BPFH

Boston Private Financial Holdings, Inc.
BPFH

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $885M invested in Boston Private Financial Holdings, Inc. in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 69 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-6
Holders Change %
-3.68%
% of All Funds
4.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
69
Reduced
51
Closed
18
Calls
–
Puts
$729K
Net Calls
-$729K
Net Calls Change
-$77K

Top Buyers

1
TSW
Thompson Siegel & Walmsley
Virginia
+$10.5M
2
PIM
Perkins Investment Management
Illinois
+$10.4M
3
NIM
Northeast Investment Management
Massachusetts
+$4.87M
4
AH
Achievement Holdings
Illinois
+$4.12M
5
CAM
Cortina Asset Management
Wisconsin
+$3.2M

Top Sellers

1
William Blair & Company
William Blair & Company
Illinois
-$8.67M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$8.35M
3
KCM
Kennedy Capital Management
Missouri
-$3.62M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.9M
5
GC
Guggenheim Capital
Illinois
-$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
OA
126
OFI Advisors
Pennsylvania
$179K +$6.14K +525 +4%
PA
127
Profund Advisors
Maryland
$155K -$86.7K -7,410 -36%
BWM
128
Baystate Wealth Management
Massachusetts
$153K -$11.7K -1,000 -7%
MSA
129
Mason Street Advisors
Wisconsin
$144K +$9.84K +841 +7%
SCM
130
Stevens Capital Management
Pennsylvania
$141K +$141K +12,019 New
BWP
131
Baldwin Wealth Partners
Massachusetts
$138K – – –
WSFS
132
Wilmington Savings Fund Society
Delaware
$132K – – –
PI
133
PineBridge Investments
New York
$125K +$11.8K +1,006 +10%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$124K -$14.6K -1,245 -11%
BOS
135
Bingham Osborn & Scarborough
California
$122K +$23 +2 +0%
Teacher Retirement System of Texas
136
Teacher Retirement System of Texas
Texas
$119K +$81.4K +6,975 +216%
Neuberger Berman Group
137
Neuberger Berman Group
New York
$118K – – –
SEI Investments
138
SEI Investments
Pennsylvania
$117K +$108K +9,238 +1,245%
US Bancorp
139
US Bancorp
Minnesota
$115K -$44.4K -3,791 -28%
Canada Life
140
Canada Life
Manitoba, Canada
$110K – – –
TRCT
141
Tower Research Capital (TRC)
New York
$90K -$115K -9,846 -56%
Victory Capital Management
142
Victory Capital Management
Texas
$84K +$8.01K +682 +11%
CGT
143
Capital Guardian Trust
California
$70K +$70K +6,000 New
LIA
144
LS Investment Advisors
Michigan
$31K – – –
FHA
145
First Horizon Advisors
Tennessee
$28K – – –
Bessemer Group
146
Bessemer Group
New Jersey
$23K – – –
BlackRock
147
BlackRock
New York
$22K -$7.97K -679 -27%
Creative Planning
148
Creative Planning
Kansas
$18K +$18K +1,500 New
Envestnet Asset Management
149
Envestnet Asset Management
Illinois
$15K +$15K +1,243 New
Zurich Cantonal Bank
150
Zurich Cantonal Bank
Switzerland
$12K +$4.3K +376 +56%
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