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EBTC

Enterprise Bancorp
EBTC

Delisted

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

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56 hedge funds and large institutions have $86.2M invested in Enterprise Bancorp in 2018 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

0.09% more ownership

Funds ownership: 21.35% → 21.43% (+0.09%)

3% less funds holding

Funds holding: 58 → 56 (-2)

14% less capital invested

Capital invested by funds: $101M → $86.2M (-$14.5M)

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
56
Holders Change
-2
Holders Change %
-3.45%
% of All Funds
1.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
1
Increased
28
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$422K
2
Vanguard Group
Vanguard Group
Pennsylvania
+$348K
3
State Street
State Street
Massachusetts
+$326K
4
California Public Employees Retirement System
California Public Employees Retirement System
California
+$314K
5
Renaissance Technologies
Renaissance Technologies
New York
+$245K

Top Sellers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
-$1.1M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$443K
3
First Trust Advisors
First Trust Advisors
Illinois
-$396K
4
BCM
Basswood Capital Management
New York
-$241K
5
Morgan Stanley
Morgan Stanley
New York
-$112K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M +$184K +5,012 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.7M +$348K +9,484 +3%
BFC
3
Banc Funds Company
Illinois
$8.89M -$1.1M -30,057 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.82M +$422K +11,503 +6%
State Street
5
State Street
Massachusetts
$5.77M +$326K +8,889 +6%
Northern Trust
6
Northern Trust
Illinois
$3.97M +$217K +5,903 +5%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.05M +$122K +3,312 +4%
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.86M -$443K -12,064 -13%
BCM
9
Bridgeway Capital Management
Texas
$2.82M – – –
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.77M -$16.4K -447 -0.6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.79M +$21.8K +593 +1%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.51M +$245K +6,683 +18%
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$1.38M – – –
BCM
14
Basswood Capital Management
New York
$1.34M -$241K -6,560 -14%
CA
15
Cetera Advisors
Colorado
$1.18M – – –
BCM
16
BHZ Capital Management
California
$1.13M +$12.1K +330 +1%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$1.08M – – –
Deutsche Bank
18
Deutsche Bank
Germany
$1.06M +$197K +5,376 +21%
California Public Employees Retirement System
19
California Public Employees Retirement System
California
$818K +$314K +8,555 +56%
Morgan Stanley
20
Morgan Stanley
New York
$816K -$112K -3,050 -11%
Charles Schwab
21
Charles Schwab
California
$703K +$25.7K +700 +4%
MAM
22
Martingale Asset Management
Massachusetts
$682K +$140K +3,802 +24%
TCIM
23
TIAA CREF Investment Management
New York
$677K -$23K -628 -3%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$634K – – –
TA
25
Teachers Advisors
New York
$573K -$6.05K -165 -1%
1
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EBTC Hedge Fund Activity: Q3 2018 in Review

56 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2018, worth a combined $86.2M — down 14% from $101M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EBTC and 1 opened new positions — a net loss of 2 holders — while 9 trimmed existing stakes and 28 added.

The largest buyer was Dimensional Fund Advisors, adding an estimated $422K. The largest seller was Banc Funds Company, cutting an estimated $1.1M.

  • 56 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2018, down from 58 in Q2 2018.
  • Funds reported $86.2M of Enterprise Bancorp stock for Q3 2018, down 14% quarter-over-quarter.
  • 1 fund opened new Enterprise Bancorp positions in Q3 2018 and 3 closed out, a net change of -2 holders.
  • The largest Enterprise Bancorp buyer in Q3 2018 was Dimensional Fund Advisors, an estimated $422K added.
  • The largest Enterprise Bancorp seller in Q3 2018 was Banc Funds Company, an estimated $1.1M sold.

Based on aggregated 13F filings for Q3 2018.