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EBTC

Enterprise Bancorp

Delisted

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

90 hedge funds and large institutions have $172M invested in Enterprise Bancorp in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 34.24%35.51% (+1.3%)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.95M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2% less funds holding

Funds holding: 9290 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less call options, than puts

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

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
28
Closed
13
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
76
Fidelity Investments
Massachusetts
$19.1K +$2.79K +68 +16%
AB
77
Amalgamated Bank
New York
$13K
GI
78
GAMMA Investing
California
$9.93K -$902 -22 -8%
Nisa Investment Advisors
79
Nisa Investment Advisors
Missouri
$9.15K -$14.6K -355 -60%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$6.7K +$1.64K +40 +30%
SCM
81
Sterling Capital Management
North Carolina
$6.66K -$5.98K -146 -46%
CFD
82
Creative Financial Designs
Indiana
$6.39K +$41 +1 +0.6%
VCM
83
Versant Capital Management
Arizona
$5.92K
Comerica Bank
84
Comerica Bank
Texas
$3.46K
CCM
85
Coldstream Capital Management
Washington
$2.26K +$2.38K +58 New
QCG
86
Quadrant Capital Group
Ohio
$1.21K +$1.27K +31 New
Federated Hermes
87
Federated Hermes
Pennsylvania
$662 +$697 +17 New
RIL
88
Rothschild Investment LLC
Illinois
$195 +$205 +5 New
EWA
89
EverSource Wealth Advisors
Alabama
$117 +$123 +3 New
IA
90
IFP Advisors
Florida
$39
MAM
91
Martingale Asset Management
Massachusetts
-$1.05M -26,491 Closed
Wellington Management Group
92
Wellington Management Group
Massachusetts
-$923K -23,333 Closed
Connor, Clark & Lunn Investment Management (CC&L)
93
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$493K -12,476 Closed
Citadel Advisors
94
Citadel Advisors
Florida
-$388K -9,804 Closed
First Trust Advisors
95
First Trust Advisors
Illinois
-$299K -7,568 Closed
Renaissance Technologies
96
Renaissance Technologies
New York
-$225K -5,700 Closed
PCA
97
Pallas Capital Advisors
Massachusetts
-$209K -5,296 Closed
PMAM
98
Picton Mahoney Asset Management
Ontario, Canada
-$35K -884 Closed
SO
99
STRS Ohio
Ohio
-$15.8K -400 Closed
S
100
Sachetta
Massachusetts
-$12.2K -308 Closed

EBTC Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2025, worth a combined $172M — up 2.3% from $168M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EBTC and 11 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 28 added.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $5.46M. The largest seller was BlackRock, cutting an estimated $1.62M.

  • 90 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $172M of Enterprise Bancorp stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 11 funds opened new Enterprise Bancorp positions in Q1 2025 and 13 closed out, a net change of -2 holders.
  • The largest Enterprise Bancorp buyer in Q1 2025 was Qube Research & Technologies (QRT), an estimated $5.46M added.
  • The largest Enterprise Bancorp seller in Q1 2025 was BlackRock, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.