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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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63 hedge funds and large institutions have $138M invested in Enterprise Bancorp in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 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

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $105M → $138M (+$33.1M)

9% more funds holding

Funds holding: 58 → 63 (+5)

1.29% more ownership

Funds ownership: 24.38% → 25.67% (+1.3%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
24
Reduced
15
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$3.35M
2
MPAM
Monarch Partners Asset Management
Massachusetts
+$1.76M
3
EPCA
Elizabeth Park Capital Advisors
Ohio
+$1.36M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$826K
5
BPA
Beacon Pointe Advisors
California
+$587K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$1.09M
2
FDCC
Foster Dykema Cabot & Co
Massachusetts
-$970K
3
MCM
Maltese Capital Management
New York
-$899K
4
Renaissance Technologies
Renaissance Technologies
New York
-$749K
5
N
Nuveen
North Carolina
-$142K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$664K +$296K +7,463 +102%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$628K -$793 -20 -0.1%
SAM
28
Silvercrest Asset Management
New York
$624K – – –
MAM
29
Martingale Asset Management
Massachusetts
$558K +$11.9K +300 +2%
Goldman Sachs
30
Goldman Sachs
New York
$550K -$8.09K -204 -2%
Bank of America
31
Bank of America
North Carolina
$498K -$46K -1,160 -9%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$496K +$101K +2,538 +30%
BFIM
33
Beese Fulmer Investment Management
Ohio
$465K – – –
PCM
34
Prelude Capital Management
New York
$437K +$69.6K +1,756 +22%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$415K -$9.67K -244 -3%
New York State Common Retirement Fund
36
New York State Common Retirement Fund
New York
$354K +$238 +6 +0.1%
CWM
37
Cabot Wealth Management
Massachusetts
$328K – – –
ZCM
38
Zebra Capital Management
Connecticut
$316K -$52.8K -1,331 -16%
AllianceBernstein
39
AllianceBernstein
Tennessee
$283K -$7.93K -200 -3%
PCP
40
Proficio Capital Partners
Massachusetts
$279K – – –
Deutsche Bank
41
Deutsche Bank
Germany
$253K +$11.9K +300 +6%
First Trust Advisors
42
First Trust Advisors
Illinois
$251K +$221K +5,581 New
TWM
43
Trevian Wealth Management
Massachusetts
$245K +$216K +5,460 New
Fidelity Investments
44
Fidelity Investments
Massachusetts
$237K – – –
HG
45
Harbor Group
New Hampshire
$231K +$204K +5,136 New
Wells Fargo
46
Wells Fargo
California
$231K +$204K +5,145 +514,500%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$225K – – –
AIG
48
American International Group
New York
$221K -$5.91K -149 -3%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$199K +$74.7K +1,886 +74%
UBS Group
50
UBS Group
Switzerland
$172K +$136K +3,440 +912%
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EBTC Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2021, worth a combined $138M — up 31% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35M. The largest seller was M3F Inc, cutting an estimated $1.09M.

  • 63 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $138M of Enterprise Bancorp stock for Q4 2021, up 31% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest Enterprise Bancorp buyer in Q4 2021 was BlackRock, an estimated $3.35M added.
  • The largest Enterprise Bancorp seller in Q4 2021 was M3F Inc, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2021.