We are live on ! Find out more
BPFH

Boston Private Financial Holdings, Inc.
BPFH

Delisted

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

157 hedge funds and large institutions have $894M invested in Boston Private Financial Holdings, Inc. in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 58 increasing their positions, 62 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

6% more funds holding

Funds holding: 148157 (+9)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 62

8% less capital invested

Capital invested by funds: $976M → $894M (-$81.9M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $12K

Holders
157
Holders Change
+9
Holders Change %
+6.08%
% of All Funds
4.55%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
20
Increased
58
Reduced
62
Closed
11
Calls
Puts
$12K
Net Calls
-$12K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
LSERS
101
Louisiana State Employees Retirement System
Louisiana
$458K -$2.52K -200 -0.5%
AW
102
Alpha Windward
Massachusetts
$457K +$465K +36,900 New
BOS
103
Bingham Osborn & Scarborough
California
$439K -$85.3K -6,768 -16%
Jacobs Levy Equity Management
104
Jacobs Levy Equity Management
New Jersey
$415K
CEP
105
Chicago Equity Partners
Illinois
$408K +$415K +32,940 New
UBS AM
106
UBS AM
Illinois
$396K +$35.3K +2,800 +10%
GT
107
Glenmede Trust
Pennsylvania
$380K +$373K +29,589 +2,447%
T. Rowe Price Associates
108
T. Rowe Price Associates
Maryland
$374K +$15.7K +1,244 +4%
TC
109
TFS Capital
Pennsylvania
$372K +$379K +30,036 New
Renaissance Technologies
110
Renaissance Technologies
New York
$369K +$376K +29,800 New
BMCMI
111
Bryn Mawr Capital Management Inc
Pennsylvania
$358K +$365K +28,930 New
EVM
112
Eaton Vance Management
Massachusetts
$346K -$25.2K -2,000 -7%
ARTA
113
A.R.T. Advisors
New York
$345K
Citigroup
114
Citigroup
New York
$315K +$264K +20,947 +467%
Public Employees Retirement Association of Colorado
115
Public Employees Retirement Association of Colorado
Colorado
$314K
SC
116
Sumit Capital
New York
$312K +$318K +25,196 New
Susquehanna International Group
117
Susquehanna International Group
Pennsylvania
$294K -$159K -12,622 -35%
AA
118
Ancora Advisors
Ohio
$294K
BWP
119
Baldwin Wealth Partners
Massachusetts
$281K +$98K +7,773 +52%
NCCM
120
Nine Chapters Capital Management
New Jersey
$266K +$271K +21,500 New
LSV Asset Management
121
LSV Asset Management
Illinois
$258K -$37.8K -3,000 -13%
MERSOM
122
Municipal Employees' Retirement System of Michigan
Michigan
$253K +$13.9K +1,100 +6%
Nomura Holdings
123
Nomura Holdings
Japan
$242K +$58K +4,603 +31%
CIM
124
CIM Investment Management
Pennsylvania
$229K +$42.2K +3,345 +22%
GCP
125
GSA Capital Partners
United Kingdom
$224K +$228K +18,092 New

BPFH Hedge Fund Activity: Q3 2014 in Review

157 of the 3,448 institutional investors tracked by Wall St. Rank reported a position in Boston Private Financial Holdings, Inc. (BPFH) for Q3 2014, worth a combined $894M — down 8.4% from $976M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new BPFH positions and 11 closed out — a net gain of 9 holders — while 58 added to existing stakes and 62 trimmed.

The largest buyer was Allianz Asset Management, opening a new position worth an estimated $23.1M. The largest seller was Cramer Rosenthal McGlynn, exiting entirely with an estimated $16.6M sold.

  • 157 institutional investors held Boston Private Financial Holdings, Inc. (BPFH) as of Q3 2014, up from 148 in Q2 2014.
  • Funds reported $894M of Boston Private Financial Holdings, Inc. stock for Q3 2014, down 8.4% quarter-over-quarter.
  • 20 funds opened new Boston Private Financial Holdings, Inc. positions in Q3 2014 and 11 closed out, a net change of +9 holders.
  • The largest Boston Private Financial Holdings, Inc. buyer in Q3 2014 was Allianz Asset Management, an estimated $23.1M added.
  • The largest Boston Private Financial Holdings, Inc. seller in Q3 2014 was Cramer Rosenthal McGlynn, an estimated $16.6M sold.

Based on aggregated 13F filings for Q3 2014.