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EBTC

Enterprise Bancorp

Delisted

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

92 hedge funds and large institutions have $168M invested in Enterprise Bancorp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $131M → $168M (+$37.6M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

15% more funds holding

Funds holding: 8092 (+12)

1.3% more ownership

Funds ownership: 32.93%34.24% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
25
Closed
4
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.13M -$569K -15,824 -36%
Skandinaviska Enskilda Banken (SEB)
27
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.11M +$1.01M +28,099 New
Charles Schwab
28
Charles Schwab
California
$1.07M
MAM
29
Martingale Asset Management
Massachusetts
$1.05M +$30.6K +850 +3%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$995K -$238K -6,604 -21%
N
31
Nuveen
North Carolina
$979K
Wellington Management Group
32
Wellington Management Group
Massachusetts
$923K -$1.46M -40,590 -63%
Millennium Management
33
Millennium Management
New York
$871K +$793K +22,026 New
CPSC
34
Carl P. Sherr & Co
Massachusetts
$836K -$223K -6,187 -23%
BPA
35
Beacon Pointe Advisors
California
$779K
LPL Financial
36
LPL Financial
California
$654K +$36 +1 +0%
RhumbLine Advisers
37
RhumbLine Advisers
Massachusetts
$633K +$52.3K +1,452 +10%
Barclays
38
Barclays
United Kingdom
$588K -$286K -7,956 -35%
SAM
39
Silvercrest Asset Management
New York
$549K
HighTower Advisors
40
HighTower Advisors
Illinois
$545K -$936 -26 -0.2%
Connor, Clark & Lunn Investment Management (CC&L)
41
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$493K +$198K +5,508 +79%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$474K +$431K +11,983 New
OAM
43
Oxford Asset Management
United Kingdom
$449K +$409K +11,364 New
Bank of America
44
Bank of America
North Carolina
$446K -$166K -4,620 -29%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$395K -$19.3K -536 -5%
Citadel Advisors
46
Citadel Advisors
Florida
$388K +$85.2K +2,367 +32%
AllianceBernstein
47
AllianceBernstein
Tennessee
$373K
MWA
48
Medallion Wealth Advisors
Connecticut
$372K +$343K +9,544 New
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$364K -$71.3K -1,982 -18%
BFIM
50
Beese Fulmer Investment Management
Ohio
$350K

EBTC Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2024, worth a combined $168M — up 29% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EBTC positions and 4 closed out — a net gain of 14 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Citigroup, adding an estimated $4.35M. The largest seller was BlackRock, cutting an estimated $2.84M.

  • 92 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $168M of Enterprise Bancorp stock for Q4 2024, up 29% quarter-over-quarter.
  • 18 funds opened new Enterprise Bancorp positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Enterprise Bancorp buyer in Q4 2024 was Citigroup, an estimated $4.35M added.
  • The largest Enterprise Bancorp seller in Q4 2024 was BlackRock, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2024.