Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
65 hedge funds and large institutions have $146M invested in Enterprise Bancorp in 2022 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more capital invested
Capital invested by funds: $138M → $146M (+$7.63M)
4.55% more ownership
Funds ownership: 25.67% → 30.22% (+4.6%)
3% more funds holding
Funds holding: 63 → 65 (+2)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
+$19.8M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.86M |
| 3 |
State Street
Boston,
Massachusetts
|
+$923K |
| 4 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$895K |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
-$665K |
| 2 |
BlackRock
New York
|
-$511K |
| 3 |
Barclays
London,
United Kingdom
|
-$397K |
| 4 |
JP Morgan Chase
New York
|
-$355K |
| 5 |
ZCM
Zebra Capital Management
Stamford,
Connecticut
|
-$316K |
EBTC Hedge Fund Activity: Q1 2022 in Review
65 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2022, worth a combined $146M — up 5.5% from $138M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new EBTC positions and 3 closed out — a net gain of 2 holders — while 19 added to existing stakes and 23 trimmed.
The largest buyer was CAPTRUST Financial Advisors, opening a new position worth an estimated $19.8M. The largest seller was Beacon Pointe Advisors, exiting entirely with an estimated $665K sold.
- 65 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2022, up from 63 in Q4 2021.
- Funds reported $146M of Enterprise Bancorp stock for Q1 2022, up 5.5% quarter-over-quarter.
- 5 funds opened new Enterprise Bancorp positions in Q1 2022 and 3 closed out, a net change of +2 holders.
- The largest Enterprise Bancorp buyer in Q1 2022 was CAPTRUST Financial Advisors, an estimated $19.8M added.
- The largest Enterprise Bancorp seller in Q1 2022 was Beacon Pointe Advisors, an estimated $665K sold.
Based on aggregated 13F filings for Q1 2022.