Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
58 hedge funds and large institutions have $105M invested in Enterprise Bancorp in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 4 closing their positions.
150% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 4
12% more funds holding
Funds holding: 52 → 58 (+6)
11% more capital invested
Capital invested by funds: $95M → $105M (+$10.3M)
0.18% more ownership
Funds ownership: 24.2% → 24.38% (+0.18%)
23% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$1.75M |
| 2 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$1.35M |
| 3 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$614K |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$605K |
| 5 |
State Street
Boston,
Massachusetts
|
+$512K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$2.64M |
| 2 |
BlackRock
New York
|
-$1.2M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$389K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$389K |
| 5 |
MCM
Maltese Capital Management
New York
|
-$359K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Citigroup
New York
| $40K | +$22.4K | +670 | +152% |
|
|
BWM
52
Baystate Wealth Management
Boston,
Massachusetts
| $34K | +$167 | +5 | +0.5% |
|
|
AIP
53
Ameritas Investment Partners
Lincoln,
Nebraska
| $28K | – | – | – |
|
54
Legal & General Group
London,
United Kingdom
| $26K | – | – | – |
|
55
UBS Group
Zurich,
Switzerland
| $14K | – | – | – |
|
|
TRCT
56
Tower Research Capital (TRC)
New York
| $13K | -$23.1K | -690 | -65% |
|
|
CWAF
57
Core Wealth Advisors (Florida)
Lakeland,
Florida
| $11K | – | – | – |
|
|
BPA
58
Beacon Pointe Advisors
Newport Beach,
California
| – | -$389K | -11,863 | Closed |
|
59
First Trust Advisors
Wheaton,
Illinois
| – | -$204K | -6,226 | Closed |
|
60
Russell Investments Group
London,
United Kingdom
| – | -$156K | -4,789 | Closed |
|
|
ASN
61
Advisory Services Network
Atlanta,
Georgia
| – | -$62K | -1,900 | Closed |
|
62
Wells Fargo
San Francisco,
California
| – | -$9.41K | -281 | -100% |
|
EBTC Hedge Fund Activity: Q3 2021 in Review
58 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2021, worth a combined $105M — up 11% from $95M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new EBTC positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 22 trimmed.
The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $1.75M. The largest seller was Banc Funds Company, cutting an estimated $2.64M.
- 58 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2021, up from 52 in Q2 2021.
- Funds reported $105M of Enterprise Bancorp stock for Q3 2021, up 11% quarter-over-quarter.
- 10 funds opened new Enterprise Bancorp positions in Q3 2021 and 4 closed out, a net change of +6 holders.
- The largest Enterprise Bancorp buyer in Q3 2021 was Elizabeth Park Capital Advisors, an estimated $1.75M added.
- The largest Enterprise Bancorp seller in Q3 2021 was Banc Funds Company, an estimated $2.64M sold.
Based on aggregated 13F filings for Q3 2021.