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EBTC

Enterprise Bancorp

Delisted

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

59 hedge funds and large institutions have $90.2M invested in Enterprise Bancorp in 2019 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 28 increasing their positions, 11 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 11

19% more capital invested

Capital invested by funds: $75.5M → $90.2M (+$14.7M)

1.2% more ownership

Funds ownership: 21.33%22.52% (+1.2%)

0% more funds holding

Funds holding: 5959 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

Holders
59
Holders Change
Holders Change %
0%
% of All Funds
1.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
28
Reduced
11
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$16.8M +$96.2K +3,107 +0.6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.8M +$46.4K +1,498 +0.4%
BFC
3
Banc Funds Company
Illinois
$10.8M +$2.66K +86 +0%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$7.8M +$247K +7,979 +4%
State Street
5
State Street
Massachusetts
$5.98M -$8.36K -270 -0.2%
Northern Trust
6
Northern Trust
Illinois
$3.84M +$29.5K +953 +0.8%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.76M +$137K +4,423 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.68M -$38.7K -1,249 -2%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$2.49M +$653K +21,097 +40%
Renaissance Technologies
10
Renaissance Technologies
New York
$2.22M +$337K +10,896 +20%
BCM
11
Bridgeway Capital Management
Texas
$2.06M
AWM
12
Argent Wealth Management
Massachusetts
$1.88M +$1.71M +55,360 New
BCM
13
BHZ Capital Management
California
$1.57M +$18.6K +600 +1%
CPSC
14
Carl P. Sherr & Co
Massachusetts
$1.26M +$1.15M +37,203 New
RHCA
15
Rosenthal Henry Capital Advisors
Indiana
$1.19M
N
16
Nuveen
North Carolina
$1.18M -$59.8K -1,932 -5%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$1.06M
Bank of America
18
Bank of America
North Carolina
$840K +$8.54K +276 +1%
Charles Schwab
19
Charles Schwab
California
$733K
Morgan Stanley
20
Morgan Stanley
New York
$699K +$279K +9,014 +77%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$625K
MAM
22
Martingale Asset Management
Massachusetts
$614K -$12.4K -400 -2%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$589K +$6.28K +203 +1%
Wells Fargo
24
Wells Fargo
California
$576K -$2.26K -73 -0.4%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$570K +$61.9K +2,000 +13%

EBTC Hedge Fund Activity: Q4 2019 in Review

59 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2019, worth a combined $90.2M — up 19% from $75.5M a quarter earlier.

Fund positioning in EBTC was balanced in Q4 2019: 5 funds opened new positions, 5 closed out, 28 added to existing stakes and 11 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $653K. The largest seller was Wellington Management Group, exiting entirely with an estimated $768K sold.

  • 59 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2019, unchanged from Q3 2019.
  • Funds reported $90.2M of Enterprise Bancorp stock for Q4 2019, up 19% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q4 2019 and 5 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q4 2019 was Bank of New York Mellon, an estimated $653K added.
  • The largest Enterprise Bancorp seller in Q4 2019 was Wellington Management Group, an estimated $768K sold.

Based on aggregated 13F filings for Q4 2019.