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EBTC

Enterprise Bancorp

Delisted

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

67 hedge funds and large institutions have $97.9M invested in Enterprise Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.05% more ownership

Funds ownership: 30.64%30.69% (+0.05%)

0% more funds holding

Funds holding: 6767 (0)

19% less capital invested

Capital invested by funds: $121M → $97.9M (-$23.3M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$53.3K +$15.2K +548 +36%
Osaic Holdings
52
Osaic Holdings
Arizona
$40.1K
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$25.3K -$16.7K -604 -38%
Acadian Asset Management
54
Acadian Asset Management
Massachusetts
$22K
AIP
55
Ameritas Investment Partners
Nebraska
$20.5K
Legal & General Group
56
Legal & General Group
United Kingdom
$20.2K
Nisa Investment Advisors
57
Nisa Investment Advisors
Missouri
$15.5K -$415 -15 -2%
MLICM
58
Metropolitan Life Insurance Company (MetLife)
New York
$11.7K -$6.11K -221 -33%
AB
59
Amalgamated Bank
New York
$8K -$15.1K -545 -63%
CWAF
60
Core Wealth Advisors (Florida)
Florida
$7.79K
Fidelity Investments
61
Fidelity Investments
Massachusetts
$7.49K +$3.35K +121 +72%
MRCM
62
M&R Capital Management
New Jersey
$6.86K +$55 +2 +0.8%
Comerica Bank
63
Comerica Bank
Texas
$2.31K +$2.46K +89 New
GI
64
GAMMA Investing
California
$1.77K -$7.28K -263 -79%
Carson Wealth (CWM LLC)
65
Carson Wealth (CWM LLC)
Nebraska
$1K +$940 +34 New
TRCT
66
Tower Research Capital (TRC)
New York
$493 -$22.6K -818 -98%
GBWM
67
Granite Bay Wealth Management
New Hampshire
-$221K -7,875 Closed
CWM
68
Cabot Wealth Management
Massachusetts
-$236K -7,308 Closed
IWC
69
Integrated Wealth Concepts
Massachusetts
-$216K -6,682 Closed
PAG
70
Private Advisor Group
New Jersey
-$212K -6,582 Closed
SG Americas Securities
71
SG Americas Securities
New York
-$170K -5,256 Closed
C
72
Covestor
United Kingdom
+$138 +5 New

EBTC Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2024, worth a combined $97.9M — down 19% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 5 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 $917K. The largest seller was Advisory Services Network, cutting an estimated $1.89M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $97.9M of Enterprise Bancorp stock for Q1 2024, down 19% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q1 2024 was BlackRock, an estimated $917K added.
  • The largest Enterprise Bancorp seller in Q1 2024 was Advisory Services Network, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2024.