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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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46 hedge funds and large institutions have $27.1M 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.

New
Increased
Maintained
Reduced
Closed

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 → $27.1M (-$955K)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
12
Reduced
12
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
+$1.24M
2
EPCA
Elizabeth Park Capital Advisors
Ohio
+$331K
3
Charles Schwab
Charles Schwab
California
+$275K
4
Stifel Financial
Stifel Financial
Missouri
+$258K
5
TRCT
Tower Research Capital (TRC)
New York
+$81.3K

Top Sellers

Rank Fund Capital Flow
1
OCG
Opus Capital Group
Ohio
-$293K
2
BFA
BlackRock Fund Advisors
California
-$201K
3
BFC
Banc Funds Company
Illinois
-$98.9K
4
PAM
Panagora Asset Management
Massachusetts
-$41.9K
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$41.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$3.36M -$201K -10,189 -5%
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$3.13M +$331K +16,724 +11%
BFC
3
Banc Funds Company
Illinois
$2.8M -$98.9K -5,000 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$2.16M -$9.89K -500 -0.4%
Vanguard Group
5
Vanguard Group
Pennsylvania
$2.15M -$1.03K -52 -0%
State Street
6
State Street
Massachusetts
$1.84M +$890 +45 +0%
Northern Trust
7
Northern Trust
Illinois
$1.53M +$6.74K +341 +0.4%
BIT
8
BlackRock Institutional Trust
California
$1.27M -$33.1K -1,675 -2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$1.18M +$1.24M +62,694 New
Bank of New York Mellon
10
Bank of New York Mellon
New York
$717K -$41.1K -2,078 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$623K +$2.49K +126 +0.4%
TCIM
12
TIAA CREF Investment Management
New York
$621K -$31.3K -1,583 -5%
CA
13
Cetera Advisors
Colorado
$608K – – –
Geode Capital Management
14
Geode Capital Management
Massachusetts
$574K +$57.9K +2,930 +11%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$565K – – –
BCM
16
Bridgeway Capital Management
Texas
$538K – – –
BIM
17
BlackRock Investment Management
Delaware
$471K -$732 -37 -0.1%
PAM
18
Panagora Asset Management
Massachusetts
$456K -$41.9K -2,119 -8%
SAM
19
Silvercrest Asset Management
New York
$339K – – –
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$265K – – –
MAM
21
Martingale Asset Management
Massachusetts
$265K – – –
Charles Schwab
22
Charles Schwab
California
$263K +$275K +13,914 New
California State Teachers Retirement System (CalSTRS)
23
California State Teachers Retirement System (CalSTRS)
California
$259K +$1.54K +78 +0.6%
Stifel Financial
24
Stifel Financial
Missouri
$245K +$258K +13,037 New
TA
25
Teachers Advisors
New York
$198K – – –
1
2

EBTC Hedge Fund Activity: Q3 2014 in Review

46 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2014, worth a combined $27.1M — down 3.4% 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 $27.1M of Enterprise Bancorp stock for Q3 2014, down 3.4% 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.