Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
67 hedge funds and large institutions have $101M invested in Enterprise Bancorp in 2023 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 3 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
0.56% more ownership
Funds ownership: 29.49% → 30.05% (+0.56%)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
3% less capital invested
Capital invested by funds: $104M → $101M (-$3.38M)
1% less funds holding
Funds holding: 68 → 67 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
+$2.5M |
| 2 |
BlackRock
New York
|
+$836K |
| 3 |
PAM
Panagora Asset Management
Boston,
Massachusetts
|
+$596K |
| 4 |
BPA
Beacon Pointe Advisors
Newport Beach,
California
|
+$486K |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$440K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EPCA
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
|
-$1.01M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$524K |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$388K |
| 4 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$368K |
| 5 |
BCM
BHZ Capital Management
San Jose,
California
|
-$303K |
EBTC Hedge Fund Activity: Q3 2023 in Review
67 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2023, worth a combined $101M — down 3.2% from $104M a quarter earlier.
Fund positioning in EBTC was balanced in Q3 2023: 3 funds opened new positions, 3 closed out, 30 added to existing stakes and 19 trimmed.
The largest buyer was Advisory Services Network, opening a new position worth an estimated $2.5M. The largest seller was Elizabeth Park Capital Advisors, exiting entirely with an estimated $1.01M sold.
- 67 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2023, down from 68 in Q2 2023.
- Funds reported $101M of Enterprise Bancorp stock for Q3 2023, down 3.2% quarter-over-quarter.
- 3 funds opened new Enterprise Bancorp positions in Q3 2023 and 3 closed out, a net change of 0 holders.
- The largest Enterprise Bancorp buyer in Q3 2023 was Advisory Services Network, an estimated $2.5M added.
- The largest Enterprise Bancorp seller in Q3 2023 was Elizabeth Park Capital Advisors, an estimated $1.01M sold.
Based on aggregated 13F filings for Q3 2023.