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EBTC

Enterprise Bancorp

Delisted

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

49 hedge funds and large institutions have $32M invested in Enterprise Bancorp in 2015 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 12

11% more funds holding

Funds holding: 4449 (+5)

15% less capital invested

Capital invested by funds: $37.5M → $32M (-$5.58M)

Holders
49
Holders Change
+5
Holders Change %
+11.36%
% of All Funds
1.31%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
14
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$4.39M -$77.7K -3,596 -2%
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$3.63M +$33.8K +1,563 +0.9%
BFC
3
Banc Funds Company
Illinois
$3.05M
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.54M +$99.5K +4,608 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.44M
State Street
6
State Street
Massachusetts
$2.26M +$74K +3,427 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2M
Northern Trust
8
Northern Trust
Illinois
$1.67M -$27K -1,250 -2%
BIT
9
BlackRock Institutional Trust
California
$1.33M -$46.9K -2,173 -3%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$921K +$243K +11,255 +35%
TCIM
11
TIAA CREF Investment Management
New York
$717K
CA
12
Cetera Advisors
Colorado
$687K
Geode Capital Management
13
Geode Capital Management
Massachusetts
$662K +$12.8K +591 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$650K +$12.2K +567 +2%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$637K
BCM
16
Bridgeway Capital Management
Texas
$608K
BIM
17
BlackRock Investment Management
Delaware
$523K -$6.8K -315 -1%
SAM
18
Silvercrest Asset Management
New York
$382K
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$304K
Charles Schwab
20
Charles Schwab
California
$296K
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$293K
MAM
22
Martingale Asset Management
Massachusetts
$285K -$13K -600 -4%
PAM
23
Panagora Asset Management
Massachusetts
$250K -$231K -10,702 -48%
TA
24
Teachers Advisors
New York
$223K
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$221K +$10.8K +500 +5%

EBTC Hedge Fund Activity: Q1 2015 in Review

49 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2015, worth a combined $32M — down 15% from $37.5M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 0 closed out — a net gain of 5 holders — while 14 added to existing stakes and 12 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $243K. The largest seller was Panagora Asset Management, cutting an estimated $231K.

  • 49 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2015, up from 44 in Q4 2014.
  • Funds reported $32M of Enterprise Bancorp stock for Q1 2015, down 15% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q1 2015 and 0 closed out, a net change of +5 holders.
  • The largest Enterprise Bancorp buyer in Q1 2015 was Commonwealth Equity Services, an estimated $243K added.
  • The largest Enterprise Bancorp seller in Q1 2015 was Panagora Asset Management, an estimated $231K sold.

Based on aggregated 13F filings for Q1 2015.