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EBTC

Enterprise Bancorp

Delisted

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

90 hedge funds and large institutions have $172M invested in Enterprise Bancorp in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 34.24%35.51% (+1.3%)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.95M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2% less funds holding

Funds holding: 9290 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less call options, than puts

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

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
28
Closed
13
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
26
Foster Dykema Cabot & Partners
Massachusetts
$1.22M
YCM
27
Yakira Capital Management
Connecticut
$1.17M
Skandinaviska Enskilda Banken (SEB)
28
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.16M +$65.3K +1,594 +6%
Charles Schwab
29
Charles Schwab
California
$1.08M +$29.8K +726 +3%
VI
30
Versor Investments
New York
$1.08M +$1.13M +27,625 New
N
31
Nuveen
North Carolina
$964K
Goldman Sachs
32
Goldman Sachs
New York
$941K -$177K -4,321 -15%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$940K -$41.2K -1,005 -4%
CPSC
34
Carl P. Sherr & Co
Massachusetts
$825K +$2.17K +53 +0.3%
BPA
35
Beacon Pointe Advisors
California
$767K
Jane Street
36
Jane Street
New York
$702K +$739K +18,031 New
LPL Financial
37
LPL Financial
California
$698K +$56K +1,366 +8%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$585K -$39.9K -974 -6%
PCM
39
Prelude Capital Management
New York
$553K +$261K +6,363 +81%
SAM
40
Silvercrest Asset Management
New York
$541K
HighTower Advisors
41
HighTower Advisors
Illinois
$537K
UBS Group
42
UBS Group
Switzerland
$517K +$279K +6,816 +105%
OAM
43
Oxford Asset Management
United Kingdom
$442K
Barclays
44
Barclays
United Kingdom
$387K -$203K -4,948 -33%
MWA
45
Medallion Wealth Advisors
Connecticut
$378K +$6.56K +160 +2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$365K -$25.8K -630 -6%
AllianceBernstein
47
AllianceBernstein
Tennessee
$363K -$4.1K -100 -1%
BFIM
48
Beese Fulmer Investment Management
Ohio
$345K
AQR Capital Management
49
AQR Capital Management
Connecticut
$296K +$27.4K +669 +10%
BFS
50
BridgePort Financial Solutions
Iowa
$293K

EBTC Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2025, worth a combined $172M — up 2.3% from $168M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EBTC and 11 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 28 added.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $5.46M. The largest seller was BlackRock, cutting an estimated $1.62M.

  • 90 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $172M of Enterprise Bancorp stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 11 funds opened new Enterprise Bancorp positions in Q1 2025 and 13 closed out, a net change of -2 holders.
  • The largest Enterprise Bancorp buyer in Q1 2025 was Qube Research & Technologies (QRT), an estimated $5.46M added.
  • The largest Enterprise Bancorp seller in Q1 2025 was BlackRock, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.