +53,166 New
MC
95
Moors & Cabot
Massachusetts
$1.04M +$126K +6,610 +15%
FCH
96
Freestone Capital Holdings
Washington
$1.01M
MLICM
97
Metropolitan Life Insurance Company (MetLife)
New York
$940K -$53.4K -2,792 -6%
Ameriprise
98
Ameriprise
Minnesota
$935K +$881K +46,057 New
ASRS
99
Arizona State Retirement System
Arizona
$929K +$1.82K +95 +0.2%
VA
100
Valmark Advisers
Ohio
$921K +$21.8K +1,141 +3%

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.