Eastern Bankshares
198 hedge funds and large institutions have $1.89B invested in Eastern Bankshares in 2021 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 69 increasing their positions, 49 reducing their positions, and 15 closing their positions.
1,519% more call options, than puts
Call options by funds: $11M | Put options by funds: $678K
167% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 15
41% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 49
13% more funds holding
Funds holding: 175 → 198 (+23)
2.22% more ownership
Funds ownership: 48.02% → 50.24% (+2.2%)
4% more capital invested
Capital invested by funds: $1.82B → $1.89B (+$71.6M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
+$39M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$21.5M |
| 3 |
Goldman Sachs
New York
|
+$19.4M |
| 4 |
Jennison Associates
New York
|
+$16.8M |
| 5 |
BlackRock
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NM
Newtyn Management
New York
|
-$33.5M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$16.8M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$10.9M |
| 4 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$6.97M |
| 5 |
State Street
Boston,
Massachusetts
|
-$5.73M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AI
201
Atom Investors
Austin,
Texas
| – | -$1.35M | -66,533 | Closed |
|
|
FCH
202
Freestone Capital Holdings
Seattle,
Washington
| – | -$1.01M | -50,000 | Closed |
|
|
CC
203
Cannell & Co
New York
| – | -$853K | -42,000 | Closed |
|
|
TC
204
TwinBeech Capital
Purchase,
New York
| – | -$379K | -18,679 | Closed |
|
|
ECM
205
ExodusPoint Capital Management
New York
| – | -$306K | -15,061 | Closed |
|
206
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$292K | -14,400 | Closed |
|
|
EGM
207
Engineers Gate Manager
New York
| – | -$231K | -11,366 | Closed |
|
208
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$227K | -11,168 | Closed |
|
|
PP
209
Prudential plc
London, England,
United Kingdom
| – | -$205K | -10,084 | Closed |
|
|
QT
210
Quantbot Technologies
New York
| – | -$161K | -7,975 | Closed |
|
211
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$47K | -2,321 | Closed |
|
|
GRP
212
Global Retirement Partners
San Rafael,
California
| – | -$2K | -120 | Closed |
|
213
Rockefeller Capital Management
New York
| – | +$21 | +1 | +3% |
|
EBC Hedge Fund Activity: Q4 2021 in Review
198 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q4 2021, worth a combined $1.89B — up 3.9% from $1.82B a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new EBC positions and 15 closed out — a net gain of 25 holders — while 69 added to existing stakes and 49 trimmed.
The largest buyer was William Blair Investment Management, adding an estimated $39M. The largest seller was Newtyn Management, exiting entirely with an estimated $33.5M sold.
- 198 institutional investors held Eastern Bankshares (EBC) as of Q4 2021, up from 175 in Q3 2021.
- Funds reported $1.89B of Eastern Bankshares stock for Q4 2021, up 3.9% quarter-over-quarter.
- 40 funds opened new Eastern Bankshares positions in Q4 2021 and 15 closed out, a net change of +25 holders.
- The largest Eastern Bankshares buyer in Q4 2021 was William Blair Investment Management, an estimated $39M added.
- The largest Eastern Bankshares seller in Q4 2021 was Newtyn Management, an estimated $33.5M sold.
Based on aggregated 13F filings for Q4 2021.