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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 $121M invested in Enterprise Bancorp in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 29 increasing their positions, 17 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 17

20% more capital invested

Capital invested by funds: $101M → $121M (+$20M)

0.52% more ownership

Funds ownership: 30.11% → 30.64% (+0.52%)

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

1% less funds holding

Funds holding: 68 → 67 (-1)

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
0.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
29
Reduced
17
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.84M
2
BlackRock
BlackRock
New York
+$1.77M
3
Barclays
Barclays
United Kingdom
+$340K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$335K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$265K

Top Sellers

Rank Fund Capital Flow
1
HighTower Advisors
HighTower Advisors
Illinois
-$1.03M
2
MI
M3F Inc
Utah
-$639K
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$626K
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$550K
5
B
Bailard
California
-$324K
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
26
Barclays
United Kingdom
$655K +$340K +12,091 +147%
MAM
27
Martingale Asset Management
Massachusetts
$559K – – –
BPA
28
Beacon Pointe Advisors
California
$536K – – –
LPL Financial
29
LPL Financial
California
$525K +$112K +4,002 +33%
Millennium Management
30
Millennium Management
New York
$483K -$292K -10,391 -41%
PCA
31
Pallas Capital Advisors
Massachusetts
$479K +$56.2K +2,000 +16%
Bank of America
32
Bank of America
North Carolina
$469K +$89.2K +3,175 +28%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$461K -$6.32K -225 -2%
SAM
34
Silvercrest Asset Management
New York
$448K – – –
Citadel Advisors
35
Citadel Advisors
Florida
$442K -$200K -7,106 -34%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$403K +$34.6K +1,231 +11%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$354K +$92.2K +3,284 +43%
UBS Group
38
UBS Group
Switzerland
$347K +$147K +5,226 +95%
BFIM
39
Beese Fulmer Investment Management
Ohio
$334K – – –
JP Morgan Chase
40
JP Morgan Chase
New York
$305K +$83.3K +2,967 +46%
AllianceBernstein
41
AllianceBernstein
Tennessee
$262K +$6.74K +240 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$255K +$11.3K +401 +5%
CWM
43
Cabot Wealth Management
Massachusetts
$236K – – –
Deutsche Bank
44
Deutsche Bank
Germany
$222K – – –
GBWM
45
Granite Bay Wealth Management
New Hampshire
$221K – – –
IWC
46
Integrated Wealth Concepts
Massachusetts
$216K +$188K +6,682 New
PAG
47
Private Advisor Group
New Jersey
$212K +$185K +6,582 New
SG Americas Securities
48
SG Americas Securities
New York
$170K +$23.4K +835 +19%
MIM
49
MetLife Investment Management
New Jersey
$170K – – –
New York State Common Retirement Fund
50
New York State Common Retirement Fund
New York
$161K +$140 +5 +0.1%
1
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EBTC Hedge Fund Activity: Q4 2023 in Review

67 of the 6,860 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2023, worth a combined $121M — up 20% from $101M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2023: 4 funds opened new positions, 4 closed out, 29 added to existing stakes and 17 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $1.84M. The largest seller was HighTower Advisors, cutting an estimated $1.03M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2023, down from 68 in Q3 2023.
  • Funds reported $121M of Enterprise Bancorp stock for Q4 2023, up 20% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q4 2023 and 4 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2023 was Morgan Stanley, an estimated $1.84M added.
  • The largest Enterprise Bancorp seller in Q4 2023 was HighTower Advisors, an estimated $1.03M sold.

Based on aggregated 13F filings for Q4 2023.