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EBTC

Enterprise Bancorp

Delisted

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

68 hedge funds and large institutions have $104M invested in Enterprise Bancorp in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

50% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 2

1% more funds holding

Funds holding: 6768 (+1)

1.28% more ownership

Funds ownership: 28.2%29.49% (+1.3%)

1% less capital invested

Capital invested by funds: $105M → $104M (-$1.22M)

Holders
68
Holders Change
+1
Holders Change %
+1.49%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
30
Reduced
18
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
51
BNP Paribas Financial Markets
France
$139K -$87.9K -3,024 -39%
AIG
52
American International Group
New York
$133K +$3.14K +108 +2%
Wells Fargo
53
Wells Fargo
California
$106K +$57.8K +1,989 +120%
Osaic Holdings
54
Osaic Holdings
Arizona
$105K +$494 +17 +0.5%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$92.2K -$8.23K -283 -8%
Citigroup
56
Citigroup
New York
$82.8K +$83.1K +2,859 +285,900%
BWM
57
Baystate Wealth Management
Massachusetts
$72.9K +$44.4K +1,528 +154%
AB
58
Amalgamated Bank
New York
$28K
Legal & General Group
59
Legal & General Group
United Kingdom
$26.5K
Acadian Asset Management
60
Acadian Asset Management
Massachusetts
$24K -$46.8K -1,609 -65%
AIP
61
Ameritas Investment Partners
Nebraska
$22.9K
Nisa Investment Advisors
62
Nisa Investment Advisors
Missouri
$17.5K +$9.74K +335 +124%
Fidelity Investments
63
Fidelity Investments
Massachusetts
$14.3K -$1.48K -51 -9%
MLICM
64
Metropolitan Life Insurance Company (MetLife)
New York
$12.5K
Lazard Asset Management
65
Lazard Asset Management
New York
$11K
TRCT
66
Tower Research Capital (TRC)
New York
$8.88K -$1.37K -47 -13%
CWAF
67
Core Wealth Advisors (Florida)
Florida
$8.68K
MRCM
68
M&R Capital Management
New Jersey
$3.43K +$29 +1 +0.9%
SG Americas Securities
69
SG Americas Securities
New York
-$106K -3,364 Closed
SC
70
SouthState Corp
Florida
-$9.22K -293 Closed

EBTC Hedge Fund Activity: Q2 2023 in Review

68 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2023, worth a combined $104M — down 1.2% from $105M a quarter earlier.

Buyers outnumbered sellers: 3 funds opened new EBTC positions and 2 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $1.96M. The largest seller was Elizabeth Park Capital Advisors, cutting an estimated $1.5M.

  • 68 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2023, up from 67 in Q1 2023.
  • Funds reported $104M of Enterprise Bancorp stock for Q2 2023, down 1.2% quarter-over-quarter.
  • 3 funds opened new Enterprise Bancorp positions in Q2 2023 and 2 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q2 2023 was BlackRock, an estimated $1.96M added.
  • The largest Enterprise Bancorp seller in Q2 2023 was Elizabeth Park Capital Advisors, an estimated $1.5M sold.

Based on aggregated 13F filings for Q2 2023.