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EBTC

Enterprise Bancorp

Delisted

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

54 hedge funds and large institutions have $80.4M invested in Enterprise Bancorp in 2016 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 3

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

52% more capital invested

Capital invested by funds: $53M → $80.4M (+$27.4M)

18.69% more ownership

Funds ownership: 0%18.69% (+19%)

8% more funds holding

Funds holding: 5054 (+4)

Holders
54
Holders Change
+4
Holders Change %
+8%
% of All Funds
1.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
20
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BFC
1
Banc Funds Company
Illinois
$11.6M
BFA
2
BlackRock Fund Advisors
California
$11.3M +$1.51M +48,341 +19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$9.33M +$1.17M +37,676 +18%
State Street
4
State Street
Massachusetts
$5.13M +$460K +14,761 +12%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$4.65M +$49.6K +1,591 +1%
BCM
6
Bridgeway Capital Management
Texas
$3.45M
Northern Trust
7
Northern Trust
Illinois
$3.44M +$140K +4,481 +5%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.27M -$88.1K -2,828 -3%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.76M -$595K -19,100 -21%
BIT
10
BlackRock Institutional Trust
California
$2.75M -$34.9K -1,121 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$2.69M +$65K +2,087 +3%
RHCA
12
Rosenthal Henry Capital Advisors
Indiana
$2.25M +$1.87M +60,000 New
BCM
13
BHZ Capital Management
California
$1.47M -$106K -3,402 -8%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.32M +$187K +6,006 +21%
CA
15
Cetera Advisors
Colorado
$1.27M
Morgan Stanley
16
Morgan Stanley
New York
$1.23M +$787K +25,271 +338%
BIM
17
BlackRock Investment Management
Delaware
$1.23M +$7.16K +230 +0.7%
FDCC
18
Foster Dykema Cabot & Co
Massachusetts
$1.18M
TCIM
19
TIAA CREF Investment Management
New York
$970K -$18.2K -584 -2%
Renaissance Technologies
20
Renaissance Technologies
New York
$909K +$62.3K +2,000 +9%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$708K -$12.5K -400 -2%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$706K -$8.1K -260 -1%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$580K +$481K +15,443 New
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$551K
Charles Schwab
25
Charles Schwab
California
$546K

EBTC Hedge Fund Activity: Q4 2016 in Review

54 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2016, worth a combined $80.4M — up 52% from $53M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new EBTC positions and 3 closed out — a net gain of 4 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was BlackRock Fund Advisors, adding an estimated $1.51M. The largest seller was Wellington Management Group, cutting an estimated $595K.

  • 54 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2016, up from 50 in Q3 2016.
  • Funds reported $80.4M of Enterprise Bancorp stock for Q4 2016, up 52% quarter-over-quarter.
  • 7 funds opened new Enterprise Bancorp positions in Q4 2016 and 3 closed out, a net change of +4 holders.
  • The largest Enterprise Bancorp buyer in Q4 2016 was BlackRock Fund Advisors, an estimated $1.51M added.
  • The largest Enterprise Bancorp seller in Q4 2016 was Wellington Management Group, an estimated $595K sold.

Based on aggregated 13F filings for Q4 2016.