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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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62 hedge funds and large institutions have $92.6M invested in Enterprise Bancorp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

2% less funds holding

Funds holding: 63 → 62 (-1)

4.78% less ownership

Funds ownership: 30.31% → 25.53% (-4.8%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

22% less capital invested

Capital invested by funds: $118M → $92.6M (-$25.5M)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MPAM
Monarch Partners Asset Management
Massachusetts
+$463K
2
Citadel Advisors
Citadel Advisors
Florida
+$249K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$209K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113K
5
MI
M3F Inc
Utah
+$102K

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.18M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$608K
4
BlackRock
BlackRock
New York
-$442K
5
Millennium Management
Millennium Management
New York
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
26
Proficio Capital Partners
Massachusetts
$380K +$59K +1,834 +17%
MAM
27
Martingale Asset Management
Massachusetts
$372K – – –
PCM
28
Prelude Capital Management
New York
$363K +$6.43K +200 +2%
TWM
29
Trevian Wealth Management
Massachusetts
$328K +$49.6K +1,544 +16%
BFIM
30
Beese Fulmer Investment Management
Ohio
$310K – – –
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$291K +$21.3K +661 +7%
Invesco
32
Invesco
Georgia
$283K -$106K -3,308 -26%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$267K +$32 +1 +0%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$236K +$739 +23 +0.3%
Citadel Advisors
35
Citadel Advisors
Florida
$232K +$249K +7,760 New
CWM
36
Cabot Wealth Management
Massachusetts
$219K – – –
AllianceBernstein
37
AllianceBernstein
Tennessee
$203K +$6.43K +200 +3%
MIM
38
MetLife Investment Management
New Jersey
$157K – – –
Fidelity Investments
39
Fidelity Investments
Massachusetts
$154K -$6.11K -190 -4%
JP Morgan Chase
40
JP Morgan Chase
New York
$153K +$3.31K +103 +2%
Barclays
41
Barclays
United Kingdom
$139K +$20.9K +650 +16%
BNP Paribas Financial Markets
42
BNP Paribas Financial Markets
France
$138K +$64.5K +2,007 +77%
AIG
43
American International Group
New York
$133K +$1.99K +62 +1%
Deutsche Bank
44
Deutsche Bank
Germany
$113K -$20K -622 -14%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$110K -$9.87K -307 -8%
Osaic Holdings
46
Osaic Holdings
Arizona
$107K +$386 +12 +0.3%
Bank of America
47
Bank of America
North Carolina
$57K +$2.06K +64 +3%
AB
48
Amalgamated Bank
New York
$35K – – –
BWM
49
Baystate Wealth Management
Massachusetts
$29K +$193 +6 +0.6%
Legal & General Group
50
Legal & General Group
United Kingdom
$27K +$4.98K +155 +20%
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EBTC Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2022, worth a combined $92.6M — down 22% from $118M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EBTC and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 27 added.

The largest buyer was Monarch Partners Asset Management, adding an estimated $463K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $15.7M sold.

  • 62 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2022, down from 63 in Q2 2022.
  • Funds reported $92.6M of Enterprise Bancorp stock for Q3 2022, down 22% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q3 2022 was Monarch Partners Asset Management, an estimated $463K added.
  • The largest Enterprise Bancorp seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2022.