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EBTC

Enterprise Bancorp

Delisted

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

58 hedge funds and large institutions have $105M invested in Enterprise Bancorp in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 17 increasing their positions, 22 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

12% more funds holding

Funds holding: 5258 (+6)

11% more capital invested

Capital invested by funds: $95M → $105M (+$10.3M)

0.18% more ownership

Funds ownership: 24.2%24.38% (+0.18%)

23% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 22

Holders
58
Holders Change
+6
Holders Change %
+11.54%
% of All Funds
1.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
17
Reduced
22
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$18.8M -$1.2M -35,896 -6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$14.2M +$266K +7,932 +2%
BFC
3
Banc Funds Company
Illinois
$11.5M -$2.64M -78,851 -20%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$9.23M +$57.7K +1,724 +0.7%
State Street
5
State Street
Massachusetts
$5.74M +$512K +15,290 +11%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$5.39M +$98.9K +2,953 +2%
MI
7
M3F Inc
Utah
$4.81M +$1.35M +40,393 +43%
SCP
8
Siena Capital Partners
Illinois
$3.89M
Northern Trust
9
Northern Trust
Illinois
$3.25M -$115K -3,448 -4%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.61M -$51.1K -1,525 -2%
BCM
11
BHZ Capital Management
California
$2.19M
FDCC
12
Foster Dykema Cabot & Co
Massachusetts
$2M +$4.72K +141 +0.3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.96M +$115K +3,441 +7%
EPCA
14
Elizabeth Park Capital Advisors
Ohio
$1.88M +$1.75M +52,260 New
BCM
15
Bridgeway Capital Management
Texas
$1.57M
Morgan Stanley
16
Morgan Stanley
New York
$1.52M -$56.7K -1,693 -4%
N
17
Nuveen
North Carolina
$1.25M -$51.8K -1,548 -4%
CPSC
18
Carl P. Sherr & Co
Massachusetts
$1.17M +$1.47K +44 +0.1%
PAM
19
Panagora Asset Management
Massachusetts
$1.15M -$30.2K -902 -3%
MCM
20
Maltese Capital Management
New York
$899K -$359K -10,730 -30%
Charles Schwab
21
Charles Schwab
California
$873K +$53.1K +1,587 +7%
Renaissance Technologies
22
Renaissance Technologies
New York
$749K +$20.1K +600 +3%
PCA
23
Pallas Capital Advisors
Massachusetts
$708K +$614K +18,348 New
MPAM
24
Monarch Partners Asset Management
Massachusetts
$649K +$605K +18,066 New
JP Morgan Chase
25
JP Morgan Chase
New York
$592K -$102K -3,034 -16%

EBTC Hedge Fund Activity: Q3 2021 in Review

58 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2021, worth a combined $105M — up 11% from $95M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new EBTC positions and 4 closed out — a net gain of 6 holders — while 17 added to existing stakes and 22 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $1.75M. The largest seller was Banc Funds Company, cutting an estimated $2.64M.

  • 58 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2021, up from 52 in Q2 2021.
  • Funds reported $105M of Enterprise Bancorp stock for Q3 2021, up 11% quarter-over-quarter.
  • 10 funds opened new Enterprise Bancorp positions in Q3 2021 and 4 closed out, a net change of +6 holders.
  • The largest Enterprise Bancorp buyer in Q3 2021 was Elizabeth Park Capital Advisors, an estimated $1.75M added.
  • The largest Enterprise Bancorp seller in Q3 2021 was Banc Funds Company, an estimated $2.64M sold.

Based on aggregated 13F filings for Q3 2021.