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Eastern Bankshares

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

75% more call options, than puts

Call options by funds: $4.66M | Put options by funds: $2.67M

14% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 22

0% more funds holding

Funds holding: 212213 (+1)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.31% less ownership

Funds ownership: 52.96%52.65% (-0.31%)

13% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 78

15% less capital invested

Capital invested by funds: $2.1B → $1.78B (-$316M)

Holders
213
Holders Change
+1
Holders Change %
+0.47%
% of All Funds
3.59%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$287M -$4.41M -227,733 -1%
BlackRock
2
BlackRock
New York
$205M -$10.9M -560,398 -5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$117M +$9.57M +493,766 +8%
State Street
4
State Street
Massachusetts
$98.9M -$12.4M -641,625 -11%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$75.5M +$5.51M +284,445 +7%
Brown Advisory
6
Brown Advisory
Maryland
$59.4M -$924K -47,679 -1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$55.2M -$2.09M -107,587 -3%
Capital Research Global Investors
8
Capital Research Global Investors
California
$53.5M
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$51.7M -$649K -33,501 -1%
Goldman Sachs
10
Goldman Sachs
New York
$46M -$8.9M -459,340 -16%
Jennison Associates
11
Jennison Associates
New York
$41.9M +$528K +27,229 +1%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$39.3M -$1.29M -66,374 -3%
FCM
13
FJ Capital Management
Virginia
$35.9M -$15.8M -816,973 -30%
Northern Trust
14
Northern Trust
Illinois
$35.3M +$621K +32,046 +2%
BHIA
15
Birch Hill Investment Advisors
Massachusetts
$33.2M +$543K +28,026 +2%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$24.3M +$19.3M +993,680 +310%
Federated Hermes
17
Federated Hermes
Pennsylvania
$23M -$9.37M -483,446 -28%
Charles Schwab
18
Charles Schwab
California
$22.9M -$577K -29,765 -2%
Norges Bank
19
Norges Bank
Norway
$22M -$2.79M -144,028 -11%
JP Morgan Chase
20
JP Morgan Chase
New York
$21.5M +$2.11M +108,659 +10%
Victory Capital Management
21
Victory Capital Management
Texas
$19.3M +$1.8M +92,863 +10%
GIP
22
Granite Investment Partners
California
$17.2M +$6.42M +331,277 +55%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$17M -$1.36M -70,124 -7%
Citadel Advisors
24
Citadel Advisors
Florida
$15.9M +$14.9M +769,442 +860%
Millennium Management
25
Millennium Management
New York
$15.2M -$580K -29,911 -3%

EBC Hedge Fund Activity: Q2 2022 in Review

213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q2 2022, worth a combined $1.78B — down 15% from $2.1B a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new EBC positions and 22 closed out — a net gain of 3 holders — while 68 added to existing stakes and 78 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $19.3M. The largest seller was FJ Capital Management, cutting an estimated $15.8M.

  • 213 institutional investors held Eastern Bankshares (EBC) as of Q2 2022, up from 212 in Q1 2022.
  • Funds reported $1.78B of Eastern Bankshares stock for Q2 2022, down 15% quarter-over-quarter.
  • 25 funds opened new Eastern Bankshares positions in Q2 2022 and 22 closed out, a net change of +3 holders.
  • The largest Eastern Bankshares buyer in Q2 2022 was Dimensional Fund Advisors, an estimated $19.3M added.
  • The largest Eastern Bankshares seller in Q2 2022 was FJ Capital Management, an estimated $15.8M sold.

Based on aggregated 13F filings for Q2 2022.