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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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44 hedge funds and large institutions have $37.5M invested in Enterprise Bancorp in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $27.1M → $37.5M (+$10.4M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 46 → 44 (-2)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$728K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$705K
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$224K
4
State Street
State Street
Massachusetts
+$118K
5
Citigroup
Citigroup
New York
+$72.1K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$245K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$181K
3
BFC
Banc Funds Company
Illinois
-$118K
4
TRCT
Tower Research Capital (TRC)
New York
-$90.7K
5
BIT
BlackRock Institutional Trust
California
-$65.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
26
Nationwide Fund Advisors
Ohio
$156K +$2.1K +93 +2%
Morgan Stanley
27
Morgan Stanley
New York
$129K -$204 -9 -0.2%
AIG
28
American International Group
New York
$119K -$4.23K -187 -4%
BA
29
BlackRock Advisors
Delaware
$106K -$4.64K -205 -5%
Citigroup
30
Citigroup
New York
$96K +$72.1K +3,188 +522%
ARMC
31
American Research & Management Company
Massachusetts
$81K – – –
CG
32
Colony Group
Massachusetts
$56K – – –
UBS Group
33
UBS Group
Switzerland
$46K +$41.6K +1,839 New
TCOV
34
Trust Company of Vermont
Vermont
$30K – – –
Invesco
35
Invesco
Georgia
$16K +$679 +30 +5%
GWA
36
Genesis Wealth Advisors
Massachusetts
$15.5K +$16.4K +725 New
Barclays
37
Barclays
United Kingdom
$15K +$8.1K +358 +144%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$14K +$4.03K +178 +45%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$10K +$6.18K +273 +229%
Wells Fargo
40
Wells Fargo
California
$9K +$45 +2 +0.6%
Federated Hermes
41
Federated Hermes
Pennsylvania
$7K +$6.49K +287 New
Deutsche Bank
42
Deutsche Bank
Germany
$5K +$3.33K +147 +193%
TRCT
43
Tower Research Capital (TRC)
New York
$3K -$90.7K -4,011 -98%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48 -$3.73K -165 -8%
Stifel Financial
45
Stifel Financial
Missouri
– -$245K -13,037 Closed
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
– -$6.73K -357 Closed
Ameriprise
47
Ameriprise
Minnesota
– -$6K -330 Closed
Bank of America
48
Bank of America
North Carolina
– -$1K -66 Closed
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EBTC Hedge Fund Activity: Q4 2014 in Review

44 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2014, worth a combined $37.5M — up 38% from $27.1M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $728K. The largest seller was Stifel Financial, exiting entirely with an estimated $245K sold.

  • 44 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2014, down from 46 in Q3 2014.
  • Funds reported $37.5M of Enterprise Bancorp stock for Q4 2014, up 38% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q4 2014 and 4 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $728K added.
  • The largest Enterprise Bancorp seller in Q4 2014 was Stifel Financial, an estimated $245K sold.

Based on aggregated 13F filings for Q4 2014.