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EBTC

Enterprise Bancorp

Delisted

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

52 hedge funds and large institutions have $95.3M invested in Enterprise Bancorp in 2021 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 1

35% more capital invested

Capital invested by funds: $70.6M → $95.3M (+$24.6M)

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

6% more funds holding

Funds holding: 4952 (+3)

1.32% more ownership

Funds ownership: 23.22%24.54% (+1.3%)

Holders
52
Holders Change
+3
Holders Change %
+6.12%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
22
Reduced
19
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.2M +$1.26M +42,941 +8%
Vanguard Group
2
Vanguard Group
Pennsylvania
$12.3M +$130K +4,446 +1%
BFC
3
Banc Funds Company
Illinois
$11.8M +$1.39M +47,509 +15%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8M -$107K -3,658 -1%
State Street
5
State Street
Massachusetts
$5.17M -$201K -6,864 -4%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$4.3M +$29K +990 +0.8%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$3.6M -$174K -5,936 -5%
Northern Trust
8
Northern Trust
Illinois
$3.11M -$337K -11,487 -11%
SCP
9
Siena Capital Partners
Illinois
$3.03M
MCM
10
Maltese Capital Management
New York
$2.21M +$1.99M +67,804 New
BCM
11
BHZ Capital Management
California
$2.07M +$727K +24,805 +64%
MI
12
M3F Inc
Utah
$2.04M +$203K +6,918 +12%
BCM
13
Bridgeway Capital Management
Texas
$1.81M -$147K -5,000 -8%
FDCC
14
Foster Dykema Cabot & Co
Massachusetts
$1.8M +$21.8K +744 +1%
Morgan Stanley
15
Morgan Stanley
New York
$1.69M +$797K +27,185 +110%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.65M +$9.33K +318 +0.6%
N
17
Nuveen
North Carolina
$1.3M -$30.9K -1,054 -3%
PAM
18
Panagora Asset Management
Massachusetts
$1.22M +$36.7K +1,252 +3%
CPSC
19
Carl P. Sherr & Co
Massachusetts
$1.08M +$1.5K +51 +0.2%
Bank of America
20
Bank of America
North Carolina
$1.02M +$209K +7,140 +29%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.01M +$87.1K +2,969 +11%
Charles Schwab
22
Charles Schwab
California
$710K
California Public Employees Retirement System
23
California Public Employees Retirement System
California
$548K -$100K -3,410 -17%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$505K -$16.6K -565 -4%
Goldman Sachs
25
Goldman Sachs
New York
$475K +$47.7K +1,628 +13%

EBTC Hedge Fund Activity: Q1 2021 in Review

52 of the 5,696 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2021, worth a combined $95.3M — up 35% from $70.6M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new EBTC positions and 1 closed out — a net gain of 3 holders — while 22 added to existing stakes and 19 trimmed.

The largest buyer was Maltese Capital Management, opening a new position worth an estimated $1.99M. The largest seller was Wells Fargo, cutting an estimated $535K.

  • 52 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2021, up from 49 in Q4 2020.
  • Funds reported $95.3M of Enterprise Bancorp stock for Q1 2021, up 35% quarter-over-quarter.
  • 4 funds opened new Enterprise Bancorp positions in Q1 2021 and 1 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q1 2021 was Maltese Capital Management, an estimated $1.99M added.
  • The largest Enterprise Bancorp seller in Q1 2021 was Wells Fargo, an estimated $535K sold.

Based on aggregated 13F filings for Q1 2021.