We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

173 hedge funds and large institutions have $931M invested in Boston Private Financial Holdings, Inc. in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 55 increasing their positions, 63 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

8% more funds holding

Funds holding: 160173 (+13)

6% more capital invested

Capital invested by funds: $876M → $931M (+$54.7M)

13% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 63

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
4.61%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
24
Increased
55
Reduced
63
Closed
10
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
$9.79M +$111K +9,202 +1%
WMSA
27
Weiss Multi-Strategy Advisers
New York
$9.42M -$8.43M -700,000 -47%
Norges Bank
28
Norges Bank
Norway
$9.17M -$241K -20,000 -3%
PIM
29
Perkins Investment Management
Illinois
$9.11M
Prudential Financial
30
Prudential Financial
New Jersey
$8.01M -$369K -30,640 -4%
HA
31
Heartland Advisors
Wisconsin
$7.6M -$9.35M -776,727 -55%
Deutsche Bank
32
Deutsche Bank
Germany
$7.21M -$626K -52,020 -8%
Geode Capital Management
33
Geode Capital Management
Massachusetts
$7.2M +$400K +33,204 +6%
Principal Financial Group
34
Principal Financial Group
Iowa
$7.09M +$219K +18,185 +3%
GIP
35
Granite Investment Partners
California
$6.81M +$311K +25,814 +5%
BNP Paribas Asset Management
36
BNP Paribas Asset Management
France
$6.77M +$8.64K +718 +0.1%
Invesco
37
Invesco
Georgia
$6.44M +$3.06M +254,141 +87%
Thrivent Financial for Lutherans
38
Thrivent Financial for Lutherans
Minnesota
$5.76M +$3.26M +270,520 +124%
ECA
39
Endeavour Capital Advisors
Connecticut
$5.22M -$10.2M -847,080 -66%
NIM
40
Northeast Investment Management
Massachusetts
$4.87M
FAM
41
Fred Alger Management
New York
$4.62M -$369K -30,618 -7%
Charles Schwab
42
Charles Schwab
California
$4.45M +$200K +16,582 +5%
BIM
43
BlackRock Investment Management
Delaware
$4.43M +$250K +20,802 +6%
TCIM
44
TIAA CREF Investment Management
New York
$4.32M -$126K -10,458 -3%
CS
45
Credit Suisse
Switzerland
$3.98M -$190K -15,820 -4%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$3.53M -$1.2K -100 -0%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$2.91M -$65K -5,400 -2%
D.E. Shaw & Co
48
D.E. Shaw & Co
New York
$2.65M +$775K +64,343 +40%
Bank of Montreal
49
Bank of Montreal
Ontario, Canada
$2.42M +$2.34M +194,276 +1,720%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$2.02M -$51K -4,234 -2%

BPFH Hedge Fund Activity: Q2 2016 in Review

173 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q2 2016, worth a combined $931M — up 6.2% from $876M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BPFH positions and 10 closed out — a net gain of 14 holders — while 55 added to existing stakes and 63 trimmed.

The largest buyer was Macquarie Group, adding an estimated $36.3M. The largest seller was Endeavour Capital Advisors, cutting an estimated $10.2M.

  • 173 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q2 2016, up from 160 in Q1 2016.
  • Funds reported $931M of Boston Private Financial Holdings, Inc. stock for Q2 2016, up 6.2% quarter-over-quarter.
  • 24 funds opened new Boston Private Financial Holdings, Inc. positions in Q2 2016 and 10 closed out, a net change of +14 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q2 2016 was Macquarie Group, an estimated $36.3M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q2 2016 was Endeavour Capital Advisors, an estimated $10.2M sold.

Based on aggregated 13F filings for Q2 2016.