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EBTC

Enterprise Bancorp
EBTC

Delisted

EBTC was delisted on the 30th of June, 2025.

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46 hedge funds and large institutions have $27.1M invested in Enterprise Bancorp in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

12% more funds holding

Funds holding: 41 → 46 (+5)

0% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 12

3% less capital invested

Capital invested by funds: $28.1M → $27.1M (-$955K)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.24M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
+$331K
3
Charles Schwab
Charles Schwab
California
+$275K
4
Stifel Financial
Stifel Financial
Missouri
+$258K
5
TRCT
Tower Research Capital (TRC)
New York
+$81.3K

Top Sellers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
-$293K
2
BFA
BlackRock Fund Advisors
California
-$201K
3
BFC
Banc Funds Company
Illinois
-$98.9K
4
PAM
Panagora Asset Management
Massachusetts
-$41.9K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$115K – – –
Morgan Stanley
27
Morgan Stanley
New York
$96K -$3.46K -175 -3%
AIG
28
American International Group
New York
$92.1K -$59 -3 -0.1%
BA
29
BlackRock Advisors
Delaware
$83K – – –
TRCT
30
Tower Research Capital (TRC)
New York
$78K +$81.3K +4,113 New
ARMC
31
American Research & Management Company
Massachusetts
$60K – – –
CG
32
Colony Group
Massachusetts
$42K – – –
U
33
UBS
Switzerland
$31K +$32.3K +1,632 New
TCOV
34
Trust Company of Vermont
Vermont
$23K – – –
Citigroup
35
Citigroup
New York
$12K +$6.88K +348 +132%
Invesco
36
Invesco
Georgia
$11K – – –
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$8K – – –
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$6.73K +$6.58K +333 +1,388%
Wells Fargo
39
Wells Fargo
California
$6K -$3.7K -187 -35%
Ameriprise
40
Ameriprise
Minnesota
$6K +$3.66K +185 +128%
GSC
41
Ground Swell Capital
South Carolina
$5K +$3.5K +177 +174%
Barclays
42
Barclays
United Kingdom
$4K +$2.27K +115 +86%
OSAM
43
O'Shaughnessy Asset Management
Connecticut
$2K +$2.35K +119 New
Deutsche Bank
44
Deutsche Bank
Germany
$1K +$652 +33 +77%
Bank of America
45
Bank of America
North Carolina
$1K +$1.3K +66 New
Manulife (Manufacturers Life Insurance)
46
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$39 +$40.5K +2,049 New
OCG
47
Opus Capital Group
Ohio
– -$293K -14,200 Closed
VFA
48
Virtus Fund Advisers
Connecticut
– -$13K -637 Closed
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
– -$4K -180 Closed
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EBTC Hedge Fund Activity: Q3 2014 in Review

46 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2014, worth a combined $27.1M — down 3.4% from $28.1M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $1.24M. The largest seller was Opus Capital Group, exiting entirely with an estimated $293K sold.

  • 46 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2014, up from 41 in Q2 2014.
  • Funds reported $27.1M of Enterprise Bancorp stock for Q3 2014, down 3.4% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q3 2014 and 3 closed out, a net change of +5 holders.
  • The largest Enterprise Bancorp buyer in Q3 2014 was Wellington Management Group, an estimated $1.24M added.
  • The largest Enterprise Bancorp seller in Q3 2014 was Opus Capital Group, an estimated $293K sold.

Based on aggregated 13F filings for Q3 2014.