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EBTC

Enterprise Bancorp

Delisted

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

67 hedge funds and large institutions have $97.9M invested in Enterprise Bancorp in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 18

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

0.05% more ownership

Funds ownership: 30.64%30.69% (+0.05%)

0% more funds holding

Funds holding: 6767 (0)

19% less capital invested

Capital invested by funds: $121M → $97.9M (-$23.3M)

Holders
67
Holders Change
Holders Change %
0%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
30
Reduced
18
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$21.2M +$917K +33,164 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.8M +$551K +19,918 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$8.97M +$273K +9,862 +3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$7.11M -$6.42K -232 -0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$5.61M +$188K +6,779 +3%
State Street
6
State Street
Massachusetts
$5.15M +$97.3K +3,518 +2%
BFC
7
Banc Funds Company
Illinois
$3.87M -$890K -32,172 -18%
SCP
8
Siena Capital Partners
Illinois
$3.53M
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.04M +$4.7K +170 +0.1%
MI
10
M3F Inc
Utah
$2.53M +$270K +9,759 +11%
Northern Trust
11
Northern Trust
Illinois
$2.35M +$13.7K +495 +0.5%
BCM
12
Bridgeway Capital Management
Texas
$2.35M +$106K +3,850 +4%
EF
13
Empowered Funds
Pennsylvania
$1.33M +$106K +3,850 +8%
Morgan Stanley
14
Morgan Stanley
New York
$1.32M -$1.59M -57,465 -53%
Citadel Advisors
15
Citadel Advisors
Florida
$1.21M +$910K +32,916 +240%
PAM
16
Panagora Asset Management
Massachusetts
$1.11M +$192K +6,945 +19%
American Century Companies
17
American Century Companies
Missouri
$1.07M +$435K +15,725 +62%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$888K -$63.6K -2,301 -6%
FDCP
19
Foster Dykema Cabot & Partners
Massachusetts
$813K
CPSC
20
Carl P. Sherr & Co
Massachusetts
$765K +$20.2K +729 +3%
Renaissance Technologies
21
Renaissance Technologies
New York
$721K +$768K +27,748 New
Goldman Sachs
22
Goldman Sachs
New York
$669K +$135K +4,881 +23%
N
23
Nuveen
North Carolina
$643K
Charles Schwab
24
Charles Schwab
California
$639K -$32.2K -1,164 -5%
BCM
25
BHZ Capital Management
California
$539K -$456K -16,504 -44%

EBTC Hedge Fund Activity: Q1 2024 in Review

67 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2024, worth a combined $97.9M — down 19% from $121M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new EBTC positions and 5 closed out — a net gain of 1 holder — while 30 added to existing stakes and 18 trimmed.

The largest buyer was BlackRock, adding an estimated $917K. The largest seller was Advisory Services Network, cutting an estimated $1.89M.

  • 67 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $97.9M of Enterprise Bancorp stock for Q1 2024, down 19% quarter-over-quarter.
  • 6 funds opened new Enterprise Bancorp positions in Q1 2024 and 5 closed out, a net change of +1 holder.
  • The largest Enterprise Bancorp buyer in Q1 2024 was BlackRock, an estimated $917K added.
  • The largest Enterprise Bancorp seller in Q1 2024 was Advisory Services Network, an estimated $1.89M sold.

Based on aggregated 13F filings for Q1 2024.