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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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48 hedge funds and large institutions have $35.7M invested in Enterprise Bancorp in 2015 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 2

40% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 10

14% more funds holding

Funds holding: 42 → 48 (+6)

12% more capital invested

Capital invested by funds: $31.9M → $35.7M (+$3.88M)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
1.26%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
14
Reduced
10
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$444K
2
Renaissance Technologies
Renaissance Technologies
New York
+$227K
3
HR
Howe & Rusling
New York
+$210K
4
BFA
BlackRock Fund Advisors
California
+$146K
5
BFC
Banc Funds Company
Illinois
+$92.6K

Top Sellers

Rank Fund Capital Flow
1
AllianceBernstein
AllianceBernstein
Tennessee
-$235K
2
SAM
Silvercrest Asset Management
New York
-$96.1K
3
BA
BlackRock Advisors
Delaware
-$39.9K
4
UBS Group
UBS Group
Switzerland
-$11.3K
5
Morgan Stanley
Morgan Stanley
New York
-$10.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1
BlackRock Fund Advisors
California
$4.52M +$146K +6,238 +3%
EPCA
2
Elizabeth Park Capital Advisors
Ohio
$3.89M – – –
BFC
3
Banc Funds Company
Illinois
$3.88M +$92.6K +3,960 +2%
Vanguard Group
4
Vanguard Group
Pennsylvania
$2.82M +$17.2K +736 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$2.62M – – –
State Street
6
State Street
Massachusetts
$2.56M +$83.7K +3,579 +3%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$2.42M – – –
Northern Trust
8
Northern Trust
Illinois
$1.75M -$117 -5 -0%
BIT
9
BlackRock Institutional Trust
California
$1.23M +$26.6K +1,138 +2%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.03M +$5.38K +230 +0.5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$757K +$11.5K +492 +2%
TCIM
12
TIAA CREF Investment Management
New York
$748K – – –
CA
13
Cetera Advisors
Colorado
$738K – – –
BCM
14
Bridgeway Capital Management
Texas
$725K – – –
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$685K – – –
BIM
16
BlackRock Investment Management
Delaware
$640K +$3.88K +166 +0.6%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$582K +$6.85K +293 +1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$434K +$444K +18,995 New
California State Teachers Retirement System (CalSTRS)
19
California State Teachers Retirement System (CalSTRS)
California
$324K +$5.84K +250 +2%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$321K – – –
Charles Schwab
21
Charles Schwab
California
$318K – – –
SAM
22
Silvercrest Asset Management
New York
$317K -$96.1K -4,110 -23%
BCM
23
BHZ Capital Management
California
$291K +$297K +12,720 New
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$253K +$11.2K +480 +5%
TA
25
Teachers Advisors
New York
$240K – – –
1
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EBTC Hedge Fund Activity: Q4 2015 in Review

48 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2015, worth a combined $35.7M — up 12% from $31.9M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 2 closed out — a net gain of 6 holders — while 14 added to existing stakes and 10 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $444K. The largest seller was AllianceBernstein, exiting entirely with an estimated $235K sold.

  • 48 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2015, up from 42 in Q3 2015.
  • Funds reported $35.7M of Enterprise Bancorp stock for Q4 2015, up 12% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q4 2015 and 2 closed out, a net change of +6 holders.
  • The largest Enterprise Bancorp buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $444K added.
  • The largest Enterprise Bancorp seller in Q4 2015 was AllianceBernstein, an estimated $235K sold.

Based on aggregated 13F filings for Q4 2015.