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Eastern Bankshares
EBC

Overview Fund Activity

150 hedge funds and large institutions have $1.79B invested in Eastern Bankshares in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 53 increasing their positions, 41 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+14
Holders Change %
+10.29%
% of All Funds
2.64%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.11%
New
30
Increased
53
Reduced
41
Closed
15
Calls
$27.4M
Puts
$1.15M
Net Calls
+$26.2M
Net Calls Change
+$13.6M

Top Buyers

1
State Street
State Street
Massachusetts
$141M
2
American Century Companies
American Century Companies
Missouri
$62.5M
3
BlackRock
BlackRock
New York
$237M
4
FCM
FJ Capital Management
Virginia
$74.5M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
$42.5M

Top Sellers

1
Ensign Peak Advisors
Ensign Peak Advisors
Utah
$17.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$121M
3
OFCM
One Fin Capital Management
California
$0
4
ECA
Endeavour Capital Advisors
Connecticut
$0
5
NM
Newtyn Management
New York
$31.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FF
126
FourThought Financial
Florida
$252K +$15.1K +785 +6%
OQS
127
Occudo Quantitative Strategies
Florida
$245K +$245K +12,723 New
MSA
128
Marino Stram & Associates
Massachusetts
$213K +$213K +11,036 New
SCP
129
Shorepoint Capital Partners
Massachusetts
$212K – – –
PWLP
130
Prio Wealth Limited Partnership
Massachusetts
$193K – – –
JPMPWA
131
J.P. Morgan Private Wealth Advisors
California
$193K – – –
FNBT
132
FineMark National Bank & Trust
Florida
$193K – – –
JMFC
133
J.M. Forbes & Co
Massachusetts
$192K – – –
TRCT
134
Tower Research Capital (TRC)
New York
$179K +$32.3K +1,677 +22%
LJHT
135
Laurie J. Hall Trustee
$164K – – –
FMT
136
First Mercantile Trust
Tennessee
$100K -$7.01K -363 -7%
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$90K -$410K -21,341 -82%
ARMC
138
American Research & Management Company
Massachusetts
$87K – – –
BWM
139
Baystate Wealth Management
Massachusetts
$81K +$81K +4,180 New
Toronto Dominion Bank
140
Toronto Dominion Bank
Ontario, Canada
$75K +$75K +3,899 New
1IA
141
1834 Investment Advisors
Wisconsin
$42K -$38.8K -2,000 -48%
AWC
142
Abundance Wealth Counselors
Pennsylvania
$34K +$34K +1,749 New
NFG
143
Next Financial Group
Texas
$19K +$19K +1,000 New
COCM
144
Charter Oak Capital Management
New Hampshire
$10K – – –
AIG
145
American International Group
New York
$1.87K +$5 +256 +0.3%
ADIM
146
Alpha DNA Investment Management
Maryland
$1K +$1K +80 New
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$19 +$19 +1,000 New
SWM
148
Sugarloaf Wealth Management
Georgia
$4 – +1 +0.5%
OFCM
149
One Fin Capital Management
California
– -$13.2M -810,000 Closed
ECA
150
Endeavour Capital Advisors
Connecticut
– -$11.6M -712,730 Closed
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