We are live on ! Find out more
EBTC

Enterprise Bancorp
EBTC

Delisted

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

Back to rankings

57 hedge funds and large institutions have $91.6M invested in Enterprise Bancorp in 2019 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 14 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 14

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

16% more capital invested

Capital invested by funds: $78.7M → $91.6M (+$12.9M)

6.25% more ownership

Funds ownership: 20.97% → 27.22% (+6.2%)

2% more funds holding

Funds holding: 56 → 57 (+1)

Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
1.23%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
19
Reduced
14
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BFC
Banc Funds Company
Illinois
+$973K
2
BCM
BHZ Capital Management
California
+$362K
3
Goldman Sachs
Goldman Sachs
New York
+$339K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$296K
5
SG Americas Securities
SG Americas Securities
New York
+$241K

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$1.25M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$775K
3
BlackRock
BlackRock
New York
-$597K
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$559K
5
Morgan Stanley
Morgan Stanley
New York
-$428K
Name Holding Trade Value Shares
Change 		Change in
Stake
EBT
1
Enterprise Bank & Trust
Massachusetts
$22.3M +$24.2M +776,694 New
BlackRock
2
BlackRock
New York
$13.9M -$597K -19,156 -4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$10.1M +$1.84K +59 +0%
BFC
4
Banc Funds Company
Illinois
$7.33M +$973K +31,252 +14%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$6.2M +$296K +9,490 +5%
State Street
6
State Street
Massachusetts
$4.99M +$20.9K +672 +0.4%
Northern Trust
7
Northern Trust
Illinois
$3.33M +$11.7K +376 +0.3%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$2.86M +$122K +3,912 +4%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$2.35M -$12.7K -407 -0.5%
BCM
10
Bridgeway Capital Management
Texas
$1.75M -$187K -6,000 -9%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.54M +$18.7K +600 +1%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.48M -$775K -24,900 -33%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.3M +$109K +3,500 +8%
BCM
14
BHZ Capital Management
California
$1.29M +$362K +11,632 +35%
RHCA
15
Rosenthal Henry Capital Advisors
Indiana
$1.15M – – –
FDCC
16
Foster Dykema Cabot & Co
Massachusetts
$899K – – –
California Public Employees Retirement System
17
California Public Employees Retirement System
California
$684K – – –
Charles Schwab
18
Charles Schwab
California
$620K -$69.6K -2,235 -9%
TCIM
19
TIAA CREF Investment Management
New York
$560K -$2.18K -70 -0.4%
MAM
20
Martingale Asset Management
Massachusetts
$541K – – –
RJFSA
21
Raymond James Financial Services Advisors
Florida
$530K – – –
Wells Fargo
22
Wells Fargo
California
$503K +$40.5K +1,299 +8%
TA
23
Teachers Advisors
New York
$479K – – –
Deutsche Bank
24
Deutsche Bank
Germany
$437K -$24.3K -779 -5%
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$426K – – –
1
2 3

EBTC Hedge Fund Activity: Q1 2019 in Review

57 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2019, worth a combined $91.6M — up 16% from $78.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new EBTC positions and 4 closed out — a net gain of 1 holder — while 19 added to existing stakes and 14 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $973K. The largest seller was Basswood Capital Management, exiting entirely with an estimated $1.25M sold.

  • 57 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2019, up from 56 in Q4 2018.
  • Funds reported $91.6M of Enterprise Bancorp stock for Q1 2019, up 16% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q1 2019 and 4 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q1 2019 was Banc Funds Company, an estimated $973K added.
  • The largest Enterprise Bancorp seller in Q1 2019 was Basswood Capital Management, an estimated $1.25M sold.

Based on aggregated 13F filings for Q1 2019.