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BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

BPFH was delisted on the 30th of June, 2021.

156 hedge funds and large institutions have $861M invested in Boston Private Financial Holdings, Inc. in 2015 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 59 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 51

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

1% less funds holding

Funds holding: 157156 (-1)

3% less capital invested

Capital invested by funds: $885M → $861M (-$23.8M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-1
Holders Change %
-0.64%
% of All Funds
4.09%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
21
Increased
59
Reduced
51
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair Investment Management
26
William Blair Investment Management
Illinois
$9M -$370K -31,786 -4%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.56M +$7.81M +671,314 +804%
Prudential Financial
28
Prudential Financial
New Jersey
$8.33M -$1.15M -99,200 -12%
BNP Paribas Asset Management
29
BNP Paribas Asset Management
France
$8.07M +$1.61M +138,461 +24%
Deutsche Bank
30
Deutsche Bank
Germany
$7.45M +$2.85M +244,728 +59%
Renaissance Technologies
31
Renaissance Technologies
New York
$6.88M +$2.69M +231,600 +62%
Principal Financial Group
32
Principal Financial Group
Iowa
$6.37M +$222K +19,100 +4%
GIP
33
Granite Investment Partners
California
$6.16M -$108K -9,292 -2%
Geode Capital Management
34
Geode Capital Management
Massachusetts
$6.02M +$127K +10,910 +2%
Federated Hermes
35
Federated Hermes
Pennsylvania
$5.55M +$5.69M +489,015 New
CS
36
Credit Suisse
Switzerland
$5.41M +$4.73M +406,466 +574%
FAM
37
Fred Alger Management
New York
$5.17M -$1.02M -88,017 -16%
JAM
38
Jacobs Asset Management
New York
$4.82M +$45.5K +3,910 +0.9%
NIM
39
Northeast Investment Management
Massachusetts
$4.68M -$32.6K -2,800 -0.7%
Ameriprise
40
Ameriprise
Minnesota
$4.34M -$89.7K -7,711 -2%
TCIM
41
TIAA CREF Investment Management
New York
$4.15M -$124K -10,664 -3%
BIM
42
BlackRock Investment Management
Delaware
$3.88M +$18.4K +1,585 +0.5%
ECA
43
Endeavour Capital Advisors
Connecticut
$3.67M +$3.76M +323,175 New
CAM
44
Cortina Asset Management
Wisconsin
$3.66M -$563K -48,439 -13%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$3.4M
Charles Schwab
46
Charles Schwab
California
$3.11M +$219K +18,832 +7%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.75M +$33.7K +2,900 +1%
Invesco
48
Invesco
Georgia
$2.56M +$201K +17,311 +8%
GH
49
GAM Holding
Switzerland
$2.53M +$257K +22,100 +11%
IIM
50
Ironwood Investment Management
Massachusetts
$2.02M -$513K -44,150 -20%

BPFH Hedge Fund Activity: Q4 2015 in Review

156 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q4 2015, worth a combined $861M — down 2.7% from $885M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new BPFH positions and 19 closed out — a net gain of 2 holders — while 59 added to existing stakes and 51 trimmed.

The largest buyer was Millennium Management, adding an estimated $28.4M. The largest seller was State Street, cutting an estimated $21.3M.

  • 156 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q4 2015, down from 157 in Q3 2015.
  • Funds reported $861M of Boston Private Financial Holdings, Inc. stock for Q4 2015, down 2.7% quarter-over-quarter.
  • 21 funds opened new Boston Private Financial Holdings, Inc. positions in Q4 2015 and 19 closed out, a net change of +2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q4 2015 was Millennium Management, an estimated $28.4M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q4 2015 was State Street, an estimated $21.3M sold.

Based on aggregated 13F filings for Q4 2015.