We are live on ! Find out more
EBTC

Enterprise Bancorp

Delisted

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

49 hedge funds and large institutions have $32M invested in Enterprise Bancorp in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more funds holding

Funds holding: 4449 (+5)

15% less capital invested

Capital invested by funds: $37.5M → $32M (-$5.58M)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$190K +$83.1K +3,845 +75%
AllianceBernstein
27
AllianceBernstein
Tennessee
$140K +$143K +6,602 New
NFA
28
Nationwide Fund Advisors
Ohio
$125K -$6.8K -315 -5%
BA
29
BlackRock Advisors
Delaware
$105K +$15.6K +723 +17%
AIG
30
American International Group
New York
$99.9K
ARMC
31
American Research & Management Company
Massachusetts
$68K
CG
32
Colony Group
Massachusetts
$47K
Citigroup
33
Citigroup
New York
$45K -$36K -1,668 -44%
UBS Group
34
UBS Group
Switzerland
$40K +$626 +29 +2%
TCOV
35
Trust Company of Vermont
Vermont
$26K
BPBT
36
Boston Private Bank & Trust
Massachusetts
$21K +$21.6K +1,000 New
GWA
37
Genesis Wealth Advisors
Massachusetts
$15.5K
Invesco
38
Invesco
Georgia
$14K +$238 +11 +2%
OSAM
39
O'Shaughnessy Asset Management
Connecticut
$14K +$5.44K +252 +64%
TRCT
40
Tower Research Capital (TRC)
New York
$14K +$11.8K +547 +536%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$9K -$3.85K -178 -31%
CCMH
42
Cornerstone Capital Management Holdings
New York
$9K +$8.64K +400 New
Wells Fargo
43
Wells Fargo
California
$8K +$842 +39 +11%
Barclays
44
Barclays
United Kingdom
$5K -$8.23K -381 -63%
Federated Hermes
45
Federated Hermes
Pennsylvania
$4K -$1.71K -79 -28%
BNP Paribas Financial Markets
46
BNP Paribas Financial Markets
France
$3.65K +$3.71K +172 New
Deutsche Bank
47
Deutsche Bank
Germany
$1K -$3.33K -154 -69%
Bank of America
48
Bank of America
North Carolina
$1K +$540 +25 New
Manulife (Manufacturers Life Insurance)
49
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$40

EBTC Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2015, worth a combined $32M — down 15% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $243K. The largest seller was Panagora Asset Management, cutting an estimated $231K.

  • 49 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2015, up from 44 in Q4 2014.
  • Funds reported $32M of Enterprise Bancorp stock for Q1 2015, down 15% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q1 2015 and 0 closed out, a net change of +5 holders.
  • The largest Enterprise Bancorp buyer in Q1 2015 was Commonwealth Equity Services, an estimated $243K added.
  • The largest Enterprise Bancorp seller in Q1 2015 was Panagora Asset Management, an estimated $231K sold.

Based on aggregated 13F filings for Q1 2015.