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EBTC

Enterprise Bancorp

Delisted

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

63 hedge funds and large institutions have $118M invested in Enterprise Bancorp in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 24 increasing their positions, 21 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 21

0.08% more ownership

Funds ownership: 30.22%30.31% (+0.08%)

3% less funds holding

Funds holding: 6563 (-2)

19% less capital invested

Capital invested by funds: $146M → $118M (-$28M)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

Holders
63
Holders Change
-2
Holders Change %
-3.08%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
24
Reduced
21
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RhumbLine Advisers
26
RhumbLine Advisers
Massachusetts
$440K +$27.6K +807 +6%
Goldman Sachs
27
Goldman Sachs
New York
$417K -$21.8K -637 -5%
Invesco
28
Invesco
Georgia
$412K +$151K +4,427 +53%
MAM
29
Martingale Asset Management
Massachusetts
$400K +$103 +3 +0%
PCM
30
Prelude Capital Management
New York
$385K +$13.7K +400 +3%
PCP
31
Proficio Capital Partners
Massachusetts
$350K +$160K +4,670 +75%
Millennium Management
32
Millennium Management
New York
$335K +$356K +10,407 New
BFIM
33
Beese Fulmer Investment Management
Ohio
$333K
TWM
34
Trevian Wealth Management
Massachusetts
$303K +$135K +3,948 +72%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$293K -$17.7K -517 -5%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$287K -$10.5K -308 -3%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$253K -$752 -22 -0.3%
CWM
38
Cabot Wealth Management
Massachusetts
$235K
AllianceBernstein
39
AllianceBernstein
Tennessee
$212K +$13.7K +400 +6%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$171K +$1.02K +30 +0.6%
MIM
41
MetLife Investment Management
New Jersey
$169K
JP Morgan Chase
42
JP Morgan Chase
New York
$162K -$149K -4,372 -47%
Deutsche Bank
43
Deutsche Bank
Germany
$142K -$21.5K -630 -13%
AIG
44
American International Group
New York
$141K -$8K -234 -5%
Barclays
45
Barclays
United Kingdom
$129K -$35.4K -1,037 -21%
California State Teachers Retirement System (CalSTRS)
46
California State Teachers Retirement System (CalSTRS)
California
$128K +$1.16K +34 +0.9%
Osaic Holdings
47
Osaic Holdings
Arizona
$115K +$410 +12 +0.3%
SG Americas Securities
48
SG Americas Securities
New York
$109K +$116K +3,392 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$84K +$18.1K +529 +25%
Bank of America
50
Bank of America
North Carolina
$59K -$98K -2,869 -61%

EBTC Hedge Fund Activity: Q2 2022 in Review

63 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2022, worth a combined $118M — down 19% from $146M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EBTC and 4 opened new positions — a net loss of 1 holder — while 21 trimmed existing stakes and 24 added.

The largest buyer was Bridgeway Capital Management, adding an estimated $1.23M. The largest seller was Monarch Partners Asset Management, cutting an estimated $1.32M.

  • 63 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2022, down from 65 in Q1 2022.
  • Funds reported $118M of Enterprise Bancorp stock for Q2 2022, down 19% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q2 2022 and 5 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q2 2022 was Bridgeway Capital Management, an estimated $1.23M added.
  • The largest Enterprise Bancorp seller in Q2 2022 was Monarch Partners Asset Management, an estimated $1.32M sold.

Based on aggregated 13F filings for Q2 2022.