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EBTC

Enterprise Bancorp

Delisted

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

68 hedge funds and large institutions have $104M invested in Enterprise Bancorp in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

1% more funds holding

Funds holding: 6768 (+1)

1.28% more ownership

Funds ownership: 28.2%29.49% (+1.3%)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.22M)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
30
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
26
Wellington Management Group
Massachusetts
$524K
N
27
Nuveen
North Carolina
$524K -$198K -6,800 -27%
MAM
28
Martingale Asset Management
Massachusetts
$493K +$29.2K +1,003 +6%
Millennium Management
29
Millennium Management
New York
$480K +$279K +9,589 +137%
B
30
Bailard
California
$443K +$128K +4,400 +40%
PAM
31
Panagora Asset Management
Massachusetts
$429K -$150K -5,147 -26%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$426K -$5.2K -179 -1%
SAM
33
Silvercrest Asset Management
New York
$402K
PCA
34
Pallas Capital Advisors
Massachusetts
$368K
PCP
35
Proficio Capital Partners
Massachusetts
$368K
LPL Financial
36
LPL Financial
California
$349K -$81.5K -2,805 -19%
Citadel Advisors
37
Citadel Advisors
Florida
$337K +$338K +11,640 New
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$308K +$13.9K +477 +5%
BFIM
39
Beese Fulmer Investment Management
Ohio
$300K
IA
40
IFP Advisors
Florida
$295K
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$261K +$42.1K +1,447 +19%
JP Morgan Chase
42
JP Morgan Chase
New York
$234K +$22.9K +788 +11%
Bank of America
43
Bank of America
North Carolina
$232K -$70K -2,410 -23%
AllianceBernstein
44
AllianceBernstein
Tennessee
$230K +$27.6K +950 +14%
CWM
45
Cabot Wealth Management
Massachusetts
$211K
Barclays
46
Barclays
United Kingdom
$178K -$82.4K -2,835 -32%
UBS Group
47
UBS Group
Switzerland
$165K +$72.4K +2,490 +77%
MIM
48
MetLife Investment Management
New Jersey
$152K
Deutsche Bank
49
Deutsche Bank
Germany
$145K -$19.6K -675 -12%
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$144K -$145 -5 -0.1%

EBTC Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2023, worth a combined $104M — down 1.2% from $105M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EBTC positions and 2 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.96M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $1.5M.

  • 68 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $104M of Enterprise Bancorp stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 3 funds opened new Enterprise Bancorp positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q2 2023 was BlackRock, an estimated $1.96M added.
  • The largest Enterprise Bancorp seller in Q2 2023 was Elizabeth Park Capital Advisors, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2023.