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EBTC

Enterprise Bancorp

Delisted

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

58 hedge funds and large institutions have $71.3M invested in Enterprise Bancorp in 2020 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 18 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 22.52%22.31% (-0.22%)

2% less funds holding

Funds holding: 5958 (-1)

10% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 20

20% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 5

21% less capital invested

Capital invested by funds: $90.2M → $71.3M (-$18.9M)

Holders
58
Holders Change
-1
Holders Change %
-1.69%
% of All Funds
1.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
18
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.6M +$203K +6,864 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.62M +$198K +6,692 +2%
BFC
3
Banc Funds Company
Illinois
$8.58M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.43M +$243K +8,232 +4%
State Street
5
State Street
Massachusetts
$4.54M -$248K -8,395 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.19M +$216K +7,298 +7%
Northern Trust
7
Northern Trust
Illinois
$3.01M -$52.3K -1,771 -2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.08M -$62.2K -2,107 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.9M -$88.9K -3,010 -4%
BCM
10
Bridgeway Capital Management
Texas
$1.64M
Renaissance Technologies
11
Renaissance Technologies
New York
$1.52M -$273K -9,248 -14%
AWM
12
Argent Wealth Management
Massachusetts
$1.5M
FDCC
13
Foster Dykema Cabot & Co
Massachusetts
$1.43M +$639K +21,618 +69%
N
14
Nuveen
North Carolina
$972K +$38.5K +1,302 +4%
CPSC
15
Carl P. Sherr & Co
Massachusetts
$952K -$56.6K -1,916 -5%
BCM
16
BHZ Capital Management
California
$943K -$334K -11,321 -24%
RHCA
17
Rosenthal Henry Capital Advisors
Indiana
$925K -$21.7K -736 -2%
SCP
18
Siena Capital Partners
Illinois
$610K +$667K +22,585 New
Charles Schwab
19
Charles Schwab
California
$587K +$2.6K +88 +0.4%
Bank of America
20
Bank of America
North Carolina
$519K -$165K -5,579 -23%
Wells Fargo
21
Wells Fargo
California
$512K +$57.5K +1,947 +11%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$498K
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$488K +$20.7K +700 +4%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$455K
MAM
25
Martingale Asset Management
Massachusetts
$430K -$65K -2,199 -12%

EBTC Hedge Fund Activity: Q1 2020 in Review

58 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2020, worth a combined $71.3M — down 21% from $90.2M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of EBTC and 4 opened new positions — a net loss of 1 holder — while 20 trimmed existing stakes and 18 added.

The largest buyer was Siena Capital Partners, opening a new position worth an estimated $667K. The largest seller was Millennium Management, exiting entirely with an estimated $466K sold.

  • 58 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2020, down from 59 in Q4 2019.
  • Funds reported $71.3M of Enterprise Bancorp stock for Q1 2020, down 21% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q1 2020 and 5 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q1 2020 was Siena Capital Partners, an estimated $667K added.
  • The largest Enterprise Bancorp seller in Q1 2020 was Millennium Management, an estimated $466K sold.

Based on aggregated 13F filings for Q1 2020.