Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
80 hedge funds and large institutions have $131M invested in Enterprise Bancorp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.
183% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 12
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
37% more capital invested
Capital invested by funds: $95.7M → $131M (+$35M)
16% more funds holding
Funds holding: 69 → 80 (+11)
1.86% more ownership
Funds ownership: 31.07% → 32.93% (+1.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$2.28M |
| 2 |
ACM
Ategra Capital Management
Vienna,
Virginia
|
+$2M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.83M |
| 4 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$950K |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$673K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MI
M3F Inc
Salt Lake City,
Utah
|
-$2.48M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$492K |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$462K |
| 4 |
Millennium Management
New York
|
-$350K |
| 5 |
Renaissance Technologies
New York
|
-$343K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MRCM
76
M&R Capital Management
Summit,
New Jersey
| $1.83K | +$1.63K | +57 | New |
|
|
CPA
77
Capital Performance Advisors
Walnut Creek,
California
| $1.63K | +$1.46K | +51 | New |
|
|
AAP
78
Arax Advisory Partners
Denver,
Colorado
| $1.02K | – | – | – |
|
|
C
79
Covestor
London,
United Kingdom
| $1K | +$258 | +9 | +26% |
|
|
SCM
80
Sterling Capital Management
Charlotte,
North Carolina
| $991 | +$889 | +31 | New |
|
|
MI
81
M3F Inc
Salt Lake City,
Utah
| – | -$2.48M | -99,529 | Closed |
|
|
82
Invesco
Atlanta,
Georgia
| – | -$492K | -19,768 | Closed |
|
|
83
Millennium Management
New York
| – | -$350K | -14,049 | Closed |
|
84
Jane Street
New York
| – | -$309K | -12,437 | Closed |
|
|
QC
85
Quadrature Capital
London,
United Kingdom
| – | -$278K | -11,237 | Closed |
|
86
Cambridge Investment Research Advisors
Fairfield,
Iowa
| – | -$221K | -8,890 | Closed |
|
87
Acadian Asset Management
Boston,
Massachusetts
| – | -$21K | -857 | Closed |
|
EBTC Hedge Fund Activity: Q3 2024 in Review
80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2024, worth a combined $131M — up 37% from $95.7M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new EBTC positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 12 trimmed.
The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $2.28M. The largest seller was M3F Inc, exiting entirely with an estimated $2.48M sold.
- 80 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2024, up from 69 in Q2 2024.
- Funds reported $131M of Enterprise Bancorp stock for Q3 2024, up 37% quarter-over-quarter.
- 18 funds opened new Enterprise Bancorp positions in Q3 2024 and 7 closed out, a net change of +11 holders.
- The largest Enterprise Bancorp buyer in Q3 2024 was Elizabeth Park Capital Advisors, an estimated $2.28M added.
- The largest Enterprise Bancorp seller in Q3 2024 was M3F Inc, an estimated $2.48M sold.
Based on aggregated 13F filings for Q3 2024.