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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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62 hedge funds and large institutions have $92.6M invested in Enterprise Bancorp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 16

2% less funds holding

Funds holding: 63 → 62 (-1)

4.78% less ownership

Funds ownership: 30.31% → 25.53% (-4.8%)

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

22% less capital invested

Capital invested by funds: $118M → $92.6M (-$25.5M)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
27
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MPAM
Monarch Partners Asset Management
Massachusetts
+$463K
2
Citadel Advisors
Citadel Advisors
Florida
+$249K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$209K
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$113K
5
MI
M3F Inc
Utah
+$102K

Top Sellers

Rank Fund Capital Flow
1
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$15.7M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.18M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$608K
4
BlackRock
BlackRock
New York
-$442K
5
Millennium Management
Millennium Management
New York
-$335K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
51
Tower Research Capital (TRC)
New York
$26K +$18.7K +582 +202%
AIP
52
Ameritas Investment Partners
Nebraska
$23K – – –
MLICM
53
Metropolitan Life Insurance Company (MetLife)
New York
$18.7K – – –
IA
54
IFP Advisors
Florida
$13K +$10.4K +322 New
CWAF
55
Core Wealth Advisors (Florida)
Florida
$9K – – –
SC
56
SouthState Corp
Florida
$9K +$9.42K +293 New
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$8K – – –
UBS Group
58
UBS Group
Switzerland
$6K – – –
Citigroup
59
Citigroup
New York
$4K -$17.2K -534 -79%
Wells Fargo
60
Wells Fargo
California
$1K -$3.09K -96 -81%
C
61
Covestor
United Kingdom
$1K +$643 +20 New
CS
62
Credit Suisse
Switzerland
$1K +$1.32K +41 +410%
CAPTRUST Financial Advisors
63
CAPTRUST Financial Advisors
North Carolina
– -$15.7M -486,436 Closed
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
– -$608K -18,896 Closed
Millennium Management
65
Millennium Management
New York
– -$335K -10,407 Closed
SG Americas Securities
66
SG Americas Securities
New York
– -$109K -3,392 Closed
CT
67
Cambridge Trust
Massachusetts
– -$13K -400 Closed
1 2
3

EBTC Hedge Fund Activity: Q3 2022 in Review

62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2022, worth a combined $92.6M — down 22% from $118M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EBTC and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 27 added.

The largest buyer was Monarch Partners Asset Management, adding an estimated $463K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $15.7M sold.

  • 62 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2022, down from 63 in Q2 2022.
  • Funds reported $92.6M of Enterprise Bancorp stock for Q3 2022, down 22% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q3 2022 and 5 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q3 2022 was Monarch Partners Asset Management, an estimated $463K added.
  • The largest Enterprise Bancorp seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $15.7M sold.

Based on aggregated 13F filings for Q3 2022.