Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
56 hedge funds and large institutions have $86.2M invested in Enterprise Bancorp in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.
211% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 9
0.09% more ownership
Funds ownership: 21.35% → 21.43% (+0.09%)
3% less funds holding
Funds holding: 58 → 56 (-2)
14% less capital invested
Capital invested by funds: $101M → $86.2M (-$14.5M)
67% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Dimensional Fund Advisors
Austin,
Texas
|
+$422K |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$348K |
| 3 |
State Street
Boston,
Massachusetts
|
+$326K |
| 4 |
California Public Employees Retirement System
Sacramento,
California
|
+$314K |
| 5 |
Renaissance Technologies
New York
|
+$245K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$1.1M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$443K |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$396K |
| 4 |
BCM
Basswood Capital Management
New York
|
-$241K |
| 5 |
Morgan Stanley
New York
|
-$112K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
51
Centerpoint Advisors
Needham,
Massachusetts
| $6K | – | – | – |
|
52
Fidelity Investments
Boston,
Massachusetts
| $6K | +$6.38K | +174 | New |
|
|
DA
53
Denali Advisors
San Diego,
California
| $4K | – | – | – |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| $2K | -$18.2K | -496 | -90% |
|
55
Bank of Montreal
Toronto,
Ontario, Canada
| $2K | -$73 | -2 | -3% |
|
56
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | – | – | – |
|
|
57
First Trust Advisors
Wheaton,
Illinois
| – | -$396K | -9,798 | Closed |
|
58
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| – | -$85K | -2,111 | Closed |
|
|
PIA
59
Piedmont Investment Advisors
Durham,
North Carolina
| – | -$7K | -167 | Closed |
|
EBTC Hedge Fund Activity: Q3 2018 in Review
56 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2018, worth a combined $86.2M — down 14% from $101M a quarter earlier.
Sellers outnumbered buyers: 3 funds closed out of EBTC and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 28 added.
The largest buyer was Dimensional Fund Advisors, adding an estimated $422K. The largest seller was Banc Funds Company, cutting an estimated $1.1M.
- 56 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2018, down from 58 in Q2 2018.
- Funds reported $86.2M of Enterprise Bancorp stock for Q3 2018, down 14% quarter-over-quarter.
- 1 fund opened new Enterprise Bancorp positions in Q3 2018 and 3 closed out, a net change of -2 holders.
- The largest Enterprise Bancorp buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $422K added.
- The largest Enterprise Bancorp seller in Q3 2018 was Banc Funds Company, an estimated $1.1M sold.
Based on aggregated 13F filings for Q3 2018.