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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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67 hedge funds and large institutions have $105M invested in Enterprise Bancorp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 65 → 67 (+2)

1.61% more ownership

Funds ownership: 26.59% → 28.2% (+1.6%)

2% more capital invested

Capital invested by funds: $104M → $105M (+$1.58M)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
28
Reduced
17
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$7.39M
2
HighTower Advisors
HighTower Advisors
Illinois
+$1.93M
3
American Century Companies
American Century Companies
Missouri
+$795K
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$624K
5
LPL Financial
LPL Financial
California
+$513K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.5M
2
BCM
Basswood Capital Management
New York
-$1.49M
3
Invesco
Invesco
Georgia
-$661K
4
TWM
Trevian Wealth Management
Massachusetts
-$635K
5
PCM
Prelude Capital Management
New York
-$365K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
51
UBS Group
Switzerland
$101K +$14K +405 +14%
Acadian Asset Management
52
Acadian Asset Management
Massachusetts
$76K +$85K +2,466 New
Wells Fargo
53
Wells Fargo
California
$52.2K +$57.1K +1,657 +165,700%
BWM
54
Baystate Wealth Management
Massachusetts
$31.2K +$241 +7 +0.7%
AB
55
Amalgamated Bank
New York
$30K -$7.48K -217 -18%
Legal & General Group
56
Legal & General Group
United Kingdom
$28.8K – – –
AIP
57
Ameritas Investment Partners
Nebraska
$24.9K – – –
Fidelity Investments
58
Fidelity Investments
Massachusetts
$17.1K +$11.7K +338 +165%
MLICM
59
Metropolitan Life Insurance Company (MetLife)
New York
$13.6K -$6.66K -193 -31%
Lazard Asset Management
60
Lazard Asset Management
New York
$11K – – –
TRCT
61
Tower Research Capital (TRC)
New York
$11K +$4.55K +132 +59%
CWAF
62
Core Wealth Advisors (Florida)
Florida
$9.44K – – –
SC
63
SouthState Corp
Florida
$9.22K – – –
Nisa Investment Advisors
64
Nisa Investment Advisors
Missouri
$8K – – –
MRCM
65
M&R Capital Management
New Jersey
$3.7K +$4.04K +117 New
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.36K +$71.6K +2,075 +3%
Citigroup
67
Citigroup
New York
$31 -$2.17K -63 -98%
BCM
68
Basswood Capital Management
New York
– -$1.49M -42,217 Closed
Invesco
69
Invesco
Georgia
– -$661K -18,726 Closed
TWM
70
Trevian Wealth Management
Massachusetts
– -$635K -17,991 Closed
PCM
71
Prelude Capital Management
New York
– -$365K -10,338 Closed
C
72
Covestor
United Kingdom
– -$1.14K -33 Closed
1 2
3

EBTC Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2023, worth a combined $105M — up 1.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $7.39M. The largest seller was Banc Funds Company, cutting an estimated $1.5M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $105M of Enterprise Bancorp stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $7.39M added.
  • The largest Enterprise Bancorp seller in Q1 2023 was Banc Funds Company, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2023.