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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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59 hedge funds and large institutions have $90.2M invested in Enterprise Bancorp in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

19% more capital invested

Capital invested by funds: $75.5M → $90.2M (+$14.7M)

1.2% more ownership

Funds ownership: 21.33% → 22.52% (+1.2%)

0% more funds holding

Funds holding: 59 → 59 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
28
Reduced
11
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of New York Mellon
Bank of New York Mellon
New York
+$653K
2
JP Morgan Chase
JP Morgan Chase
New York
+$362K
3
Renaissance Technologies
Renaissance Technologies
New York
+$337K
4
Morgan Stanley
Morgan Stanley
New York
+$279K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$247K

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$768K
2
American Century Companies
American Century Companies
Missouri
-$275K
3
SG Americas Securities
SG Americas Securities
New York
-$203K
4
New York State Common Retirement Fund
New York State Common Retirement Fund
New York
-$99.1K
5
ARMC
American Research & Management Company
Massachusetts
-$96K
Name Holding Trade Value Shares
Change 		Change in
Stake
TCOV
51
Trust Company of Vermont
Vermont
$42K – – –
Bank of Montreal
52
Bank of Montreal
Ontario, Canada
$38K +$10K +324 +41%
BWM
53
Baystate Wealth Management
Massachusetts
$31K +$124 +4 +0.4%
AIP
54
Ameritas Investment Partners
Nebraska
$27K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$13K +$6.19K +200 +119%
CWAF
56
Core Wealth Advisors (Florida)
Florida
$7K +$6.19K +200 New
CA
57
Centerpoint Advisors
Massachusetts
$6K – – –
TRCT
58
Tower Research Capital (TRC)
New York
$3K -$5.82K -188 -69%
Canada Life
59
Canada Life
Manitoba, Canada
$3K +$2.88K +93 New
Wellington Management Group
60
Wellington Management Group
Massachusetts
– -$768K -25,627 Closed
American Century Companies
61
American Century Companies
Missouri
– -$275K -9,171 Closed
SG Americas Securities
62
SG Americas Securities
New York
– -$203K -6,760 Closed
ARMC
63
American Research & Management Company
Massachusetts
– -$96K -3,196 Closed
Victory Capital Management
64
Victory Capital Management
Texas
– -$55K -1,827 Closed
1 2
3

EBTC Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2019, worth a combined $90.2M — up 19% from $75.5M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $653K. The largest seller was Wellington Management Group, exiting entirely with an estimated $768K sold.

  • 59 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $90.2M of Enterprise Bancorp stock for Q4 2019, up 19% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2019 was Bank of New York Mellon, an estimated $653K added.
  • The largest Enterprise Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $768K sold.

Based on aggregated 13F filings for Q4 2019.