Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
56 hedge funds and large institutions have $77.5M invested in Enterprise Bancorp in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.
33% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 15
20% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 5
2% less funds holding
Funds holding: 57 → 56 (-1)
6.51% less ownership
Funds ownership: 27.22% → 20.71% (-6.5%)
15% less capital invested
Capital invested by funds: $91.6M → $77.5M (-$14.2M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.07M |
| 2 |
BFC
Banc Funds Company
Chicago,
Illinois
|
+$385K |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$266K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$255K |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$189K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EBT
Enterprise Bank & Trust
Lowell,
Massachusetts
|
-$22.3M |
| 2 |
BlackRock
New York
|
-$273K |
| 3 |
California Public Employees Retirement System
Sacramento,
California
|
-$267K |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$135K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$110K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AIP
51
Ameritas Investment Partners
Lincoln,
Nebraska
| $25K | – | – | – |
|
52
Bank of Montreal
Toronto,
Ontario, Canada
| $24K | +$22.3K | +748 | New |
|
|
CA
53
Centerpoint Advisors
Needham,
Massachusetts
| $6K | – | – | – |
|
54
Fidelity Investments
Boston,
Massachusetts
| $5K | -$2.03K | -68 | -29% |
|
55
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | +$179 | +6 | +10% |
|
|
EBT
56
Enterprise Bank & Trust
Lowell,
Massachusetts
| – | -$22.3M | -776,694 | Closed |
|
|
57
Russell Investments Group
London,
United Kingdom
| – | -$135K | -4,694 | Closed |
|
|
TRCT
58
Tower Research Capital (TRC)
New York
| – | -$31K | -1,057 | Closed |
|
59
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | -$7K | -249 | Closed |
|
|
PCP
60
Proficio Capital Partners
Newton,
Massachusetts
| – | -$1K | -45 | Closed |
|
EBTC Hedge Fund Activity: Q2 2019 in Review
56 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2019, worth a combined $77.5M — down 15% from $91.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new EBTC positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.
The largest buyer was Nuveen, opening a new position worth an estimated $1.07M. The largest seller was Enterprise Bank & Trust, exiting entirely with an estimated $22.3M sold.
- 56 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2019, down from 57 in Q1 2019.
- Funds reported $77.5M of Enterprise Bancorp stock for Q2 2019, down 15% quarter-over-quarter.
- 6 funds opened new Enterprise Bancorp positions in Q2 2019 and 5 closed out, a net change of +1 holder.
- The largest Enterprise Bancorp buyer in Q2 2019 was Nuveen, an estimated $1.07M added.
- The largest Enterprise Bancorp seller in Q2 2019 was Enterprise Bank & Trust, an estimated $22.3M sold.
Based on aggregated 13F filings for Q2 2019.