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EBTC

Enterprise Bancorp

Delisted

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

50 hedge funds and large institutions have $53M invested in Enterprise Bancorp in 2016 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 27 increasing their positions, 4 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

575% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 4

23% more capital invested

Capital invested by funds: $43.2M → $53M (+$9.76M)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

2% less funds holding

Funds holding: 5150 (-1)

Holders
50
Holders Change
-1
Holders Change %
-1.96%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
27
Reduced
4
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$8.63M +$662K +26,785 +10%
BFA
2
BlackRock Fund Advisors
California
$7.04M +$877K +35,502 +16%
Vanguard Group
3
Vanguard Group
Pennsylvania
$5.9M +$705K +28,510 +16%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.42M +$35.1K +1,422 +1%
State Street
5
State Street
Massachusetts
$3.41M +$176K +7,116 +6%
Wellington Management Group
6
Wellington Management Group
Massachusetts
$2.59M -$446K -18,029 -16%
BCM
7
Bridgeway Capital Management
Texas
$2.58M -$314K -12,702 -12%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.52M +$117K +4,727 +6%
Northern Trust
9
Northern Trust
Illinois
$2.44M +$156K +6,331 +8%
BIT
10
BlackRock Institutional Trust
California
$2.08M +$291K +11,765 +19%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$1.95M +$802K +32,429 +87%
BCM
12
BHZ Capital Management
California
$1.19M +$989 +40 +0.1%
CA
13
Cetera Advisors
Colorado
$944K
BIM
14
BlackRock Investment Management
Delaware
$910K +$8.58K +347 +1%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$877K
Bank of New York Mellon
16
Bank of New York Mellon
New York
$814K +$39.3K +1,589 +6%
Renaissance Technologies
17
Renaissance Technologies
New York
$622K +$116K +4,700 +27%
California State Teachers Retirement System (CalSTRS)
18
California State Teachers Retirement System (CalSTRS)
California
$539K +$42K +1,700 +10%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$533K
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$411K
Charles Schwab
21
Charles Schwab
California
$407K
SAM
22
Silvercrest Asset Management
New York
$389K
TA
23
Teachers Advisors
New York
$349K
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$309K +$38.3K +1,550 +16%
New York State Common Retirement Fund
25
New York State Common Retirement Fund
New York
$308K

EBTC Hedge Fund Activity: Q3 2016 in Review

50 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2016, worth a combined $53M — up 23% from $43.2M a quarter earlier.

Fund positioning in EBTC was balanced in Q3 2016: 3 funds opened new positions, 3 closed out, 27 added to existing stakes and 4 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $877K. The largest seller was Wellington Management Group, cutting an estimated $446K.

  • 50 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2016, down from 51 in Q2 2016.
  • Funds reported $53M of Enterprise Bancorp stock for Q3 2016, up 23% quarter-over-quarter.
  • 3 funds opened new Enterprise Bancorp positions in Q3 2016 and 3 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $877K added.
  • The largest Enterprise Bancorp seller in Q3 2016 was Wellington Management Group, an estimated $446K sold.

Based on aggregated 13F filings for Q3 2016.