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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 $104M invested in Enterprise Bancorp in 2022 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

93% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 15

12% more capital invested

Capital invested by funds: $92.6M → $104M (+$11.4M)

5% more funds holding

Funds holding: 62 → 65 (+3)

1.06% more ownership

Funds ownership: 25.53% → 26.59% (+1.1%)

Holders
65
Holders Change
+3
Holders Change %
+4.84%
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
29
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$1.39M
2
BlackRock
BlackRock
New York
+$1.34M
3
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$1.17M
4
IA
IFP Advisors
Florida
+$640K
5
SCP
Siena Capital Partners
Illinois
+$546K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.31M
2
MI
M3F Inc
Utah
-$874K
3
Citadel Advisors
Citadel Advisors
Florida
-$232K
4
N
Nuveen
North Carolina
-$207K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$163K
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
51
Amalgamated Bank
New York
$42K – – –
BWM
52
Baystate Wealth Management
Massachusetts
$35K +$165 +5 +0.5%
Legal & General Group
53
Legal & General Group
United Kingdom
$32.4K – – –
AIP
54
Ameritas Investment Partners
Nebraska
$28K – – –
MLICM
55
Metropolitan Life Insurance Company (MetLife)
New York
$22.1K – – –
Lazard Asset Management
56
Lazard Asset Management
New York
$13K +$12.6K +381 New
CWAF
57
Core Wealth Advisors (Florida)
Florida
$10.6K – – –
SC
58
SouthState Corp
Florida
$10.3K – – –
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$10K – – –
Dimensional Fund Advisors
60
Dimensional Fund Advisors
Texas
$9.95K +$48.1K +1,459 +0.5%
TRCT
61
Tower Research Capital (TRC)
New York
$8K -$21.4K -648 -74%
Fidelity Investments
62
Fidelity Investments
Massachusetts
$7.24K -$163K -4,934 -96%
Citigroup
63
Citigroup
New York
$2.26K -$2.57K -78 -55%
C
64
Covestor
United Kingdom
$1K +$429 +13 +65%
Wells Fargo
65
Wells Fargo
California
$35 -$726 -22 -96%
Citadel Advisors
66
Citadel Advisors
Florida
– -$232K -7,760 Closed
CS
67
Credit Suisse
Switzerland
– -$1K -51 Closed
1 2
3

EBTC Hedge Fund Activity: Q4 2022 in Review

65 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2022, worth a combined $104M — up 12% from $92.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 2 closed out — a net gain of 3 holders — while 29 added to existing stakes and 15 trimmed.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $1.39M. The largest seller was Banc Funds Company, cutting an estimated $1.31M.

  • 65 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2022, up from 62 in Q3 2022.
  • Funds reported $104M of Enterprise Bancorp stock for Q4 2022, up 12% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q4 2022 and 2 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q4 2022 was Basswood Capital Management, an estimated $1.39M added.
  • The largest Enterprise Bancorp seller in Q4 2022 was Banc Funds Company, an estimated $1.31M sold.

Based on aggregated 13F filings for Q4 2022.