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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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56 hedge funds and large institutions have $86.2M invested in Enterprise Bancorp in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

0.09% more ownership

Funds ownership: 21.35% → 21.43% (+0.09%)

3% less funds holding

Funds holding: 58 → 56 (-2)

14% less capital invested

Capital invested by funds: $101M → $86.2M (-$14.5M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
28
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$422K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$348K
3
State Street
State Street
Massachusetts
+$326K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$314K
5
Renaissance Technologies
Renaissance Technologies
New York
+$245K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$443K
3
First Trust Advisors
First Trust Advisors
Illinois
-$396K
4
BCM
Basswood Capital Management
New York
-$241K
5
Morgan Stanley
Morgan Stanley
New York
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
26
California State Teachers Retirement System (CalSTRS)
California
$510K +$3.56K +97 +0.7%
SAM
27
Silvercrest Asset Management
New York
$478K – – –
Wells Fargo
28
Wells Fargo
California
$454K +$21.8K +594 +5%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$394K +$73 +2 +0%
New York State Common Retirement Fund
30
New York State Common Retirement Fund
New York
$378K – – –
RhumbLine Advisers
31
RhumbLine Advisers
Massachusetts
$325K +$2.46K +67 +0.7%
AllianceBernstein
32
AllianceBernstein
Tennessee
$230K +$7.34K +200 +3%
AIG
33
American International Group
New York
$220K +$4.22K +115 +2%
Bank of America
34
Bank of America
North Carolina
$158K +$59K +1,608 +54%
RQS
35
Ramsey Quantitative Systems
Kentucky
$146K +$25.5K +694 +19%
MIM
36
MetLife Investment Management
New Jersey
$140K – – –
Barclays
37
Barclays
United Kingdom
$135K +$103K +2,815 +250%
Bessemer Group
38
Bessemer Group
New Jersey
$131K +$33K +900 +31%
MLICM
39
Metropolitan Life Insurance Company (MetLife)
New York
$110K – – –
ARMC
40
American Research & Management Company
Massachusetts
$110K – – –
UBS Group
41
UBS Group
Switzerland
$106K +$67.4K +1,838 +149%
Citigroup
42
Citigroup
New York
$91K +$15.1K +412 +18%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$78K – – –
JP Morgan Chase
44
JP Morgan Chase
New York
$77K +$10.1K +276 +14%
Legal & General Group
45
Legal & General Group
United Kingdom
$51K – – –
TCOV
46
Trust Company of Vermont
Vermont
$43K – – –
BWM
47
Baystate Wealth Management
Massachusetts
$30K +$110 +3 +0.3%
AIP
48
Ameritas Investment Partners
Nebraska
$27K – – –
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$19K +$2.2K +60 +12%
BNP Paribas Financial Markets
50
BNP Paribas Financial Markets
France
$10.7K – – –
1
2
3

EBTC Hedge Fund Activity: Q3 2018 in Review

56 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2018, worth a combined $86.2M — down 14% from $101M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EBTC and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 28 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $422K. The largest seller was Banc Funds Company, cutting an estimated $1.1M.

  • 56 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2018, down from 58 in Q2 2018.
  • Funds reported $86.2M of Enterprise Bancorp stock for Q3 2018, down 14% quarter-over-quarter.
  • 1 fund opened new Enterprise Bancorp positions in Q3 2018 and 3 closed out, a net change of -2 holders.
  • The largest Enterprise Bancorp buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $422K added.
  • The largest Enterprise Bancorp seller in Q3 2018 was Banc Funds Company, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2018.