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EBTC

Enterprise Bancorp

Delisted

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

92 hedge funds and large institutions have $168M invested in Enterprise Bancorp in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 4

29% more capital invested

Capital invested by funds: $131M → $168M (+$37.6M)

24% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 25

15% more funds holding

Funds holding: 8092 (+12)

1.3% more ownership

Funds ownership: 32.93%34.24% (+1.3%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
31
Reduced
25
Closed
4
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
-$16K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$33.5M -$2.84M -78,976 -9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$19.5M +$296K +8,238 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.9M +$331K +9,203 +3%
Manulife (Manufacturers Life Insurance)
4
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9.42M -$1.25M -34,700 -13%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$9.18M -$55.7K -1,547 -0.7%
State Street
6
State Street
Massachusetts
$8.15M +$217K +6,040 +3%
Citigroup
7
Citigroup
New York
$5.08M +$4.35M +120,879 +1,584%
BFC
8
Banc Funds Company
Illinois
$4.43M +$221K +6,154 +6%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$4.43M -$334K -9,275 -8%
SCP
10
Siena Capital Partners
Illinois
$4.4M -$1.37M -38,042 -25%
ACM
11
Ategra Capital Management
Virginia
$3.97M +$1.11M +30,802 +44%
BCM
12
Bridgeway Capital Management
Texas
$3.77M -$75.2K -2,090 -2%
Northern Trust
13
Northern Trust
Illinois
$3.7M +$84.7K +2,353 +3%
MF
14
Magnetar Financial
Illinois
$2.56M +$2.33M +64,787 New
American Century Companies
15
American Century Companies
Missouri
$2.48M +$243K +6,750 +12%
EF
16
Empowered Funds
Pennsylvania
$2.41M +$105K +2,910 +5%
AA
17
ABC Arbitrage
France
$2.34M +$2.13M +59,227 New
JP Morgan Chase
18
JP Morgan Chase
New York
$1.84M +$928K +25,792 +124%
PAM
19
Panagora Asset Management
Massachusetts
$1.8M +$4.64K +129 +0.3%
ST
20
Spinnaker Trust
Maine
$1.69M +$1.54M +42,728 New
GLAM
21
Gardner Lewis Asset Management
Pennsylvania
$1.52M +$1.38M +38,473 New
Morgan Stanley
22
Morgan Stanley
New York
$1.47M -$1.04M -28,816 -44%
Assenagon Asset Management
23
Assenagon Asset Management
Luxembourg
$1.28M -$1.2M -33,259 -51%
FDCP
24
Foster Dykema Cabot & Partners
Massachusetts
$1.24M
YCM
25
Yakira Capital Management
Connecticut
$1.19M +$1.08M +29,999 New

EBTC Hedge Fund Activity: Q4 2024 in Review

92 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q4 2024, worth a combined $168M — up 29% from $131M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new EBTC positions and 4 closed out — a net gain of 14 holders — while 31 added to existing stakes and 25 trimmed.

The largest buyer was Citigroup, adding an estimated $4.35M. The largest seller was BlackRock, cutting an estimated $2.84M.

  • 92 institutional investors held Enterprise Bancorp (EBTC) as of Q4 2024, up from 80 in Q3 2024.
  • Funds reported $168M of Enterprise Bancorp stock for Q4 2024, up 29% quarter-over-quarter.
  • 18 funds opened new Enterprise Bancorp positions in Q4 2024 and 4 closed out, a net change of +14 holders.
  • The largest Enterprise Bancorp buyer in Q4 2024 was Citigroup, an estimated $4.35M added.
  • The largest Enterprise Bancorp seller in Q4 2024 was BlackRock, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2024.