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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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44 hedge funds and large institutions have $37.5M invested in Enterprise Bancorp in 2014 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 17 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more capital invested

Capital invested by funds: $27.1M → $37.5M (+$10.4M)

31% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 13

0% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 4

4% less funds holding

Funds holding: 46 → 44 (-2)

Holders
44
Holders Change
-2
Holders Change %
-4.35%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
17
Reduced
13
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFA
BlackRock Fund Advisors
California
+$728K
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$705K
3
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
+$224K
4
State Street
State Street
Massachusetts
+$118K
5
Citigroup
Citigroup
New York
+$72.1K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$245K
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$181K
3
BFC
Banc Funds Company
Illinois
-$118K
4
TRCT
Tower Research Capital (TRC)
New York
-$90.7K
5
BIT
BlackRock Institutional Trust
California
-$65.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$5.31M +$728K +32,177 +18%
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$4.27M +$71.7K +3,169 +2%
BFC
3
Banc Funds Company
Illinois
$3.62M -$118K -5,200 -3%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.9M +$12.3K +544 +0.5%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.9M – – –
State Street
6
State Street
Massachusetts
$2.6M +$118K +5,223 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.37M +$705K +31,174 +50%
Northern Trust
8
Northern Trust
Illinois
$2.01M -$35.6K -1,574 -2%
BIT
9
BlackRock Institutional Trust
California
$1.64M -$65.1K -2,879 -4%
TCIM
10
TIAA CREF Investment Management
New York
$852K +$17.7K +782 +2%
CA
11
Cetera Advisors
Colorado
$816K – – –
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$810K -$22.2K -983 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$772K +$1.49K +66 +0.2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$759K -$181K -8,009 -21%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$757K – – –
BCM
16
Bridgeway Capital Management
Texas
$723K +$2.26K +100 +0.4%
BIM
17
BlackRock Investment Management
Delaware
$630K -$1.31K -58 -0.2%
PAM
18
Panagora Asset Management
Massachusetts
$568K -$38.9K -1,721 -7%
SAM
19
Silvercrest Asset Management
New York
$454K – – –
MAM
20
Martingale Asset Management
Massachusetts
$353K -$2.26K -100 -0.7%
Charles Schwab
21
Charles Schwab
California
$352K – – –
California State Teachers Retirement System (CalSTRS)
22
California State Teachers Retirement System (CalSTRS)
California
$348K +$1.33K +59 +0.4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$304K – – –
TA
24
Teachers Advisors
New York
$265K – – –
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$250K +$224K +9,892 New
1
2

EBTC Hedge Fund Activity: Q4 2014 in Review

44 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2014, worth a combined $37.5M — up 38% from $27.1M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2014: 4 funds opened new positions, 4 closed out, 17 added to existing stakes and 13 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $728K. The largest seller was Stifel Financial, exiting entirely with an estimated $245K sold.

  • 44 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2014, down from 46 in Q3 2014.
  • Funds reported $37.5M of Enterprise Bancorp stock for Q4 2014, up 38% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q4 2014 and 4 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2014 was BlackRock Fund Advisors, an estimated $728K added.
  • The largest Enterprise Bancorp seller in Q4 2014 was Stifel Financial, an estimated $245K sold.

Based on aggregated 13F filings for Q4 2014.