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Eastern Bankshares

219 hedge funds and large institutions have $1.93B invested in Eastern Bankshares in 2022 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 69 increasing their positions, 90 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $6.12M | Put options by funds: $2.86M

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

8% more capital invested

Capital invested by funds: $1.78B → $1.93B (+$151M)

3% more funds holding

Funds holding: 213219 (+6)

2.53% more ownership

Funds ownership: 52.65%55.18% (+2.5%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

23% less repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 90

Holders
219
Holders Change
+6
Holders Change %
+2.82%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
17
Increased
69
Reduced
90
Closed
11
Calls
$6.12M
Puts
$2.86M
Net Calls
+$3.26M
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$302M -$3.29M -164,366 -1%
BlackRock
2
BlackRock
New York
$214M -$3.58M -178,774 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$125M -$155K -7,767 -0.1%
State Street
4
State Street
Massachusetts
$92.8M -$12.7M -633,203 -12%
Wellington Management Group
5
Wellington Management Group
Massachusetts
$91.8M +$11.7M +586,426 +14%
Capital Research Global Investors
6
Capital Research Global Investors
California
$69.6M +$13M +649,276 +22%
Brown Advisory
7
Brown Advisory
Maryland
$62.7M -$456K -22,790 -0.7%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$57.9M -$861K -43,068 -1%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$53.6M +$54.6M +2,727,583 New
Jennison Associates
10
Jennison Associates
New York
$53.1M +$8.61M +430,561 +19%
Goldman Sachs
11
Goldman Sachs
New York
$47.6M -$1.35M -67,589 -3%
William Blair Investment Management
12
William Blair Investment Management
Illinois
$41M -$868K -43,397 -2%
FCM
13
FJ Capital Management
Virginia
$36.7M -$1.46M -73,000 -4%
Northern Trust
14
Northern Trust
Illinois
$36.4M -$1.14M -56,778 -3%
BHIA
15
Birch Hill Investment Advisors
Massachusetts
$35.2M -$63.2K -3,159 -0.2%
Millennium Management
16
Millennium Management
New York
$35.1M +$19.2M +961,171 +116%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$32M +$6.26M +313,222 +24%
Federated Hermes
18
Federated Hermes
Pennsylvania
$31.1M +$6.68M +334,185 +27%
Charles Schwab
19
Charles Schwab
California
$25M +$729K +36,450 +3%
Citadel Advisors
20
Citadel Advisors
Florida
$23.1M +$6.37M +318,524 +37%
Norges Bank
21
Norges Bank
Norway
$22.8M -$663K -33,175 -3%
JP Morgan Chase
22
JP Morgan Chase
New York
$22.1M -$801K -40,048 -3%
Victory Capital Management
23
Victory Capital Management
Texas
$20.4M -$115K -5,751 -0.5%
GIP
24
Granite Investment Partners
California
$19.3M +$1.07M +53,295 +6%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$18.4M +$385K +19,232 +2%

EBC Hedge Fund Activity: Q3 2022 in Review

219 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2022, worth a combined $1.93B — up 8.4% from $1.78B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new EBC positions and 11 closed out — a net gain of 6 holders — while 69 added to existing stakes and 90 trimmed.

The largest buyer was Millennium Management, adding an estimated $19.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $54.5M.

  • 219 institutional investors held Eastern Bankshares (EBC) as of Q3 2022, up from 213 in Q2 2022.
  • Funds reported $1.93B of Eastern Bankshares stock for Q3 2022, up 8.4% quarter-over-quarter.
  • 17 funds opened new Eastern Bankshares positions in Q3 2022 and 11 closed out, a net change of +6 holders.
  • The largest Eastern Bankshares buyer in Q3 2022 was Millennium Management, an estimated $19.2M added.
  • The largest Eastern Bankshares seller in Q3 2022 was T. Rowe Price Associates, an estimated $54.5M sold.

Based on aggregated 13F filings for Q3 2022.