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EBTC

Enterprise Bancorp

Delisted

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

52 hedge funds and large institutions have $95M invested in Enterprise Bancorp in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 5252 (0)

0% more first-time investments, than exits

New positions opened: 3 | Existing positions closed: 3

0% less capital invested

Capital invested by funds: $95.3M → $95M (-$282K)

0.34% less ownership

Funds ownership: 24.54%24.2% (-0.34%)

41% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 27

Holders
52
Holders Change
Holders Change %
0%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
16
Reduced
27
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.3M -$67.2K -1,970 -0.4%
BFC
2
Banc Funds Company
Illinois
$13M +$1.2M +35,208 +10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$12.7M +$293K +8,575 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$8.36M +$307K +9,003 +4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$4.81M +$500K +14,662 +11%
State Street
6
State Street
Massachusetts
$4.72M -$507K -14,849 -9%
SCP
7
Siena Capital Partners
Illinois
$3.54M +$513K +15,051 +16%
Northern Trust
8
Northern Trust
Illinois
$3.07M -$58.5K -1,714 -2%
MI
9
M3F Inc
Utah
$3.06M +$1.05M +30,656 +49%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.43M -$1.24M -36,489 -33%
BCM
11
BHZ Capital Management
California
$2M -$95.2K -2,791 -4%
FDCC
12
Foster Dykema Cabot & Co
Massachusetts
$1.82M +$4.61K +135 +0.2%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.67M +$12.8K +376 +0.7%
Morgan Stanley
14
Morgan Stanley
New York
$1.44M -$265K -7,754 -15%
BCM
15
Bridgeway Capital Management
Texas
$1.43M -$409K -12,000 -22%
N
16
Nuveen
North Carolina
$1.3M -$12.5K -367 -0.9%
MCM
17
Maltese Capital Management
New York
$1.17M -$1.09M -32,074 -47%
PAM
18
Panagora Asset Management
Massachusetts
$1.07M -$163K -4,767 -13%
CPSC
19
Carl P. Sherr & Co
Massachusetts
$1.07M -$27K -791 -2%
Bank of America
20
Bank of America
North Carolina
$781K -$259K -7,589 -24%
Charles Schwab
21
Charles Schwab
California
$744K +$29.6K +867 +4%
Renaissance Technologies
22
Renaissance Technologies
New York
$663K +$246K +7,200 +55%
JP Morgan Chase
23
JP Morgan Chase
New York
$639K -$390K -11,435 -37%
RhumbLine Advisers
24
RhumbLine Advisers
Massachusetts
$461K -$49.9K -1,463 -9%
SAM
25
Silvercrest Asset Management
New York
$455K

EBTC Hedge Fund Activity: Q2 2021 in Review

52 of the 5,746 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2021, worth a combined $95M — down 0.3% from $95.3M a quarter earlier.

Fund positioning in EBTC was balanced in Q2 2021: 3 funds opened new positions, 3 closed out, 16 added to existing stakes and 27 trimmed.

The largest buyer was Banc Funds Company, adding an estimated $1.2M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.24M.

  • 52 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $95M of Enterprise Bancorp stock for Q2 2021, down 0.3% quarter-over-quarter.
  • 3 funds opened new Enterprise Bancorp positions in Q2 2021 and 3 closed out, a net change of 0 holders.
  • The largest Enterprise Bancorp buyer in Q2 2021 was Banc Funds Company, an estimated $1.2M added.
  • The largest Enterprise Bancorp seller in Q2 2021 was Commonwealth Equity Services, an estimated $1.24M sold.

Based on aggregated 13F filings for Q2 2021.