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EBTC

Enterprise Bancorp

Delisted

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

39 hedge funds and large institutions have $27.7M invested in Enterprise Bancorp in 2014 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 6

100% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 2

5% more funds holding

Funds holding: 3739 (+2)

1% more capital invested

Capital invested by funds: $27.6M → $27.7M (+$147K)

Holders
39
Holders Change
+2
Holders Change %
+5.41%
% of All Funds
1.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
16
Reduced
6
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$4.18M +$68.7K +3,465 +2%
BFC
2
Banc Funds Company
Illinois
$3.36M -$436K -22,000 -12%
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$2.5M +$811K +40,913 +50%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.34M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.22M +$204K +10,274 +10%
State Street
6
State Street
Massachusetts
$1.98M +$7.91K +399 +0.4%
Northern Trust
7
Northern Trust
Illinois
$1.81M -$142K -7,187 -7%
BIT
8
BlackRock Institutional Trust
California
$1.42M +$2.87K +145 +0.2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$842K -$28.6K -1,445 -3%
CA
10
Cetera Advisors
Colorado
$656K
TCIM
11
TIAA CREF Investment Management
New York
$654K
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$654K +$27.1K +1,367 +4%
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$610K
PAM
14
Panagora Asset Management
Massachusetts
$536K +$40.8K +2,056 +8%
BIM
15
BlackRock Investment Management
Delaware
$509K +$5.67K +286 +1%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$434K +$26K +1,311 +7%
SAM
17
Silvercrest Asset Management
New York
$366K
BCM
18
Bridgeway Capital Management
Texas
$342K +$2.97K +150 +0.9%
Bank of America
19
Bank of America
North Carolina
$317K +$309K +15,584 New
MAM
20
Martingale Asset Management
Massachusetts
$286K +$87.3K +4,402 +46%
California Public Employees Retirement System
21
California Public Employees Retirement System
California
$284K
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$267K
CS
23
Credit Suisse
Switzerland
$219K +$213K +10,765 New
TA
24
Teachers Advisors
New York
$192K
NFA
25
Nationwide Fund Advisors
Ohio
$124K

EBTC Hedge Fund Activity: Q1 2014 in Review

39 of the 3,464 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2014, worth a combined $27.7M — up 0.53% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EBTC positions and 2 closed out — a net gain of 2 holders — while 16 added to existing stakes and 6 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, adding an estimated $811K. The largest seller was Banc Funds Company, cutting an estimated $436K.

  • 39 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2014, up from 37 in Q4 2013.
  • Funds reported $27.7M of Enterprise Bancorp stock for Q1 2014, up 0.53% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q1 2014 and 2 closed out, a net change of +2 holders.
  • The largest Enterprise Bancorp buyer in Q1 2014 was Elizabeth Park Capital Advisors, an estimated $811K added.
  • The largest Enterprise Bancorp seller in Q1 2014 was Banc Funds Company, an estimated $436K sold.

Based on aggregated 13F filings for Q1 2014.