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EBTC

Enterprise Bancorp

Delisted

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

49 hedge funds and large institutions have $70.6M invested in Enterprise Bancorp in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $55.9M → $70.6M (+$14.8M)

0.9% more ownership

Funds ownership: 22.32%23.22% (+0.9%)

2% less funds holding

Funds holding: 5049 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
25
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
26
Silvercrest Asset Management
New York
$355K
California State Teachers Retirement System (CalSTRS)
27
California State Teachers Retirement System (CalSTRS)
California
$354K
Goldman Sachs
28
Goldman Sachs
New York
$332K +$29K +1,182 +10%
ZCM
29
Zebra Capital Management
Connecticut
$319K -$9.51K -387 -3%
BPA
30
Beacon Pointe Advisors
California
$303K +$292K +11,863 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$274K +$25 +1 +0%
AllianceBernstein
32
AllianceBernstein
Tennessee
$253K -$7.37K -300 -3%
Russell Investments Group
33
Russell Investments Group
United Kingdom
$204K -$118K -4,789 -37%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$199K
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$170K +$65.2K +2,654 +66%
Deutsche Bank
36
Deutsche Bank
Germany
$163K +$44.8K +1,824 +40%
Barclays
37
Barclays
United Kingdom
$157K -$13.1K -533 -8%
TRCT
38
Tower Research Capital (TRC)
New York
$108K -$143K -5,806 -58%
TF
39
TimeScale Financial
Massachusetts
$68K +$418 +17 +0.6%
UBS Group
40
UBS Group
Switzerland
$65K +$62.5K +2,543 New
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$58.1K +$5.36K +218 +11%
Citigroup
42
Citigroup
New York
$45K +$32.4K +1,319 +305%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$37K +$23.7K +965 +231%
BWM
44
Baystate Wealth Management
Massachusetts
$24K +$147 +6 +0.6%
AIP
45
Ameritas Investment Partners
Nebraska
$20K
Legal & General Group
46
Legal & General Group
United Kingdom
$20K
Fidelity Investments
47
Fidelity Investments
Massachusetts
$8K +$25 +1 +0.3%
CWAF
48
Core Wealth Advisors (Florida)
Florida
$5K
AIG
49
American International Group
New York
$133 -$3.69K -150 -3%
MAM
50
Martingale Asset Management
Massachusetts
-$217K -10,307 Closed

EBTC Hedge Fund Activity: Q4 2020 in Review

49 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2020, worth a combined $70.6M — up 26% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EBTC and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 25 added.

The largest buyer was M3F Inc, adding an estimated $1.06M. The largest seller was Bank of New York Mellon, cutting an estimated $268K.

  • 49 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2020, down from 50 in Q3 2020.
  • Funds reported $70.6M of Enterprise Bancorp stock for Q4 2020, up 26% quarter-over-quarter.
  • 2 funds opened new Enterprise Bancorp positions in Q4 2020 and 3 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q4 2020 was M3F Inc, an estimated $1.06M added.
  • The largest Enterprise Bancorp seller in Q4 2020 was Bank of New York Mellon, an estimated $268K sold.

Based on aggregated 13F filings for Q4 2020.