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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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67 hedge funds and large institutions have $105M invested in Enterprise Bancorp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 65 → 67 (+2)

1.61% more ownership

Funds ownership: 26.59% → 28.2% (+1.6%)

2% more capital invested

Capital invested by funds: $104M → $105M (+$1.58M)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.39M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.93M
3
American Century Companies
American Century Companies
Missouri
+$795K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$624K
5
LPL Financial
LPL Financial
California
+$513K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.5M
2
BCM
Basswood Capital Management
New York
-$1.49M
3
Invesco
Invesco
Georgia
-$661K
4
TWM
Trevian Wealth Management
Massachusetts
-$635K
5
PCM
Prelude Capital Management
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$492K +$42.3K +1,226 +9%
RhumbLine Advisers
27
RhumbLine Advisers
Massachusetts
$469K +$12.8K +371 +3%
LPL Financial
28
LPL Financial
California
$468K +$513K +14,867 New
SAM
29
Silvercrest Asset Management
New York
$437K – – –
IA
30
IFP Advisors
Florida
$408K -$328K -9,522 -48%
PCP
31
Proficio Capital Partners
Massachusetts
$400K – – –
PCA
32
Pallas Capital Advisors
Massachusetts
$374K – – –
B
33
Bailard
California
$343K +$376K +10,900 New
Bank of America
34
Bank of America
North Carolina
$328K +$99.8K +2,893 +38%
BFIM
35
Beese Fulmer Investment Management
Ohio
$326K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$319K -$30.2K -877 -8%
Barclays
37
Barclays
United Kingdom
$283K +$77K +2,233 +33%
BNP Paribas Financial Markets
38
BNP Paribas Financial Markets
France
$246K +$134K +3,896 +99%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$238K -$47.2K -1,369 -15%
CWM
40
Cabot Wealth Management
Massachusetts
$230K – – –
JP Morgan Chase
41
JP Morgan Chase
New York
$230K +$1.86K +54 +0.7%
AllianceBernstein
42
AllianceBernstein
Tennessee
$220K +$3.45K +100 +1%
Millennium Management
43
Millennium Management
New York
$220K +$242K +7,004 New
Deutsche Bank
44
Deutsche Bank
Germany
$179K +$63K +1,828 +48%
MIM
45
MetLife Investment Management
New Jersey
$166K – – –
New York State Common Retirement Fund
46
New York State Common Retirement Fund
New York
$157K -$100K -2,900 -37%
AIG
47
American International Group
New York
$142K +$3.07K +89 +2%
Osaic Holdings
48
Osaic Holdings
Arizona
$114K +$483 +14 +0.4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$109K -$8.83K -256 -7%
SG Americas Securities
50
SG Americas Securities
New York
$106K +$6K +174 +5%
1
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EBTC Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2023, worth a combined $105M — up 1.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $7.39M. The largest seller was Banc Funds Company, cutting an estimated $1.5M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $105M of Enterprise Bancorp stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $7.39M added.
  • The largest Enterprise Bancorp seller in Q1 2023 was Banc Funds Company, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2023.