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Eastern Bankshares
EBC

Overview Fund Activity

213 hedge funds and large institutions have $1.78B invested in Eastern Bankshares in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 68 increasing their positions, 78 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.6%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
25
Increased
68
Reduced
78
Closed
22
Calls
$4.66M
Puts
$2.67M
Net Calls
+$1.99M
Net Calls Change
-$3.63M

Top Buyers

1
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$24.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$15.9M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$8.34M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$8.08M

Top Sellers

1
FCM
1
FJ Capital Management
Virginia
$35.9M
2
State Street
2
State Street
Massachusetts
$98.9M
3
BlackRock
3
BlackRock
New York
$205M
4
EA
4
Emerald Advisers
Pennsylvania
$0
5
Federated Hermes
5
Federated Hermes
Pennsylvania
$23M
Name Holding Trade Value Shares
Change 		Shares
Change %
SPP
126
Single Point Partners
Massachusetts
$620K -$45.7K -2,475 -7%
CAG
127
Csenge Advisory Group
Florida
$589K +$23K +1,247 +4%
CWM
128
Cabot Wealth Management
Massachusetts
$581K -$36.9K -2,000 -6%
SW
129
SVB Wealth
Massachusetts
$528K +$84.9K +4,600 +19%
ACM
130
AlphaCrest Capital Management
New York
$502K +$502K +27,207 New
EGM
131
Engineers Gate Manager
New York
$498K +$498K +26,951 New
Teacher Retirement System of Texas
132
Teacher Retirement System of Texas
Texas
$491K -$140K -7,610 -22%
TFA
133
Toth Financial Advisory
Virginia
$489K +$489K +26,500 New
DT
134
Diversified Trust
Tennessee
$486K – – –
FWM
135
Finer Wealth Management
Massachusetts
$480K +$2.55K +138 +0.5%
SW
136
SteelPeak Wealth
California
$462K – – –
BTW
137
Boston Trust Walden
Massachusetts
$461K – – –
Envestnet Asset Management
138
Envestnet Asset Management
Illinois
$459K +$48.6K +2,636 +12%
Public Employees Retirement Association of Colorado
139
Public Employees Retirement Association of Colorado
Colorado
$446K – – –
AAM
140
Aureus Asset Management
Massachusetts
$432K -$197K -10,700 -31%
MLL
141
Moody Lynn & Lieberson
Massachusetts
$412K -$517 -28 -0.1%
HighTower Advisors
142
HighTower Advisors
Illinois
$402K +$40.2K +2,172 +11%
AB
143
Amalgamated Bank
New York
$395K -$18.1K -981 -4%
Zurich Cantonal Bank
144
Zurich Cantonal Bank
Switzerland
$378K -$53.5K -2,894 -12%
BFS
145
Bickling Financial Services
Massachusetts
$369K – – –
NIM
146
Northeast Investment Management
Massachusetts
$369K – – –
Osaic Holdings
147
Osaic Holdings
Arizona
$368K -$129K -6,993 -26%
Citigroup
148
Citigroup
New York
$350K +$66.7K +3,614 +24%
LPL Financial
149
LPL Financial
California
$349K +$58.9K +3,196 +20%
Royal Bank of Canada
150
Royal Bank of Canada
Ontario, Canada
$347K +$43.7K +2,369 +14%
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6
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