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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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80 hedge funds and large institutions have $131M invested in Enterprise Bancorp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $95.7M → $131M (+$35M)

16% more funds holding

Funds holding: 69 → 80 (+11)

1.86% more ownership

Funds ownership: 31.07% → 32.93% (+1.9%)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
34
Reduced
12
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EPCA
Elizabeth Park Capital Advisors
Ohio
+$2.28M
2
ACM
Ategra Capital Management
Virginia
+$2M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.83M
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$950K
5
Vanguard Group
Vanguard Group
Pennsylvania
+$673K

Top Sellers

Rank Fund Capital Flow
1
MI
M3F Inc
Utah
-$2.48M
2
Invesco
Invesco
Georgia
-$492K
3
Citadel Advisors
Citadel Advisors
Florida
-$462K
4
Millennium Management
Millennium Management
New York
-$350K
5
Renaissance Technologies
Renaissance Technologies
New York
-$343K
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$791K – – –
Barclays
27
Barclays
United Kingdom
$730K +$269K +9,373 +70%
JP Morgan Chase
28
JP Morgan Chase
New York
$664K +$375K +13,084 +170%
BPA
29
Beacon Pointe Advisors
California
$630K – – –
LPL Financial
30
LPL Financial
California
$529K +$8.14K +284 +2%
Bank of America
31
Bank of America
North Carolina
$508K -$315 -11 -0.1%
PCA
32
Pallas Capital Advisors
Massachusetts
$481K +$1.26K +44 +0.3%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$465K -$15.1K -526 -3%
EC
34
EJF Capital
Virginia
$463K +$415K +14,481 New
SAM
35
Silvercrest Asset Management
New York
$444K – – –
HighTower Advisors
36
HighTower Advisors
Illinois
$441K +$745 +26 +0.2%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$358K -$210K -7,338 -40%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$337K -$1.06K -37 -0.4%
AllianceBernstein
39
AllianceBernstein
Tennessee
$301K +$6.59K +230 +3%
BFIM
40
Beese Fulmer Investment Management
Ohio
$283K – – –
Citigroup
41
Citigroup
New York
$244K +$146K +5,093 +201%
First Trust Advisors
42
First Trust Advisors
Illinois
$240K +$216K +7,517 New
Citadel Advisors
43
Citadel Advisors
Florida
$238K -$462K -16,099 -68%
CWM
44
Cabot Wealth Management
Massachusetts
$234K +$210K +7,308 New
RJA
45
Raymond James & Associates
Florida
$224K +$201K +7,024 New
Connor, Clark & Lunn Investment Management (CC&L)
46
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$223K +$200K +6,968 New
PAG
47
Private Advisor Group
New Jersey
$212K +$190K +6,623 New
Renaissance Technologies
48
Renaissance Technologies
New York
$211K -$343K -11,948 -64%
Mariner
49
Mariner
Kansas
$207K +$186K +6,487 New
AQR Capital Management
50
AQR Capital Management
Connecticut
$201K +$180K +6,279 New
1
2
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EBTC Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2024, worth a combined $131M — up 37% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EBTC positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $2.28M. The largest seller was M3F Inc, exiting entirely with an estimated $2.48M sold.

  • 80 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $131M of Enterprise Bancorp stock for Q3 2024, up 37% quarter-over-quarter.
  • 18 funds opened new Enterprise Bancorp positions in Q3 2024 and 7 closed out, a net change of +11 holders.
  • The largest Enterprise Bancorp buyer in Q3 2024 was Elizabeth Park Capital Advisors, an estimated $2.28M added.
  • The largest Enterprise Bancorp seller in Q3 2024 was M3F Inc, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2024.