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EBTC

Enterprise Bancorp

Delisted

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

69 hedge funds and large institutions have $95.7M invested in Enterprise Bancorp in 2024 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

3% more funds holding

Funds holding: 6769 (+2)

0.38% more ownership

Funds ownership: 30.69%31.07% (+0.38%)

2% less capital invested

Capital invested by funds: $97.9M → $95.7M (-$2.14M)

Holders
69
Holders Change
+2
Holders Change %
+2.99%
% of All Funds
1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
30
Reduced
18
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
51
Citigroup
New York
$63.1K +$11.9K +486 +24%
TRCT
52
Tower Research Capital (TRC)
New York
$39.1K +$38.1K +1,554 +8,179%
Osaic Holdings
53
Osaic Holdings
Arizona
$38.4K
SO
54
STRS Ohio
Ohio
$32.3K +$31.8K +1,300 New
Acadian Asset Management
55
Acadian Asset Management
Massachusetts
$21K
AIP
56
Ameritas Investment Partners
Nebraska
$19.7K
Legal & General Group
57
Legal & General Group
United Kingdom
$19.4K
Fidelity Investments
58
Fidelity Investments
Massachusetts
$18.4K +$11K +450 +156%
California State Teachers Retirement System (CalSTRS)
59
California State Teachers Retirement System (CalSTRS)
California
$17.6K -$6.47K -264 -27%
Nisa Investment Advisors
60
Nisa Investment Advisors
Missouri
$14.7K -$122 -5 -0.8%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$9K +$7.96K +325 +956%
PMAM
62
Picton Mahoney Asset Management
Ontario, Canada
$9K +$9.04K +369 New
AB
63
Amalgamated Bank
New York
$8K
RA
64
Rise Advisors
New York
$5K +$4.92K +201 New
CFD
65
Creative Financial Designs
Indiana
$4.01K +$3.94K +161 New
Comerica Bank
66
Comerica Bank
Texas
$2.21K
GI
67
GAMMA Investing
California
$1.69K
C
68
Covestor
United Kingdom
$1K +$710 +29 +580%
AAP
69
Arax Advisory Partners
Colorado
$797 +$784 +32 New
BCM
70
BHZ Capital Management
California
-$539K -20,766 Closed
ASN
71
Advisory Services Network
Georgia
-$437K -16,815 Closed
Deutsche Bank
72
Deutsche Bank
Germany
-$179K -6,891 Closed
AIG
73
American International Group
New York
-$124K -4,770 Closed
MLICM
74
Metropolitan Life Insurance Company (MetLife)
New York
-$11.7K -451 Closed
CWAF
75
Core Wealth Advisors (Florida)
Florida
-$7.79K -300 Closed

EBTC Hedge Fund Activity: Q2 2024 in Review

69 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2024, worth a combined $95.7M — down 2.2% from $97.9M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new EBTC positions and 7 closed out — a net gain of 2 holders — while 30 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $2.81M. The largest seller was Banc Funds Company, cutting an estimated $1.17M.

  • 69 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2024, up from 67 in Q1 2024.
  • Funds reported $95.7M of Enterprise Bancorp stock for Q2 2024, down 2.2% quarter-over-quarter.
  • 9 funds opened new Enterprise Bancorp positions in Q2 2024 and 7 closed out, a net change of +2 holders.
  • The largest Enterprise Bancorp buyer in Q2 2024 was BlackRock, an estimated $2.81M added.
  • The largest Enterprise Bancorp seller in Q2 2024 was Banc Funds Company, an estimated $1.17M sold.

Based on aggregated 13F filings for Q2 2024.