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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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47 hedge funds and large institutions have $80M invested in Enterprise Bancorp in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 13

5% more capital invested

Capital invested by funds: $76M → $80M (+$4.03M)

0.48% more ownership

Funds ownership: 18.98% → 19.47% (+0.48%)

10% less funds holding

Funds holding: 52 → 47 (-5)

63% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 8

Holders
47
Holders Change
-5
Holders Change %
-9.62%
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
3
Increased
16
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$722K
2
First Trust Advisors
First Trust Advisors
Illinois
+$604K
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$463K
4
State Street
State Street
Massachusetts
+$437K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$380K

Top Sellers

Rank Fund Capital Flow
1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$320K
2
JP Morgan Chase
JP Morgan Chase
New York
-$260K
3
PAM
Panagora Asset Management
Massachusetts
-$205K
4
BCM
BHZ Capital Management
California
-$196K
5
Renaissance Technologies
Renaissance Technologies
New York
-$195K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$15.4M +$722K +21,678 +5%
BFC
2
Banc Funds Company
Illinois
$11M – – –
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.8M +$69.1K +2,073 +0.7%
State Street
4
State Street
Massachusetts
$5.45M +$437K +13,123 +9%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$5.2M +$245K +7,365 +5%
Northern Trust
6
Northern Trust
Illinois
$3.75M +$369K +11,070 +12%
BCM
7
Bridgeway Capital Management
Texas
$3.27M +$5K +150 +0.2%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$3.2M +$463K +13,909 +18%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.79M -$320K -9,618 -11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$2.67M +$10.7K +321 +0.4%
RHCA
11
Rosenthal Henry Capital Advisors
Indiana
$2.04M – – –
Bank of New York Mellon
12
Bank of New York Mellon
New York
$1.46M +$75.7K +2,272 +6%
CA
13
Cetera Advisors
Colorado
$1.2M – – –
BCM
14
BHZ Capital Management
California
$1.17M -$196K -5,888 -15%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$1.11M – – –
TCIM
16
TIAA CREF Investment Management
New York
$902K – – –
Renaissance Technologies
17
Renaissance Technologies
New York
$881K -$195K -5,862 -19%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$667K – – –
First Trust Advisors
19
First Trust Advisors
Illinois
$644K +$604K +18,129 New
TA
20
Teachers Advisors
New York
$598K +$94.9K +2,849 +20%
California State Teachers Retirement System (CalSTRS)
21
California State Teachers Retirement System (CalSTRS)
California
$596K -$53.3K -1,600 -9%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$522K – – –
Charles Schwab
23
Charles Schwab
California
$517K – – –
Morgan Stanley
24
Morgan Stanley
New York
$511K -$126K -3,767 -21%
SAM
25
Silvercrest Asset Management
New York
$494K – – –
1
2 3

EBTC Hedge Fund Activity: Q2 2017 in Review

47 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2017, worth a combined $80M — up 5.3% from $76M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of EBTC and 3 opened new positions — a net loss of 5 holders — while 13 trimmed existing stakes and 16 added.

The largest buyer was BlackRock, adding an estimated $722K. The largest seller was Commonwealth Equity Services, cutting an estimated $320K.

  • 47 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2017, down from 52 in Q1 2017.
  • Funds reported $80M of Enterprise Bancorp stock for Q2 2017, up 5.3% quarter-over-quarter.
  • 3 funds opened new Enterprise Bancorp positions in Q2 2017 and 8 closed out, a net change of -5 holders.
  • The largest Enterprise Bancorp buyer in Q2 2017 was BlackRock, an estimated $722K added.
  • The largest Enterprise Bancorp seller in Q2 2017 was Commonwealth Equity Services, an estimated $320K sold.

Based on aggregated 13F filings for Q2 2017.