Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
54 hedge funds and large institutions have $80.4M invested in Enterprise Bancorp in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.
133% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 3
67% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 12
52% more capital invested
Capital invested by funds: $53M → $80.4M (+$27.4M)
18.69% more ownership
Funds ownership: 0% → 18.69% (+19%)
8% more funds holding
Funds holding: 50 → 54 (+4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$1.51M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.17M |
| 3 |
Morgan Stanley
New York
|
+$787K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$481K |
| 5 |
State Street
Boston,
Massachusetts
|
+$460K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$595K |
| 2 |
DC
Deere & Company
Moline,
Illinois
|
-$303K |
| 3 |
BCM
BHZ Capital Management
San Jose,
California
|
-$106K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$88.1K |
| 5 |
KF
Krilogy Financial
St. Louis,
Missouri
|
-$50K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $16K | +$1.53K | +49 | +13% |
|
52
Federated Hermes
Pittsburgh,
Pennsylvania
| $5K | – | – | – |
|
|
DA
53
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
54
Barclays
London,
United Kingdom
| $3K | -$1.18K | -38 | -33% |
|
|
DC
55
Deere & Company
Moline,
Illinois
| – | -$303K | -10,832 | Closed |
|
|
KF
56
Krilogy Financial
St. Louis,
Missouri
| – | -$50K | -1,802 | Closed |
|
|
AG
57
Advisor Group
Phoenix,
Arizona
| – | -$3K | -100 | Closed |
|
EBTC Hedge Fund Activity: Q4 2016 in Review
54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2016, worth a combined $80.4M — up 52% from $53M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new EBTC positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $1.51M. The largest seller was Wellington Management Group, cutting an estimated $595K.
- 54 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2016, up from 50 in Q3 2016.
- Funds reported $80.4M of Enterprise Bancorp stock for Q4 2016, up 52% quarter-over-quarter.
- 7 funds opened new Enterprise Bancorp positions in Q4 2016 and 3 closed out, a net change of +4 holders.
- The largest Enterprise Bancorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.51M added.
- The largest Enterprise Bancorp seller in Q4 2016 was Wellington Management Group, an estimated $595K sold.
Based on aggregated 13F filings for Q4 2016.