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EBTC

Enterprise Bancorp

Delisted

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

59 hedge funds and large institutions have $75.5M invested in Enterprise Bancorp in 2019 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 16 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 3

13% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 16

5% more funds holding

Funds holding: 5659 (+3)

0.62% more ownership

Funds ownership: 20.71%21.33% (+0.62%)

3% less capital invested

Capital invested by funds: $77.5M → $75.5M (-$1.95M)

Holders
59
Holders Change
+3
Holders Change %
+5.36%
% of All Funds
1.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
16
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$14.8M +$532K +18,068 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$10.4M -$5.72K -194 -0.1%
BFC
3
Banc Funds Company
Illinois
$9.53M +$1.47M +49,876 +19%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.66M +$77.4K +2,627 +1%
State Street
5
State Street
Massachusetts
$5.3M -$2.86K -97 -0.1%
Northern Trust
6
Northern Trust
Illinois
$3.37M -$154K -5,227 -4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.2M +$17.9K +609 +0.6%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.41M -$8.63K -293 -0.4%
BCM
9
Bridgeway Capital Management
Texas
$1.82M
Renaissance Technologies
10
Renaissance Technologies
New York
$1.64M +$215K +7,304 +15%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$1.57M -$28.5K -968 -2%
BCM
12
BHZ Capital Management
California
$1.37M -$80.8K -2,742 -6%
N
13
Nuveen
North Carolina
$1.1M +$20.3K +688 +2%
RHCA
14
Rosenthal Henry Capital Advisors
Indiana
$1.05M -$147K -5,000 -13%
FDCC
15
Foster Dykema Cabot & Co
Massachusetts
$939K
Wellington Management Group
16
Wellington Management Group
Massachusetts
$768K -$758K -25,734 -50%
Bank of America
17
Bank of America
North Carolina
$735K +$240K +8,157 +50%
Charles Schwab
18
Charles Schwab
California
$649K
MAM
19
Martingale Asset Management
Massachusetts
$555K
RJFSA
20
Raymond James Financial Services Advisors
Florida
$553K -$9.28K -315 -2%
RhumbLine Advisers
21
RhumbLine Advisers
Massachusetts
$516K +$41.3K +1,401 +9%
Wells Fargo
22
Wells Fargo
California
$513K +$19.3K +654 +4%
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$445K
SAM
24
Silvercrest Asset Management
New York
$416K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$414K

EBTC Hedge Fund Activity: Q3 2019 in Review

59 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2019, worth a combined $75.5M — down 2.5% from $77.5M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 3 closed out — a net gain of 3 holders — while 18 added to existing stakes and 16 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.47M. The largest seller was Wellington Management Group, cutting an estimated $758K.

  • 59 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2019, up from 56 in Q2 2019.
  • Funds reported $75.5M of Enterprise Bancorp stock for Q3 2019, down 2.5% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q3 2019 and 3 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q3 2019 was Banc Funds Company, an estimated $1.47M added.
  • The largest Enterprise Bancorp seller in Q3 2019 was Wellington Management Group, an estimated $758K sold.

Based on aggregated 13F filings for Q3 2019.