Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
46 hedge funds and large institutions have $27.2M invested in Enterprise Bancorp in 2014 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 12 increasing their positions, 12 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
12% more funds holding
Funds holding: 41 → 46 (+5)
0% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 12
3% less capital invested
Capital invested by funds: $28.1M → $27.2M (-$916K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$1.24M |
| 2 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
+$331K |
| 3 |
Charles Schwab
San Francisco,
California
|
+$275K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$258K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$81.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$293K |
| 2 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
-$201K |
| 3 |
BFC
Banc Funds Company
Chicago,
Illinois
|
-$98.9K |
| 4 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
-$41.9K |
| 5 |
Bank of New York Mellon
New York
|
-$41.1K |
EBTC Hedge Fund Activity: Q3 2014 in Review
46 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2014, worth a combined $27.2M — down 3.3% from $28.1M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new EBTC positions and 3 closed out — a net gain of 5 holders — while 12 added to existing stakes and 12 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $1.24M. The largest seller was Opus Capital Group, exiting entirely with an estimated $293K sold.
- 46 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2014, up from 41 in Q2 2014.
- Funds reported $27.2M of Enterprise Bancorp stock for Q3 2014, down 3.3% quarter-over-quarter.
- 8 funds opened new Enterprise Bancorp positions in Q3 2014 and 3 closed out, a net change of +5 holders.
- The largest Enterprise Bancorp buyer in Q3 2014 was Wellington Management Group, an estimated $1.24M added.
- The largest Enterprise Bancorp seller in Q3 2014 was Opus Capital Group, an estimated $293K sold.
Based on aggregated 13F filings for Q3 2014.