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EBTC

Enterprise Bancorp

Delisted

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

58 hedge funds and large institutions have $64M invested in Enterprise Bancorp in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

26% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 19

0.31% more ownership

Funds ownership: 22.31%22.62% (+0.31%)

0% more funds holding

Funds holding: 5858 (0)

0% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 5

10% less capital invested

Capital invested by funds: $71.3M → $64M (-$7.24M)

Holders
58
Holders Change
Holders Change %
0%
% of All Funds
1.19%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
24
Reduced
19
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$11.5M -$483K -20,821 -4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.61M +$117K +5,044 +1%
BFC
3
Banc Funds Company
Illinois
$7.5M -$69.6K -3,000 -0.9%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.92M +$228K +9,839 +4%
State Street
5
State Street
Massachusetts
$4.06M +$57.3K +2,467 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$2.99M +$1.12M +48,317 +63%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$2.97M +$148K +6,392 +5%
Northern Trust
8
Northern Trust
Illinois
$2.78M +$116K +5,010 +4%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.56M -$119K -5,120 -7%
BCM
10
Bridgeway Capital Management
Texas
$1.45M
AWM
11
Argent Wealth Management
Massachusetts
$1.27M +$18.4K +793 +1%
FDCC
12
Foster Dykema Cabot & Co
Massachusetts
$1.26M +$3.48K +150 +0.3%
Renaissance Technologies
13
Renaissance Technologies
New York
$1.02M -$313K -13,500 -24%
BCM
14
BHZ Capital Management
California
$874K +$40K +1,724 +5%
SCP
15
Siena Capital Partners
Illinois
$852K +$306K +13,184 +58%
CPSC
16
Carl P. Sherr & Co
Massachusetts
$825K -$14.9K -643 -2%
N
17
Nuveen
North Carolina
$785K -$71K -3,059 -8%
RHCA
18
Rosenthal Henry Capital Advisors
Indiana
$715K -$99K -4,264 -12%
Wells Fargo
19
Wells Fargo
California
$570K +$115K +4,938 +26%
Charles Schwab
20
Charles Schwab
California
$542K +$23.6K +1,018 +5%
Bank of America
21
Bank of America
North Carolina
$487K +$28.3K +1,219 +6%
California Public Employees Retirement System
22
California Public Employees Retirement System
California
$473K +$70.1K +3,019 +18%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$449K +$16.9K +730 +4%
PAM
24
Panagora Asset Management
Massachusetts
$430K +$314K +13,515 +297%
MAM
25
Martingale Asset Management
Massachusetts
$351K -$27.9K -1,200 -8%

EBTC Hedge Fund Activity: Q2 2020 in Review

58 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2020, worth a combined $64M — down 10% from $71.3M a quarter earlier.

Fund positioning in EBTC was balanced in Q2 2020: 5 funds opened new positions, 5 closed out, 24 added to existing stakes and 19 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $1.12M. The largest seller was Raymond James Financial Services Advisors, exiting entirely with an estimated $498K sold.

  • 58 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2020, unchanged from Q1 2020.
  • Funds reported $64M of Enterprise Bancorp stock for Q2 2020, down 10% quarter-over-quarter.
  • 5 funds opened new Enterprise Bancorp positions in Q2 2020 and 5 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q2 2020 was Commonwealth Equity Services, an estimated $1.12M added.
  • The largest Enterprise Bancorp seller in Q2 2020 was Raymond James Financial Services Advisors, an estimated $498K sold.

Based on aggregated 13F filings for Q2 2020.