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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$313M -$6.83M -356,964 -2%
BlackRock
2
BlackRock
New York
$231M -$14.3M -746,050 -6%
State Street
3
State Street
Massachusetts
$114M -$18.7M -978,702 -15%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$87.8M +$4.53M +236,746 +6%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$70.3M -$144K -7,546 -0.2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$63.9M -$1.99M -103,827 -3%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$57.8M +$1.26M +65,597 +2%
FCM
8
FJ Capital Management
Virginia
$57.7M +$804K +42,000 +2%
Brown Advisory
9
Brown Advisory
Maryland
$57.1M +$1.13M +58,865 +2%
EMFAT
10
Emerald Mutual Fund Advisers Trust
Pennsylvania
$44.7M
EA
11
Emerald Advisers
Pennsylvania
$41.1M +$1.32M +68,781 +4%
Goldman Sachs
12
Goldman Sachs
New York
$38.5M +$29.2M +1,524,092 +409%
BHIA
13
Birch Hill Investment Advisors
Massachusetts
$36.9M +$401K +20,950 +1%
Northern Trust
14
Northern Trust
Illinois
$34.4M -$1.97M -102,867 -6%
NM
15
Newtyn Management
New York
$33.5M
Federated Hermes
16
Federated Hermes
Pennsylvania
$33.5M -$750K -39,187 -2%
Jennison Associates
17
Jennison Associates
New York
$26.5M -$1.36M -71,228 -5%
Charles Schwab
18
Charles Schwab
California
$24.1M -$1.32M -68,954 -5%
Norges Bank
19
Norges Bank
Norway
$23.4M -$1M -52,433 -4%
DCM
20
Driehaus Capital Management
Illinois
$21M
JP Morgan Chase
21
JP Morgan Chase
New York
$20.2M -$3.03M -158,507 -14%
American Century Companies
22
American Century Companies
Missouri
$17.1M -$22.8K -1,190 -0.1%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$15.5M +$550K +28,732 +4%
Victory Capital Management
24
Victory Capital Management
Texas
$15.5M +$2.13M +111,103 +17%
VOYA Investment Management
25
VOYA Investment Management
Georgia
$14.2M -$1.11M -58,133 -8%

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.