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EBTC

Enterprise Bancorp

Delisted

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

50 hedge funds and large institutions have $55.9M invested in Enterprise Bancorp in 2020 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.3% less ownership

Funds ownership: 22.62%22.32% (-0.3%)

13% less capital invested

Capital invested by funds: $64M → $55.9M (-$8.17M)

14% less funds holding

Funds holding: 5850 (-8)

26% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 23

78% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 9

Holders
50
Holders Change
-8
Holders Change %
-13.79%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
17
Reduced
23
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.1M -$30.4K -1,398 -0.3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$7.77M +$175K +8,035 +2%
BFC
3
Banc Funds Company
Illinois
$6.62M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$5.24M +$23K +1,055 +0.4%
State Street
5
State Street
Massachusetts
$3.51M -$76.8K -3,528 -2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.67M +$48.8K +2,244 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.5M -$136K -6,265 -5%
Northern Trust
8
Northern Trust
Illinois
$2.36M -$93.5K -4,297 -4%
SCP
9
Siena Capital Partners
Illinois
$1.96M +$1.25M +57,433 +161%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.29M -$87.3K -4,011 -6%
BCM
11
Bridgeway Capital Management
Texas
$1.28M
FDCC
12
Foster Dykema Cabot & Co
Massachusetts
$1.12M +$4.7K +216 +0.4%
BCM
13
BHZ Capital Management
California
$817K +$48K +2,207 +6%
CPSC
14
Carl P. Sherr & Co
Massachusetts
$699K -$30.2K -1,389 -4%
N
15
Nuveen
North Carolina
$698K +$4.77K +219 +0.7%
Renaissance Technologies
16
Renaissance Technologies
New York
$685K -$220K -10,100 -24%
PAM
17
Panagora Asset Management
Massachusetts
$665K +$297K +13,630 +75%
Charles Schwab
18
Charles Schwab
California
$459K -$20.1K -924 -4%
Wells Fargo
19
Wells Fargo
California
$443K -$60.6K -2,783 -12%
California Public Employees Retirement System
20
California Public Employees Retirement System
California
$434K +$17.4K +800 +4%
Bank of America
21
Bank of America
North Carolina
$413K -$16.8K -770 -4%
Morgan Stanley
22
Morgan Stanley
New York
$381K +$108K +4,966 +38%
RhumbLine Advisers
23
RhumbLine Advisers
Massachusetts
$298K -$101K -4,630 -25%
SAM
24
Silvercrest Asset Management
New York
$292K
California State Teachers Retirement System (CalSTRS)
25
California State Teachers Retirement System (CalSTRS)
California
$291K

EBTC Hedge Fund Activity: Q3 2020 in Review

50 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2020, worth a combined $55.9M — down 13% from $64M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of EBTC and 2 opened new positions — a net loss of 7 holders — while 23 trimmed existing stakes and 17 added.

The largest buyer was Siena Capital Partners, adding an estimated $1.25M. The largest seller was Rosenthal Henry Capital Advisors, exiting entirely with an estimated $715K sold.

  • 50 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2020, down from 58 in Q2 2020.
  • Funds reported $55.9M of Enterprise Bancorp stock for Q3 2020, down 13% quarter-over-quarter.
  • 2 funds opened new Enterprise Bancorp positions in Q3 2020 and 9 closed out, a net change of -7 holders.
  • The largest Enterprise Bancorp buyer in Q3 2020 was Siena Capital Partners, an estimated $1.25M added.
  • The largest Enterprise Bancorp seller in Q3 2020 was Rosenthal Henry Capital Advisors, an estimated $715K sold.

Based on aggregated 13F filings for Q3 2020.