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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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65 hedge funds and large institutions have $104M invested in Enterprise Bancorp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $92.6M → $104M (+$11.4M)

5% more funds holding

Funds holding: 62 → 65 (+3)

1.06% more ownership

Funds ownership: 25.53% → 26.59% (+1.1%)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$1.39M
2
BlackRock
BlackRock
New York
+$1.34M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.17M
4
IA
IFP Advisors
Florida
+$640K
5
SCP
Siena Capital Partners
Illinois
+$546K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.31M
2
MI
M3F Inc
Utah
-$874K
3
Citadel Advisors
Citadel Advisors
Florida
-$232K
4
N
Nuveen
North Carolina
-$207K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
Assenagon Asset Management
26
Assenagon Asset Management
Luxembourg
$573K +$535K +16,219 New
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$513K +$2.87K +87 +0.6%
Goldman Sachs
28
Goldman Sachs
New York
$509K +$33.1K +1,003 +7%
SAM
29
Silvercrest Asset Management
New York
$490K – – –
PCA
30
Pallas Capital Advisors
Massachusetts
$458K -$41.7K -1,265 -9%
PCP
31
Proficio Capital Partners
Massachusetts
$449K – – –
MAM
32
Martingale Asset Management
Massachusetts
$438K +$231 +7 +0.1%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$389K +$42.4K +1,286 +13%
BFIM
34
Beese Fulmer Investment Management
Ohio
$365K – – –
PCM
35
Prelude Capital Management
New York
$365K -$59.6K -1,808 -15%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$315K – – –
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$278K -$198 -6 -0.1%
Bank of America
38
Bank of America
North Carolina
$266K +$186K +5,635 +296%
CWM
39
Cabot Wealth Management
Massachusetts
$258K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$255K +$70.5K +2,138 +42%
AllianceBernstein
41
AllianceBernstein
Tennessee
$244K +$3.3K +100 +1%
Barclays
42
Barclays
United Kingdom
$239K +$69.6K +2,110 +45%
MIM
43
MetLife Investment Management
New Jersey
$186K – – –
AIG
44
American International Group
New York
$156K -$528 -16 -0.4%
BNP Paribas Financial Markets
45
BNP Paribas Financial Markets
France
$138K -$23.1K -700 -15%
Deutsche Bank
46
Deutsche Bank
Germany
$136K +$2.04K +62 +2%
California State Teachers Retirement System (CalSTRS)
47
California State Teachers Retirement System (CalSTRS)
California
$132K +$1.39K +42 +1%
Osaic Holdings
48
Osaic Holdings
Arizona
$128K +$396 +12 +0.3%
SG Americas Securities
49
SG Americas Securities
New York
$113K +$105K +3,190 New
UBS Group
50
UBS Group
Switzerland
$99.3K +$86.2K +2,613 +1,307%
1
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EBTC Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2022, worth a combined $104M — up 12% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 2 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Banc Funds Company, cutting an estimated $1.31M.

  • 65 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $104M of Enterprise Bancorp stock for Q4 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q4 2022 was Basswood Capital Management, an estimated $1.39M added.
  • The largest Enterprise Bancorp seller in Q4 2022 was Banc Funds Company, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2022.