Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

EASTERN BANKSHARES INC (EBC)

273 + Investors. Track Smart Money conviction in EBC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +22
Streak
1Q ▲
Buyers last Q
65%

Smart Money Signals — EBC

Based on 270 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added EBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
270 hedge funds hold EBC right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+42 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟢

More buyers than sellers — 65% buying

174 buying94 selling
Last quarter: 174 funds were net buyers (54 opened a brand new position + 120 added to an existing one). Only 94 were sellers (62 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+26 vs last Q)

new funds entering per quarter
Funds opening a new EBC position: 41 → 45 → 28 → 54. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

■ 51% conviction (2yr+) ■ 29% medium ■ 21% new
137 out of 270 hedge funds have held EBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~54 new funds/quarter

24 → 41 → 45 → 28 → 54 new funds/Q
New funds entering each quarter: 41 → 45 → 28 → 54. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 56% of holders stayed 2+ years

■ 56% veterans ■ 19% 1-2yr ■ 26% new
Of 273 current holders: 152 (56%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 61% AUM from top-100 funds

61% from top-100 AUM funds
38 of 270 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EBC

How many hedge funds hold EBC — quarterly history vs. share price
Quarterly hedge fund ownership of EBC vs. share price

Market Analysis: EBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EBC

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

45 top-rated funds 0 high-conviction
Consensus
7.2
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: EBC
2026 Q1 Stats Unlock in 10 days 273 + Investors

Track Smart Money conviction in EBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 273 250 9.2%
13F Shares 165M 152M 8.89%
Total Value $3.04B $2.75B 10.59%
New Positions 55 28 +27
Increased Positions 124 106 +18
Closed Positions 32 44 -12
Reduced Positions 62 71 -9
Total Calls 3 2 50.0%
Total Puts 0 1 -100.0%
PUT/CALL Ratio 0.0 0.5 Bullish

Statistics: EBC

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

273 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EBC. Verified SEC 13F-HR filings.

Top 25 institutional holders of EBC — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Index Technologies Group LLC 0.64% 30,221 $591K
2 Sippican Capital Advisors 0.56% 41,806 $818K
3 EASTERN BANK 0.48% 1,436,953 $28.1M
4 SENTINEL PENSION ADVISORS, LLC 0.43% 150,115 $2.9M
5 Quantum Portfolio Management LLC 0.43% 50,379 $985K
6 KITCHING PARTNERS, LLC 0.37% 20,503 $401K
7 Sandy Cove Advisors, LLC 0.35% 60,195 $1.2M
8 Genesis Wealth Advisors, LLC 0.28% 21,234 $415K
9 Harbor Group, Inc. 0.21% 74,443 $1.5M
10 Bayforest Capital Ltd 0.18% 8,114 $159K
11 LITTLE HOUSE CAPITAL LLC 0.15% 29,526 $578K
12 LYNCH & ASSOCIATES/IN 0.13% 35,000 $685K
13 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.13% 1,958,155 $38.3M
14 Beaumont Financial Advisors, LLC 0.12% 86,966 $1.7M
15 SeaCrest Wealth Management, LLC 0.10% 46,000 $900K
16 JENNISON ASSOCIATES LLC 0.09% 6,846,216 $133.9M
17 BARRETT & COMPANY, INC. 0.09% 13,545 $265K
18 HENNESSY ADVISORS INC 0.08% 110,000 $2.2M
19 Twelve Points Wealth Management LLC 0.08% 18,016 $352K
20 MOODY LYNN LIEBERSON & WALKER, LLC 0.07% 68,256 $1.3M
21 NORTHEAST INVESTMENT MANAGEMENT 0.07% 92,488 $1.8M
22 SOMERVILLE KURT F 0.07% 14,248 $279K
23 CALDWELL SUTTER CAPITAL, INC. 0.07% 8,232 $161K
24 Essex Financial Services, Inc. 0.06% 58,409 $1.1M
25 Single Point Partners, LLC 0.05% 13,945 $273K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — EASTERN BANKSHARES INC (EBC)

What does the Smart Money Trend signal show for EBC?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added EBC than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EBC?

More buyers than sellers — 65% buying: Last quarter: 174 funds were net buyers (54 opened a brand new position + 120 added to an existing one). Only 94 were sellers (62 trimmed + 32 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for EBC holders?

Elite ownership — 61% AUM from top-100 funds: 38 of 270 holders are among the 100 largest funds by AUM, controlling 61% of total institutional value in EBC. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held EBC?

51% of holders stayed for 2+ years: 137 out of 270 hedge funds have held EBC for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.