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EBTC

Enterprise Bancorp

Delisted

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

58 hedge funds and large institutions have $101M invested in Enterprise Bancorp in 2018 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

21% more capital invested

Capital invested by funds: $83.4M → $101M (+$17.4M)

4% more funds holding

Funds holding: 5658 (+2)

1.05% more ownership

Funds ownership: 20.3%21.35% (+1.1%)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
27
Reduced
12
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.5M +$1.54M +40,324 +9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.5M +$1.55M +40,618 +13%
BFC
3
Banc Funds Company
Illinois
$11.7M +$1.1M +28,915 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.56M +$582K +15,260 +9%
State Street
5
State Street
Massachusetts
$6.42M -$8.88K -233 -0.1%
Northern Trust
6
Northern Trust
Illinois
$4.43M +$205K +5,388 +5%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.85M
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.46M +$213K +5,596 +7%
BCM
9
Bridgeway Capital Management
Texas
$3.31M
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$3.27M -$61.2K -1,607 -2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$2.08M +$47.9K +1,257 +3%
BCM
12
Basswood Capital Management
New York
$1.84M -$1.35M -35,331 -44%
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$1.62M
Renaissance Technologies
14
Renaissance Technologies
New York
$1.5M +$372K +9,751 +36%
CA
15
Cetera Advisors
Colorado
$1.38M
BCM
16
BHZ Capital Management
California
$1.32M +$381 +10 +0%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$1.19M
Morgan Stanley
18
Morgan Stanley
New York
$1.08M -$68.5K -1,798 -6%
Deutsche Bank
19
Deutsche Bank
Germany
$1.03M +$432K +11,333 +80%
TCIM
20
TIAA CREF Investment Management
New York
$822K -$152K -3,980 -16%
Charles Schwab
21
Charles Schwab
California
$798K +$91.6K +2,405 +14%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$746K
TA
23
Teachers Advisors
New York
$681K
MAM
24
Martingale Asset Management
Massachusetts
$648K +$309K +8,100 +102%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$616K +$21.3K +559 +4%

EBTC Hedge Fund Activity: Q2 2018 in Review

58 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2018, worth a combined $101M — up 21% from $83.4M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new EBTC positions and 0 closed out — a net gain of 2 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.55M. The largest seller was Basswood Capital Management, cutting an estimated $1.35M.

  • 58 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2018, up from 56 in Q1 2018.
  • Funds reported $101M of Enterprise Bancorp stock for Q2 2018, up 21% quarter-over-quarter.
  • 2 funds opened new Enterprise Bancorp positions in Q2 2018 and 0 closed out, a net change of +2 holders.
  • The largest Enterprise Bancorp buyer in Q2 2018 was Vanguard Group, an estimated $1.55M added.
  • The largest Enterprise Bancorp seller in Q2 2018 was Basswood Capital Management, an estimated $1.35M sold.

Based on aggregated 13F filings for Q2 2018.