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EBTC

Enterprise Bancorp

Delisted

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

92 hedge funds and large institutions have $168M invested in Enterprise Bancorp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $131M → $168M (+$37.6M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

15% more funds holding

Funds holding: 8092 (+12)

1.3% more ownership

Funds ownership: 32.93%34.24% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
25
Closed
4
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$28K +$1.15K +32 +5%
Nisa Investment Advisors
77
Nisa Investment Advisors
Missouri
$23.3K
Fidelity Investments
78
Fidelity Investments
Massachusetts
$16.7K -$3.02K -84 -17%
SO
79
STRS Ohio
Ohio
$15.8K -$32.4K -900 -69%
AB
80
Amalgamated Bank
New York
$13K
SCM
81
Sterling Capital Management
North Carolina
$12.5K +$10.3K +286 +923%
S
82
Sachetta
Massachusetts
$12.2K
GI
83
GAMMA Investing
California
$11K +$7.23K +201 +264%
TRCT
84
Tower Research Capital (TRC)
New York
$7.59K -$23.6K -655 -77%
CFD
85
Creative Financial Designs
Indiana
$6.46K +$36 +1 +0.6%
VCM
86
Versant Capital Management
Arizona
$6.01K +$5.47K +152 New
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$5.22K
Comerica Bank
88
Comerica Bank
Texas
$3.52K
AAP
89
Arax Advisory Partners
Colorado
$1.27K
IA
90
IFP Advisors
Florida
$40 +$36 +1 New
SS
91
SBI Securities
Japan
$40 +$36 +1 New
EPCA
92
Elizabeth Park Capital Advisors
Ohio
-$2.54M -79,467 Closed
EC
93
EJF Capital
Virginia
-$463K -14,481 Closed
RA
94
Rise Advisors
New York
-$6.47K -203 Closed
CPA
95
Capital Performance Advisors
California
-$1.63K -51 Closed
C
96
Covestor
United Kingdom
-$1.48K -41 -95%

EBTC Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2024, worth a combined $168M — up 29% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EBTC positions and 4 closed out — a net gain of 14 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Citigroup, adding an estimated $4.35M. The largest seller was BlackRock, cutting an estimated $2.84M.

  • 92 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $168M of Enterprise Bancorp stock for Q4 2024, up 29% quarter-over-quarter.
  • 18 funds opened new Enterprise Bancorp positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Enterprise Bancorp buyer in Q4 2024 was Citigroup, an estimated $4.35M added.
  • The largest Enterprise Bancorp seller in Q4 2024 was BlackRock, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2024.