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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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65 hedge funds and large institutions have $146M invested in Enterprise Bancorp in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more capital invested

Capital invested by funds: $138M → $146M (+$7.63M)

4.55% more ownership

Funds ownership: 25.67% → 30.22% (+4.6%)

3% more funds holding

Funds holding: 63 → 65 (+2)

17% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 23

Holders
65
Holders Change
+2
Holders Change %
+3.17%
% of All Funds
1.03%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
23
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
+$19.8M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.86M
3
State Street
State Street
Massachusetts
+$923K
4
MPAM
Monarch Partners Asset Management
Massachusetts
+$895K
5
Citadel Advisors
Citadel Advisors
Florida
+$388K

Top Sellers

Rank Fund Capital Flow
1
BPA
Beacon Pointe Advisors
California
-$665K
2
BlackRock
BlackRock
New York
-$511K
3
Barclays
Barclays
United Kingdom
-$397K
4
JP Morgan Chase
JP Morgan Chase
New York
-$355K
5
ZCM
Zebra Capital Management
Connecticut
-$316K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
51
Osaic Holdings
Arizona
$143K +$408 +10 +0.3%
WTA
52
Washington Trust Advisors
Massachusetts
$138K – – –
BNP Paribas Financial Markets
53
BNP Paribas Financial Markets
France
$83.5K -$96.2K -2,359 -53%
Wells Fargo
54
Wells Fargo
California
$77K -$132K -3,228 -63%
UBS Group
55
UBS Group
Switzerland
$48K -$107K -2,613 -68%
AB
56
Amalgamated Bank
New York
$45K +$45.7K +1,121 New
AF
57
Amalgamated Financial
New York
$45K +$45.7K +1,121 New
BWM
58
Baystate Wealth Management
Massachusetts
$39K +$204 +5 +0.5%
AIP
59
Ameritas Investment Partners
Nebraska
$32K – – –
Legal & General Group
60
Legal & General Group
United Kingdom
$29K – – –
MLICM
61
Metropolitan Life Insurance Company (MetLife)
New York
$25.1K -$77.9K -1,911 -75%
Citigroup
62
Citigroup
New York
$16K -$82K -2,011 -83%
CT
63
Cambridge Trust
Massachusetts
$16K – – –
CWAF
64
Core Wealth Advisors (Florida)
Florida
$12K – – –
BPA
65
Beacon Pointe Advisors
California
– -$665K -14,804 Closed
ZCM
66
Zebra Capital Management
Connecticut
– -$316K -7,040 Closed
SG Americas Securities
67
SG Americas Securities
New York
– -$109K -2,425 Closed
1 2
3

EBTC Hedge Fund Activity: Q1 2022 in Review

65 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2022, worth a combined $146M — up 5.5% from $138M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.

The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $19.8M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $665K sold.

  • 65 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2022, up from 63 in Q4 2021.
  • Funds reported $146M of Enterprise Bancorp stock for Q1 2022, up 5.5% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q1 2022 and 3 closed out, a net change of +2 holders.
  • The largest Enterprise Bancorp buyer in Q1 2022 was CAPTRUST Financial Advisors, an estimated $19.8M added.
  • The largest Enterprise Bancorp seller in Q1 2022 was Beacon Pointe Advisors, an estimated $665K sold.

Based on aggregated 13F filings for Q1 2022.