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EBTC

Enterprise Bancorp

Delisted

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

63 hedge funds and large institutions have $138M invested in Enterprise Bancorp in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 24 increasing their positions, 15 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

60% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 15

31% more capital invested

Capital invested by funds: $105M → $138M (+$33.1M)

9% more funds holding

Funds holding: 5863 (+5)

1.29% more ownership

Funds ownership: 24.38%25.67% (+1.3%)

Holders
63
Holders Change
+5
Holders Change %
+8.62%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
24
Reduced
15
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$27.2M +$3.35M +84,591 +16%
Vanguard Group
2
Vanguard Group
Pennsylvania
$18.1M +$312K +7,873 +2%
BFC
3
Banc Funds Company
Illinois
$14.3M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$11.6M +$45.5K +1,149 +0.4%
State Street
5
State Street
Massachusetts
$7.21M +$39.6K +999 +0.6%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$7.11M +$337K +8,508 +6%
SCP
7
Siena Capital Partners
Illinois
$4.86M
MI
8
M3F Inc
Utah
$4.78M -$1.09M -27,388 -20%
Northern Trust
9
Northern Trust
Illinois
$3.96M -$83.7K -2,111 -2%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$3.89M +$1.36M +34,333 +66%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$3.29M +$18.2K +460 +0.6%
MPAM
12
Monarch Partners Asset Management
Massachusetts
$2.81M +$1.76M +44,442 +246%
BCM
13
BHZ Capital Management
California
$2.78M +$37.3K +942 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$2.42M -$28.4K -717 -1%
Morgan Stanley
15
Morgan Stanley
New York
$2.11M +$177K +4,464 +11%
BCM
16
Bridgeway Capital Management
Texas
$1.97M
CPSC
17
Carl P. Sherr & Co
Massachusetts
$1.44M -$20.4K -515 -2%
PAM
18
Panagora Asset Management
Massachusetts
$1.43M
FDCC
19
Foster Dykema Cabot & Co
Massachusetts
$1.41M -$970K -24,465 -44%
N
20
Nuveen
North Carolina
$1.29M -$142K -3,588 -9%
Charles Schwab
21
Charles Schwab
California
$1.12M +$28.5K +720 +3%
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$936K +$826K +20,833 New
JP Morgan Chase
23
JP Morgan Chase
New York
$813K +$63.8K +1,611 +10%
PCA
24
Pallas Capital Advisors
Massachusetts
$765K
BPA
25
Beacon Pointe Advisors
California
$665K +$587K +14,804 New

EBTC Hedge Fund Activity: Q4 2021 in Review

63 of the 6,499 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2021, worth a combined $138M — up 31% from $105M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 3 closed out — a net gain of 5 holders — while 24 added to existing stakes and 15 trimmed.

The largest buyer was BlackRock, adding an estimated $3.35M. The largest seller was M3F Inc, cutting an estimated $1.09M.

  • 63 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2021, up from 58 in Q3 2021.
  • Funds reported $138M of Enterprise Bancorp stock for Q4 2021, up 31% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q4 2021 and 3 closed out, a net change of +5 holders.
  • The largest Enterprise Bancorp buyer in Q4 2021 was BlackRock, an estimated $3.35M added.
  • The largest Enterprise Bancorp seller in Q4 2021 was M3F Inc, an estimated $1.09M sold.

Based on aggregated 13F filings for Q4 2021.