We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

178 hedge funds and large institutions have $914M invested in Boston Private Financial Holdings, Inc. in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 68 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 58

3% less capital invested

Capital invested by funds: $941M → $914M (-$26.6M)

1% less funds holding

Funds holding: 180178 (-2)

13% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 15

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $156K

Holders
178
Holders Change
-2
Holders Change %
-1.11%
% of All Funds
3.9%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
68
Reduced
58
Closed
15
Calls
Puts
$156K
Net Calls
-$156K
Net Calls Change
-$28K
Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
26
Thrivent Financial for Lutherans
Minnesota
$7.06M +$1.43M +127,203 +27%
JP Morgan Chase
27
JP Morgan Chase
New York
$6.43M +$765K +67,925 +14%
GI
28
GAMCO Investors
Connecticut
$6.17M -$46.5K -4,125 -0.8%
D.E. Shaw & Co
29
D.E. Shaw & Co
New York
$5.97M -$2.2M -195,766 -28%
Hotchkis & Wiley Capital Management
30
Hotchkis & Wiley Capital Management
California
$5.9M +$96.2K +8,540 +2%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$5.66M +$4.69M +416,713 +603%
Marshall Wace
32
Marshall Wace
United Kingdom
$5.66M +$3.24M +288,080 +146%
Prudential Financial
33
Prudential Financial
New Jersey
$4.97M -$1.56M -138,725 -25%
NIM
34
Northeast Investment Management
Massachusetts
$4.74M
GKIM
35
GW&K Investment Management
Massachusetts
$4.62M -$239K -21,267 -5%
BCM
36
Bridgeway Capital Management
Texas
$4.17M +$313K +27,800 +8%
QI
37
QS Investors
New York
$3.8M
N
38
Nuveen
North Carolina
$3.76M -$1.03M -91,296 -22%
State of New Jersey Common Pension Fund D
39
State of New Jersey Common Pension Fund D
New Jersey
$3.48M +$3.36M +298,400 New
American Century Companies
40
American Century Companies
Missouri
$3.46M +$1.68M +149,604 +101%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$3.35M +$1.2M +106,275 +59%
Morgan Stanley
42
Morgan Stanley
New York
$3.33M -$1.14M -101,033 -26%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$3.15M +$193K +17,151 +7%
PPA
44
Parametric Portfolio Associates
Washington
$2.9M -$110K -9,808 -4%
SDIC
45
South Dakota Investment Council
South Dakota
$2.79M +$653K +58,020 +32%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$2.78M -$24.8K -2,200 -0.9%
Legal & General Group
47
Legal & General Group
United Kingdom
$2.57M +$53.3K +4,737 +2%
Acadian Asset Management
48
Acadian Asset Management
Massachusetts
$2.53M -$288K -25,581 -11%
Public Sector Pension Investment Board (PSP Investments)
49
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.5M +$329K +29,200 +16%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$2.47M +$437K +38,838 +22%

BPFH Hedge Fund Activity: Q3 2019 in Review

178 of the 4,561 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2019, worth a combined $914M — down 2.8% from $941M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of BPFH and 13 opened new positions — a net loss of 2 holders — while 58 trimmed existing stakes and 68 added.

The largest buyer was Select Equity Group, adding an estimated $7.11M. The largest seller was Aberdeen Group, cutting an estimated $9.44M.

  • 178 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2019, down from 180 in Q2 2019.
  • Funds reported $914M of Boston Private Financial Holdings, Inc. stock for Q3 2019, down 2.8% quarter-over-quarter.
  • 13 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2019 and 15 closed out, a net change of -2 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2019 was Select Equity Group, an estimated $7.11M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2019 was Aberdeen Group, an estimated $9.44M sold.

Based on aggregated 13F filings for Q3 2019.