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EBTC

Enterprise Bancorp

Delisted

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

67 hedge funds and large institutions have $105M invested in Enterprise Bancorp in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 28 increasing their positions, 17 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 17

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

3% more funds holding

Funds holding: 6567 (+2)

1.61% more ownership

Funds ownership: 26.59%28.2% (+1.6%)

2% more capital invested

Capital invested by funds: $104M → $105M (+$1.58M)

Holders
67
Holders Change
+2
Holders Change %
+3.08%
% of All Funds
1.07%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
28
Reduced
17
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$19.6M +$195K +5,650 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$13.3M +$290K +8,414 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$9.23M +$397K +11,527 +4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.86M +$7.39M +214,227 +602%
BFC
5
Banc Funds Company
Illinois
$7.28M -$1.5M -43,368 -16%
State Street
6
State Street
Massachusetts
$6.01M +$154K +4,454 +2%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$5.78M +$213K +6,174 +3%
SCP
8
Siena Capital Partners
Illinois
$4.28M +$389K +11,268 +9%
MI
9
M3F Inc
Utah
$3.43M -$43.3K -1,255 -1%
EPCA
10
Elizabeth Park Capital Advisors
Ohio
$2.72M
Northern Trust
11
Northern Trust
Illinois
$2.59M -$63.4K -1,839 -2%
BCM
12
Bridgeway Capital Management
Texas
$2.44M -$72.1K -2,090 -3%
BCM
13
BHZ Capital Management
California
$2.04M -$29.2K -846 -1%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$1.77M -$46.5K -1,349 -2%
HighTower Advisors
15
HighTower Advisors
Illinois
$1.76M +$1.93M +55,831 New
Morgan Stanley
16
Morgan Stanley
New York
$1.36M +$127K +3,683 +9%
FDCC
17
Foster Dykema Cabot & Co
Massachusetts
$985K
CPSC
18
Carl P. Sherr & Co
Massachusetts
$950K -$61.9K -1,795 -6%
Charles Schwab
19
Charles Schwab
California
$784K -$17.1K -495 -2%
N
20
Nuveen
North Carolina
$783K -$93.5K -2,712 -10%
American Century Companies
21
American Century Companies
Missouri
$720K +$795K +23,042 New
Assenagon Asset Management
22
Assenagon Asset Management
Luxembourg
$686K +$193K +5,587 +34%
PAM
23
Panagora Asset Management
Massachusetts
$628K +$3.41K +99 +0.5%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$569K +$624K +18,100 New
MAM
25
Martingale Asset Management
Massachusetts
$504K +$125K +3,613 +29%

EBTC Hedge Fund Activity: Q1 2023 in Review

67 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2023, worth a combined $105M — up 1.5% from $104M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new EBTC positions and 5 closed out — a net gain of 3 holders — while 28 added to existing stakes and 17 trimmed.

The largest buyer was Manulife (Manufacturers Life Insurance), adding an estimated $7.39M. The largest seller was Banc Funds Company, cutting an estimated $1.5M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2023, up from 65 in Q4 2022.
  • Funds reported $105M of Enterprise Bancorp stock for Q1 2023, up 1.5% quarter-over-quarter.
  • 8 funds opened new Enterprise Bancorp positions in Q1 2023 and 5 closed out, a net change of +3 holders.
  • The largest Enterprise Bancorp buyer in Q1 2023 was Manulife (Manufacturers Life Insurance), an estimated $7.39M added.
  • The largest Enterprise Bancorp seller in Q1 2023 was Banc Funds Company, an estimated $1.5M sold.

Based on aggregated 13F filings for Q1 2023.