We are live on ! Find out more
EBTC

Enterprise Bancorp

Delisted

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

80 hedge funds and large institutions have $131M invested in Enterprise Bancorp in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 12 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 12

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

37% more capital invested

Capital invested by funds: $95.7M → $131M (+$35M)

16% more funds holding

Funds holding: 6980 (+11)

1.86% more ownership

Funds ownership: 31.07%32.93% (+1.9%)

Holders
80
Holders Change
+11
Holders Change %
+15.94%
% of All Funds
1.15%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
34
Reduced
12
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$29.6M -$104K -3,640 -0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$15.5M +$673K +23,471 +5%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$11.7M +$382K +13,342 +4%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$8.73M -$14.8K -517 -0.2%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$7.47M +$250K +8,703 +4%
State Street
6
State Street
Massachusetts
$6.4M +$93.4K +3,257 +2%
SCP
7
Siena Capital Partners
Illinois
$4.77M +$379K +13,222 +10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$3.88M +$116K +4,053 +3%
BFC
9
Banc Funds Company
Illinois
$3.39M +$143K +5,000 +5%
BCM
10
Bridgeway Capital Management
Texas
$3.11M +$84.5K +2,948 +3%
Northern Trust
11
Northern Trust
Illinois
$2.92M +$75.3K +2,628 +3%
EPCA
12
Elizabeth Park Capital Advisors
Ohio
$2.54M +$2.28M +79,467 New
ACM
13
Ategra Capital Management
Virginia
$2.23M +$2M +69,661 New
Morgan Stanley
14
Morgan Stanley
New York
$2.11M +$471K +16,425 +33%
Assenagon Asset Management
15
Assenagon Asset Management
Luxembourg
$2.1M +$950K +33,153 +102%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$2.04M +$1.83M +63,923 New
EF
17
Empowered Funds
Pennsylvania
$1.85M +$84.5K +2,948 +5%
American Century Companies
18
American Century Companies
Missouri
$1.79M +$4.79K +167 +0.3%
PAM
19
Panagora Asset Management
Massachusetts
$1.45M +$80.4K +2,805 +7%
Goldman Sachs
20
Goldman Sachs
New York
$1.42M +$423K +14,743 +50%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.02M -$208K -7,244 -19%
FDCP
22
Foster Dykema Cabot & Partners
Massachusetts
$1M
CPSC
23
Carl P. Sherr & Co
Massachusetts
$873K -$62.9K -2,193 -7%
Charles Schwab
24
Charles Schwab
California
$863K
MAM
25
Martingale Asset Management
Massachusetts
$819K +$41.3K +1,441 +6%

EBTC Hedge Fund Activity: Q3 2024 in Review

80 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2024, worth a combined $131M — up 37% from $95.7M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EBTC positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 12 trimmed.

The largest buyer was Elizabeth Park Capital Advisors, opening a new position worth an estimated $2.28M. The largest seller was M3F Inc, exiting entirely with an estimated $2.48M sold.

  • 80 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2024, up from 69 in Q2 2024.
  • Funds reported $131M of Enterprise Bancorp stock for Q3 2024, up 37% quarter-over-quarter.
  • 18 funds opened new Enterprise Bancorp positions in Q3 2024 and 7 closed out, a net change of +11 holders.
  • The largest Enterprise Bancorp buyer in Q3 2024 was Elizabeth Park Capital Advisors, an estimated $2.28M added.
  • The largest Enterprise Bancorp seller in Q3 2024 was M3F Inc, an estimated $2.48M sold.

Based on aggregated 13F filings for Q3 2024.