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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 $78.7M invested in Enterprise Bancorp in 2018 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

0% more funds holding

Funds holding: 56 → 56 (0)

0% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 2

0.46% less ownership

Funds ownership: 21.43% → 20.97% (-0.46%)

9% less capital invested

Capital invested by funds: $86.2M → $78.7M (-$7.49M)

Holders
56
Holders Change
–
Holders Change %
0%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
20
Reduced
15
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
+$716K
2
BlackRock
BlackRock
New York
+$459K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$250K
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$220K
5
State Street
State Street
Massachusetts
+$171K

Top Sellers

Rank Fund Capital Flow
1
CA
Cetera Advisors
Colorado
-$1.18M
2
BFC
Banc Funds Company
Illinois
-$1.1M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$572K
4
BCM
Bridgeway Capital Management
Texas
-$481K
5
Deutsche Bank
Deutsche Bank
Germany
-$467K
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$16.2M +$459K +14,530 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.3M -$572K -18,089 -5%
BFC
3
Banc Funds Company
Illinois
$7.03M -$1.1M -34,655 -13%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.64M +$250K +7,923 +4%
State Street
5
State Street
Massachusetts
$5.57M +$171K +5,423 +3%
Northern Trust
6
Northern Trust
Illinois
$3.71M -$3.04K -96 -0.1%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.08M +$220K +6,946 +8%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.65M +$55.1K +1,742 +2%
Wellington Management Group
9
Wellington Management Group
Massachusetts
$2.45M -$214K -6,774 -8%
BCM
10
Bridgeway Capital Management
Texas
$2.15M -$481K -15,200 -19%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.7M +$27.6K +872 +2%
Renaissance Technologies
12
Renaissance Technologies
New York
$1.34M -$70.6K -2,234 -5%
RHCA
13
Rosenthal Henry Capital Advisors
Indiana
$1.29M – – –
BCM
14
Basswood Capital Management
New York
$1.25M – – –
BCM
15
BHZ Capital Management
California
$1.07M +$12.3K +389 +1%
FDCC
16
Foster Dykema Cabot & Co
Massachusetts
$1.01M – – –
Morgan Stanley
17
Morgan Stanley
New York
$777K +$14.6K +462 +2%
California Public Employees Retirement System
18
California Public Employees Retirement System
California
$765K – – –
Charles Schwab
19
Charles Schwab
California
$765K +$106K +3,346 +16%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$728K +$716K +22,643 New
TCIM
21
TIAA CREF Investment Management
New York
$629K -$4.01K -127 -0.6%
MAM
22
Martingale Asset Management
Massachusetts
$605K -$31.6K -1,000 -5%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$593K – – –
TA
24
Teachers Advisors
New York
$536K – – –
Wells Fargo
25
Wells Fargo
California
$522K +$96K +3,035 +23%
1
2 3

EBTC Hedge Fund Activity: Q4 2018 in Review

56 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2018, worth a combined $78.7M — down 8.7% from $86.2M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2018: 2 funds opened new positions, 2 closed out, 20 added to existing stakes and 15 trimmed.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $716K. The largest seller was Cetera Advisors, exiting entirely with an estimated $1.18M sold.

  • 56 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2018, unchanged from Q3 2018.
  • Funds reported $78.7M of Enterprise Bancorp stock for Q4 2018, down 8.7% quarter-over-quarter.
  • 2 funds opened new Enterprise Bancorp positions in Q4 2018 and 2 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2018 was Russell Investments Group, an estimated $716K added.
  • The largest Enterprise Bancorp seller in Q4 2018 was Cetera Advisors, an estimated $1.18M sold.

Based on aggregated 13F filings for Q4 2018.