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Eastern Bankshares

241 hedge funds and large institutions have $2.33B invested in Eastern Bankshares in 2024 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 106 increasing their positions, 37 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

499% more call options, than puts

Call options by funds: $4.6M | Put options by funds: $768K

224% more first-time investments, than exits

New positions opened: 68 | Existing positions closed: 21

186% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 37

40% more capital invested

Capital invested by funds: $1.67B → $2.33B (+$667M)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

24% more funds holding

Funds holding: 194241 (+47)

1.51% less ownership

Funds ownership: 67.57%66.06% (-1.5%)

Holders
241
Holders Change
+47
Holders Change %
+24.23%
% of All Funds
3.46%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
68
Increased
106
Reduced
37
Closed
21
Calls
$4.6M
Puts
$768K
Net Calls
+$3.83M
Net Calls Change
+$2.16M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$328M +$58.3M +3,688,003 +23%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$302M +$77.7M +4,913,376 +36%
BlackRock
3
BlackRock
New York
$252M +$42.8M +2,703,772 +21%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$161M +$143K +9,067 +0.1%
State Street
5
State Street
Massachusetts
$114M +$18.5M +1,170,276 +20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$109M +$29M +1,837,233 +38%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$75.2M +$13.6M +859,136 +23%
First Trust Advisors
8
First Trust Advisors
Illinois
$67.5M +$5.05M +319,606 +8%
Jennison Associates
9
Jennison Associates
New York
$65.1M +$7.39M +467,663 +13%
Brown Advisory
10
Brown Advisory
Maryland
$57.2M +$2.82M +178,407 +5%
Goldman Sachs
11
Goldman Sachs
New York
$45M +$9.93M +628,216 +30%
Janus Henderson Group
12
Janus Henderson Group
United Kingdom
$44M -$17.9M -1,132,745 -30%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$40.1M -$1.17M -74,278 -3%
Massachusetts Financial Services
14
Massachusetts Financial Services
Massachusetts
$38.3M +$4.12M +260,361 +13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$33.9M -$16.2M -1,025,522 -33%
Charles Schwab
16
Charles Schwab
California
$32.8M +$5.2M +329,133 +20%
Norges Bank
17
Norges Bank
Norway
$31.5M +$8.65M +547,317 +40%
Northern Trust
18
Northern Trust
Illinois
$30.2M +$5.5M +348,018 +23%
SFM
19
Systematic Financial Management
New Jersey
$28.4M +$23.4M +1,481,889 +596%
JP Morgan Chase
20
JP Morgan Chase
New York
$26.1M +$1.37M +86,810 +6%
EB
21
Eastern Bank
Massachusetts
$23.8M +$23M +1,455,096 New
Manulife (Manufacturers Life Insurance)
22
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$22.5M +$48.5K +3,069 +0.2%
FCM
23
Frontier Capital Management
Massachusetts
$20.6M +$19.9M +1,257,048 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$18.3M +$810K +51,255 +5%
ECA
25
Endeavour Capital Advisors
Connecticut
$14.3M +$10.6M +672,261 +337%

EBC Hedge Fund Activity: Q3 2024 in Review

241 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Eastern Bankshares (EBC) for Q3 2024, worth a combined $2.33B — up 40% from $1.67B a quarter earlier.

Buyers outnumbered sellers: 68 funds opened new EBC positions and 21 closed out — a net gain of 47 holders — while 106 added to existing stakes and 37 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $77.7M. The largest seller was FJ Capital Management, cutting an estimated $24.3M.

  • 241 institutional investors held Eastern Bankshares (EBC) as of Q3 2024, up from 194 in Q2 2024.
  • Funds reported $2.33B of Eastern Bankshares stock for Q3 2024, up 40% quarter-over-quarter.
  • 68 funds opened new Eastern Bankshares positions in Q3 2024 and 21 closed out, a net change of +47 holders.
  • The largest Eastern Bankshares buyer in Q3 2024 was Fidelity Investments, an estimated $77.7M added.
  • The largest Eastern Bankshares seller in Q3 2024 was FJ Capital Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q3 2024.