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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 $97.9M invested in Enterprise Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.05% more ownership

Funds ownership: 30.64% → 30.69% (+0.05%)

0% more funds holding

Funds holding: 67 → 67 (0)

19% less capital invested

Capital invested by funds: $121M → $97.9M (-$23.3M)

Holders
67
Holders Change
–
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
30
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$917K
2
Citadel Advisors
Citadel Advisors
Florida
+$910K
3
Renaissance Technologies
Renaissance Technologies
New York
+$768K
4
QC
Quadrature Capital
United Kingdom
+$561K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$551K

Top Sellers

Rank Fund Capital Flow
1
ASN
Advisory Services Network
Georgia
-$1.89M
2
Morgan Stanley
Morgan Stanley
New York
-$1.59M
3
BFC
Banc Funds Company
Illinois
-$890K
4
BCM
BHZ Capital Management
California
-$456K
5
CWM
Cabot Wealth Management
Massachusetts
-$236K
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$527K – – –
QC
27
Quadrature Capital
United Kingdom
$526K +$561K +20,282 New
Millennium Management
28
Millennium Management
New York
$516K +$135K +4,884 +33%
BPA
29
Beacon Pointe Advisors
California
$512K +$85.7K +3,098 +19%
JP Morgan Chase
30
JP Morgan Chase
New York
$486K +$256K +9,240 +98%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$453K +$179K +6,482 +59%
MAM
32
Martingale Asset Management
Massachusetts
$450K +$166 +6 +0%
ASN
33
Advisory Services Network
Georgia
$437K -$1.89M -68,487 -80%
LPL Financial
34
LPL Financial
California
$422K +$28 +1 +0%
Barclays
35
Barclays
United Kingdom
$408K -$126K -4,568 -23%
PCA
36
Pallas Capital Advisors
Massachusetts
$387K +$553 +20 +0.1%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$381K +$10.9K +394 +3%
Invesco
38
Invesco
Georgia
$368K +$392K +14,188 New
SAM
39
Silvercrest Asset Management
New York
$361K – – –
Bank of America
40
Bank of America
North Carolina
$281K -$103K -3,735 -26%
UBS Group
41
UBS Group
Switzerland
$275K -$4.87K -176 -2%
BFIM
42
Beese Fulmer Investment Management
Ohio
$269K – – –
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$257K -$72.6K -2,624 -21%
AllianceBernstein
44
AllianceBernstein
Tennessee
$211K -$277 -10 -0.1%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$206K +$28 +1 +0%
Deutsche Bank
46
Deutsche Bank
Germany
$179K – – –
New York State Common Retirement Fund
47
New York State Common Retirement Fund
New York
$146K +$17.6K +635 +13%
MIM
48
MetLife Investment Management
New Jersey
$137K – – –
AIG
49
American International Group
New York
$124K +$221 +8 +0.2%
Wells Fargo
50
Wells Fargo
California
$88.7K +$12.9K +466 +16%
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EBTC Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2024, worth a combined $97.9M — down 19% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 5 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 $917K. The largest seller was Advisory Services Network, cutting an estimated $1.89M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $97.9M of Enterprise Bancorp stock for Q1 2024, down 19% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q1 2024 was BlackRock, an estimated $917K added.
  • The largest Enterprise Bancorp seller in Q1 2024 was Advisory Services Network, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2024.