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EBTC

Enterprise Bancorp

Delisted

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

49 hedge funds and large institutions have $70.6M invested in Enterprise Bancorp in 2020 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 12

26% more capital invested

Capital invested by funds: $55.9M → $70.6M (+$14.8M)

0.9% more ownership

Funds ownership: 22.32%23.22% (+0.9%)

2% less funds holding

Funds holding: 5049 (-1)

33% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 3

Holders
49
Holders Change
-1
Holders Change %
-2%
% of All Funds
0.87%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
25
Reduced
12
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$13.2M +$901K +36,671 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$9.54M +$97.8K +3,978 +1%
BFC
3
Banc Funds Company
Illinois
$8.05M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.38M +$10.1K +413 +0.2%
State Street
5
State Street
Massachusetts
$4.24M -$27.1K -1,102 -0.7%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.35M +$105K +4,293 +3%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$2.98M -$62.4K -2,539 -2%
Northern Trust
8
Northern Trust
Illinois
$2.73M -$132K -5,381 -5%
SCP
9
Siena Capital Partners
Illinois
$2.38M
BCM
10
Bridgeway Capital Management
Texas
$1.55M
MI
11
M3F Inc
Utah
$1.43M +$1.06M +43,189 +343%
FDCC
12
Foster Dykema Cabot & Co
Massachusetts
$1.4M +$35.9K +1,461 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.29M -$268K -10,888 -18%
N
14
Nuveen
North Carolina
$1.05M +$193K +7,865 +24%
BCM
15
BHZ Capital Management
California
$995K +$1.03K +42 +0.1%
PAM
16
Panagora Asset Management
Massachusetts
$929K +$115K +4,660 +15%
CPSC
17
Carl P. Sherr & Co
Massachusetts
$851K +$1.33K +54 +0.2%
Renaissance Technologies
18
Renaissance Technologies
New York
$755K -$75K -3,052 -9%
JP Morgan Chase
19
JP Morgan Chase
New York
$715K +$492K +20,030 +252%
Morgan Stanley
20
Morgan Stanley
New York
$630K +$161K +6,535 +36%
Bank of America
21
Bank of America
North Carolina
$621K +$114K +4,651 +24%
Charles Schwab
22
Charles Schwab
California
$558K
Wells Fargo
23
Wells Fargo
California
$545K +$5.48K +223 +1%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$518K -$9.83K -400 -2%
RhumbLine Advisers
25
RhumbLine Advisers
Massachusetts
$411K +$46.6K +1,898 +13%

EBTC Hedge Fund Activity: Q4 2020 in Review

49 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2020, worth a combined $70.6M — up 26% from $55.9M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of EBTC and 2 opened new positions — a net loss of 1 holder — while 12 trimmed existing stakes and 25 added.

The largest buyer was M3F Inc, adding an estimated $1.06M. The largest seller was Bank of New York Mellon, cutting an estimated $268K.

  • 49 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2020, down from 50 in Q3 2020.
  • Funds reported $70.6M of Enterprise Bancorp stock for Q4 2020, up 26% quarter-over-quarter.
  • 2 funds opened new Enterprise Bancorp positions in Q4 2020 and 3 closed out, a net change of -1 holder.
  • The largest Enterprise Bancorp buyer in Q4 2020 was M3F Inc, an estimated $1.06M added.
  • The largest Enterprise Bancorp seller in Q4 2020 was Bank of New York Mellon, an estimated $268K sold.

Based on aggregated 13F filings for Q4 2020.