Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Eastern Bankshares Inc (EBC)

293 + 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
↑ +13
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — EBC

Based on 294 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, 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
294 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 — +12% more funds vs a year ago

fund count last 6Q
+31 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 53% buying

144 buying129 selling
Last quarter: 144 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-10 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 48 → 31 → 55 → 45. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

47% of holders stayed for 2+ years

■ 47% conviction (2yr+) ■ 28% medium ■ 25% new
138 out of 294 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.
📈

Growing discovery — still being found

43 → 48 → 31 → 55 → 45 new funds/Q
New funds entering each quarter: 48 → 31 → 55 → 45. A growing number of institutions are discovering EBC each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 54% of holders stayed 2+ years

■ 54% veterans ■ 17% 1-2yr ■ 29% new
Of 298 current holders: 160 (54%) 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 — 47% AUM from top-100 funds

47% from top-100 AUM funds
46 of 294 holders are among the 100 largest funds by AUM, controlling 47% 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.
3.8
out of 10
Low Exit Risk
Exit risk score 3.8/10 — 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.

Institutional Sentiment Summary — EBC

In 2026 Q1, 144 hedge funds were net buyers of EBC (45 opened a new position, 99 added to an existing one), while 129 reduced or exited (97 trimmed, 32 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 47% of total institutional value in EBC is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +13 funds (more new holders than closures). Total institutional holders: 294.

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.

Is It Too Late to Buy Eastern Bankshares Inc (EBC) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much EBC has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
EBC
+6.1%
XLF
+8.0%

EBC outperformed XLF by -1.9% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
EBC
+8.9%
XLF
+4.4%

Since the filing became public, EBC outperformed XLF by +4.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

26 top-rated funds 0 high-conviction
Consensus
6.2
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: EBC
293 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 293 281 4.27%
13F Shares 167M 166M 1.08%
Total Value $2.99B $3.05B -1.87%
New Positions 44 55 -11
Increased Positions 98 125 -27
Closed Positions 32 34 -2
Reduced Positions 95 61 +34
Total Calls 1 3 -66.67%
Total Puts 3 0 100%
PUT/CALL Ratio 3.0 0.0 Bearish

Statistics: EBC

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Financial Highlights

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Institutional Holders (2026 Q1)

293 + investors

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

QUARTER:
Top 25 EBC holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 HoldCo Asset Management, LP 10.75% 7,382,772 $144.4M
2 Raffles Associates LP 6.70% 394,788 $7.7M
3 FJ Capital Management LLC 3.84% 1,741,864 $34.1M
4 Northstar Asset Management Inc 1.56% 259,655 $5.1M
5 Endeavour Capital Advisors Inc 1.28% 288,893 $5.7M
6 Towle & Co 1.22% 160,260 $3.1M
7 Anderson Financial Strategies, LLC 0.90% 80,880 $1.6M
8 Basswood Capital Management, L.L.C. 0.84% 915,438 $17.9M
9 Systematic Financial Management LP 0.83% 1,847,294 $36.1M
10 Minerva Advisors LLC 0.79% 62,576 $1.2M
11 Index Technologies Group LLC 0.64% 30,221 $591K
12 Frontier Capital Management Co LLC 0.57% 2,840,293 $55.6M
13 Sippican Capital Advisors 0.56% 41,806 $818K
14 Algebris (uk) Ltd 0.54% 382,442 $7.5M
15 Eastern Bank 0.48% 1,436,953 $28.1M
16 Fieldview Capital Management, LLC 0.44% 76,451 $1.5M
17 Sentinel Pension Advisors, LLC 0.43% 150,115 $2.9M
18 Quantum Portfolio Management LLC 0.43% 50,379 $985K
19 Kitching Partners, LLC 0.37% 20,503 $401K
20 Sandy Cove Advisors, LLC 0.35% 60,195 $1.2M
21 Dark Forest Capital Management LP 0.28% 162,406 $3.2M
22 Genesis Wealth Advisors, LLC 0.28% 21,234 $415K
23 Mendon Capital Advisors Corp 0.23% 30,000 $587K
24 Alliance Private Wealth, LLC 0.22% 31,008 $607K
25 Harbor Group, Inc. 0.21% 74,443 $1.5M
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 — 2 quarters in a row: For 2 consecutive quarters, 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?

Slight buying edge — 53% buying: Last quarter: 144 funds bought or added vs 129 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EBC holders?

Elite ownership — 47% AUM from top-100 funds: 46 of 294 holders are among the 100 largest funds by AUM, controlling 47% 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?

47% of holders stayed for 2+ years: 138 out of 294 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.

Is it too late to buy Eastern Bankshares Inc (EBC) following the 2026 Q1 hedge fund 13F filings?

As of today, EBC has moved +8.9% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.4% for the XLF sector ETF — an outperformance of +4.5%. Since the quarter end (March 31, 2026), EBC has gained +6.1% vs +8.0% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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