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Eastern Bankshares

182 hedge funds and large institutions have $1.59B invested in Eastern Bankshares in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 52 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

372% more call options, than puts

Call options by funds: $4.15M | Put options by funds: $880K

20% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 25

19% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 52

19% more capital invested

Capital invested by funds: $1.34B → $1.59B (+$254M)

3.08% more ownership

Funds ownership: 60.56%63.65% (+3.1%)

2% more funds holding

Funds holding: 179182 (+3)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
182
Holders Change
+3
Holders Change %
+1.68%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
30
Increased
62
Reduced
52
Closed
25
Calls
$4.15M
Puts
$880K
Net Calls
+$3.27M
Net Calls Change
+$1.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$233M +$198K +15,850 +0.1%
T. Rowe Price Investment Management
2
T. Rowe Price Investment Management
Maryland
$188M -$1.06M -85,008 -0.6%
BlackRock
3
BlackRock
New York
$179M +$15.4M +1,230,940 +11%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$157M +$13.7M +1,097,788 +11%
State Street
5
State Street
Massachusetts
$77.2M +$10.1M +805,236 +17%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$53.9M +$7.92M +634,133 +20%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$49.4M +$1.7M +136,049 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$49.2M +$6.99M +559,754 +19%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$48.2M +$9.1M +728,869 +27%
Brown Advisory
10
Brown Advisory
Maryland
$44.9M -$8.27M -662,333 -17%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$35.8M -$640K -51,239 -2%
Jennison Associates
12
Jennison Associates
New York
$34.3M -$10.1M -809,164 -25%
Goldman Sachs
13
Goldman Sachs
New York
$31.7M +$2.41M +193,151 +9%
JP Morgan Chase
14
JP Morgan Chase
New York
$27.1M +$7.69M +615,579 +48%
Norges Bank
15
Norges Bank
Norway
$24.5M +$2.85M +228,305 +15%
Morgan Stanley
16
Morgan Stanley
New York
$23.7M +$16M +1,278,697 +327%
Manulife (Manufacturers Life Insurance)
17
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$23M +$19.3M +1,544,181 +1,966%
Northern Trust
18
Northern Trust
Illinois
$22.5M +$1.16M +93,181 +6%
Charles Schwab
19
Charles Schwab
California
$22M +$881K +70,561 +5%
Citadel Advisors
20
Citadel Advisors
Florida
$16.6M -$19.1M -1,532,177 -57%
Ameriprise
21
Ameriprise
Minnesota
$16.4M +$1.22M +97,548 +9%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$15.3M +$2.31M +184,978 +21%
MI
23
M3F Inc
Utah
$13.2M -$5.74M -459,519 -33%
Impax Asset Management Group
24
Impax Asset Management Group
United Kingdom
$10.7M
Renaissance Technologies
25
Renaissance Technologies
New York
$10.1M +$873K +69,912 +11%

EBC Hedge Fund Activity: Q4 2023 in Review

182 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q4 2023, worth a combined $1.59B — up 19% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new EBC positions and 25 closed out — a net gain of 5 holders — while 62 added to existing stakes and 52 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $19.3M. The largest seller was Citadel Advisors, cutting an estimated $19.1M.

  • 182 institutional investors held Eastern Bankshares (EBC) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.59B of Eastern Bankshares stock for Q4 2023, up 19% quarter-over-quarter.
  • 30 funds opened new Eastern Bankshares positions in Q4 2023 and 25 closed out, a net change of +5 holders.
  • The largest Eastern Bankshares buyer in Q4 2023 was Manulife (Manufacturers Life Insurance), an estimated $19.3M added.
  • The largest Eastern Bankshares seller in Q4 2023 was Citadel Advisors, an estimated $19.1M sold.

Based on aggregated 13F filings for Q4 2023.