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EBTC

Enterprise Bancorp

Delisted

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

41 hedge funds and large institutions have $28.1M invested in Enterprise Bancorp in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

5% more funds holding

Funds holding: 3941 (+2)

1% more capital invested

Capital invested by funds: $27.7M → $28.1M (+$348K)

15% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 13

Holders
41
Holders Change
+2
Holders Change %
+5.13%
% of All Funds
1.18%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
11
Reduced
13
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$3.89M -$339K -17,410 -8%
BFC
2
Banc Funds Company
Illinois
$3.17M -$228K -11,700 -7%
EPCA
3
Elizabeth Park Capital Advisors
Ohio
$3.08M +$516K +26,546 +22%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.38M
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.36M +$107K +5,478 +5%
State Street
6
State Street
Massachusetts
$2.01M +$3.03K +156 +0.2%
Northern Trust
7
Northern Trust
Illinois
$1.67M -$156K -8,027 -9%
BIT
8
BlackRock Institutional Trust
California
$1.43M -$9.41K -484 -0.7%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$828K -$25K -1,283 -3%
TCIM
10
TIAA CREF Investment Management
New York
$713K +$46.3K +2,383 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$679K +$14.8K +761 +2%
CA
12
Cetera Advisors
Colorado
$666K
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$618K
BCM
14
Bridgeway Capital Management
Texas
$589K +$228K +11,700 +70%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$569K +$121K +6,209 +29%
PAM
16
Panagora Asset Management
Massachusetts
$543K -$720 -37 -0.1%
BIM
17
BlackRock Investment Management
Delaware
$516K -$389 -20 -0.1%
SAM
18
Silvercrest Asset Management
New York
$371K
OCG
19
Opus Capital Group
Ohio
$293K +$276K +14,200 New
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$290K
MAM
21
Martingale Asset Management
Massachusetts
$290K
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$282K +$9.72K +500 +4%
TA
23
Teachers Advisors
New York
$217K +$20.6K +1,058 +11%
NFA
24
Nationwide Fund Advisors
Ohio
$125K
Morgan Stanley
25
Morgan Stanley
New York
$109K -$3.09K -159 -3%

EBTC Hedge Fund Activity: Q2 2014 in Review

41 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2014, worth a combined $28.1M — up 1.3% from $27.7M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 13 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, adding an estimated $516K. The largest seller was BlackRock Fund Advisors, cutting an estimated $339K.

  • 41 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2014, up from 39 in Q1 2014.
  • Funds reported $28.1M of Enterprise Bancorp stock for Q2 2014, up 1.3% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q2 2014 and 4 closed out, a net change of +2 holders.
  • The largest Enterprise Bancorp buyer in Q2 2014 was Elizabeth Park Capital Advisors, an estimated $516K added.
  • The largest Enterprise Bancorp seller in Q2 2014 was BlackRock Fund Advisors, an estimated $339K sold.

Based on aggregated 13F filings for Q2 2014.