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Eastern Bankshares

239 hedge funds and large institutions have $2.3B invested in Eastern Bankshares in 2024 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 105 increasing their positions, 37 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
239
Holders Change
+45
Holders Change %
+23.2%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
67
Increased
105
Reduced
37
Closed
22
Calls
$4.6M
Puts
$768K
Net Calls
+$3.83M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Shares
Change %
BFO
126
Boston Family Office
Massachusetts
$468K +$468K +28,581 New
Pictet Asset Management
127
Pictet Asset Management
Switzerland
$467K +$142K +8,678 +44%
SC
128
Savant Capital
Illinois
$462K +$462K +28,199 New
FWM
129
Finer Wealth Management
Massachusetts
$462K +$1.61K +98 +0.3%
KeyBank National Association
130
KeyBank National Association
Ohio
$455K +$95.4K +5,821 +26%
MLL
131
Moody Lynn & Lieberson
Massachusetts
$454K +$454K +27,673 New
WJWM
132
Williams Jones Wealth Management
New York
$445K +$445K +27,140 New
FLPIM
133
F.L. Putnam Investment Management
Massachusetts
$428K +$428K +26,134 New
HSBC Holdings
134
HSBC Holdings
United Kingdom
$403K +$114K +6,902 +39%
EBT
135
Enterprise Bank & Trust
Massachusetts
$384K +$384K +23,434 New
TSS
136
Two Sigma Securities
New York
$363K +$363K +22,122 New
AI
137
Atria Investments
North Carolina
$352K +$59.6K +3,634 +20%
GFA
138
Gallagher Fiduciary Advisors
Illinois
$352K +$85.4K +5,212 +32%
VCA
139
Verdence Capital Advisors
Maryland
$336K +$17.6K +1,075 +6%
IWC
140
Integrated Wealth Concepts
Massachusetts
$327K -$309K -18,827 -49%
DT
141
Diversified Trust
Tennessee
$323K +$36.1K +2,204 +13%
KP
142
Kitching Partners
Pennsylvania
$322K +$322K +19,624 New
TRCT
143
Tower Research Capital (TRC)
New York
$321K -$404K -24,635 -56%
ORC
144
O'Rourke & Company
Massachusetts
$321K -$97.4K -5,945 -23%
AIP
145
Ameritas Investment Partners
Nebraska
$320K +$70.8K +4,321 +28%
FC
146
FORA Capital
Florida
$314K +$314K +19,154 New
Public Employees Retirement Association of Colorado
147
Public Employees Retirement Association of Colorado
Colorado
$308K
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
$305K +$305K +18,623 New
Cerity Partners
149
Cerity Partners
New York
$305K +$305K +18,595 New
SCI
150
S&CO Inc
Massachusetts
$302K +$302K +18,450 New