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EBTC

Enterprise Bancorp

Delisted

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

56 hedge funds and large institutions have $77.5M invested in Enterprise Bancorp in 2019 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 20 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 15

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

2% less funds holding

Funds holding: 5756 (-1)

6.51% less ownership

Funds ownership: 27.22%20.71% (-6.5%)

15% less capital invested

Capital invested by funds: $91.6M → $77.5M (-$14.2M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
56
Holders Change
-1
Holders Change %
-1.75%
% of All Funds
1.22%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
20
Reduced
15
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$15M -$273K -9,150 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.1M -$58.5K -1,961 -0.6%
BFC
3
Banc Funds Company
Illinois
$8.5M +$385K +12,901 +5%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.96M +$113K +3,793 +2%
State Street
5
State Street
Massachusetts
$5.61M +$93.8K +3,143 +2%
Northern Trust
6
Northern Trust
Illinois
$3.73M +$59.8K +2,004 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.36M +$189K +6,332 +6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.56M -$32.5K -1,088 -1%
BCM
9
Bridgeway Capital Management
Texas
$1.93M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.69M -$7.55K -253 -0.5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.63M
BCM
12
BHZ Capital Management
California
$1.53M +$103K +3,468 +8%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.5M +$64.1K +2,148 +5%
RHCA
14
Rosenthal Henry Capital Advisors
Indiana
$1.27M
N
15
Nuveen
North Carolina
$1.14M +$1.07M +35,976 New
FDCC
16
Foster Dykema Cabot & Co
Massachusetts
$993K
Charles Schwab
17
Charles Schwab
California
$687K +$2.75K +92 +0.4%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$595K +$9.4K +315 +2%
MAM
19
Martingale Asset Management
Massachusetts
$587K -$8.95K -300 -2%
Wells Fargo
20
Wells Fargo
California
$521K -$32.4K -1,086 -6%
Bank of America
21
Bank of America
North Carolina
$518K +$91.3K +3,060 +23%
RhumbLine Advisers
22
RhumbLine Advisers
Massachusetts
$501K +$53.3K +1,787 +13%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$471K -$267K -8,955 -38%
SAM
24
Silvercrest Asset Management
New York
$440K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$438K -$31.1K -1,041 -7%

EBTC Hedge Fund Activity: Q2 2019 in Review

56 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2019, worth a combined $77.5M — down 15% from $91.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 5 closed out — a net gain of 1 holder — while 20 added to existing stakes and 15 trimmed.

The largest buyer was Nuveen, opening a new position worth an estimated $1.07M. The largest seller was Enterprise Bank & Trust, exiting entirely with an estimated $22.3M sold.

  • 56 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2019, down from 57 in Q1 2019.
  • Funds reported $77.5M of Enterprise Bancorp stock for Q2 2019, down 15% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q2 2019 and 5 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q2 2019 was Nuveen, an estimated $1.07M added.
  • The largest Enterprise Bancorp seller in Q2 2019 was Enterprise Bank & Trust, an estimated $22.3M sold.

Based on aggregated 13F filings for Q2 2019.